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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
MI
4226
Moneywise Inc
Virginia
$118M +$1.31M +1% 3.1% 58% 39 0% 1.6
Cascade Investment Advisors
4227
Cascade Investment Advisors
Oregon
$118M +$6.13M +5% 3.66% 71.4% 205 10.24% 1.5
Crewe Advisors
4228
Crewe Advisors
Utah
$118M +$10.5M +10% 3.99% 96.1% 281 23.49% 0.7
AMAL
4229
Asset Management Advisors LLC
Oklahoma
$118M $0 0% 2.47% 124% 26 0% 3.1
SWM
4230
Strategic Wealth Management
Washington
$118M +$5.8M +5% 2.35% 52.8% 24 16.67% 1.4
RiverGlades Family Offices
4231
RiverGlades Family Offices
Florida
$118M +$2.88M +3% 2.38% – 74 16.22% 0.6
Burke & Herbert Bank & Trust
4232
Burke & Herbert Bank & Trust
Virginia
$118M +$6.52M +6% 7.92% 67.8% 135 2.96% 3.9
Kathryn A. Hall
4233
Kathryn A. Hall
$118M -$11.1M -9% 8.24% 95.2% 6 0% 2.6
Kendall Capital Management
4234
Kendall Capital Management
Maryland
$117M +$4.26M +4% 3.56% 120% 119 17.65% 0.6
KLC
4235
Knowledge Leaders Capital
Colorado
$117M -$16.1M -12% 2.42% 51.6% 42 61.9% 1
Banco BTG Pactual
4236
Banco BTG Pactual
Brazil
$117M -$50.2M -30% 13.1% 134% 64 50% 0.4
CAM
4237
Crown Advisors Management
California
$117M -$861K -0.7% 7.2% 284% 51 31.37% 0.6
Brandywine Trust
4238
Brandywine Trust
Delaware
$117M +$2.22M +2% 2.68% 32.7% 37 2.7% 3.2
Excalibur Management
4239
Excalibur Management
Massachusetts
$117M -$8.54M -7% 9.67% 81.7% 77 12.99% 3.7
Paragon Capital Management (Colorado)
4240
Paragon Capital Management (Colorado)
Colorado
$117M +$4.57M +4% 9.34% 109% 207 7.25% 1.4
PDS Planning
4241
PDS Planning
Ohio
$117M +$15.4M +15% 4.76% 62.7% 85 22.35% 0.6
River Oaks Capital
4242
River Oaks Capital
Minnesota
$117M -$9.46M -7% 4.38% – 55 3.64% 1.5
SCM
4243
Stormborn Capital Management
Connecticut
$117M -$41.1M -26% 9.05% 256% 54 79.63% 0.2
Vishria Bird Financial Group
4244
Vishria Bird Financial Group
Tennessee
$117M +$8.79M +8% 6.65% 74.3% 51 7.84% 0.2
Technology Crossover Management IX
4245
Technology Crossover Management IX
California
$116M -$243M -68% 8.33% 13% 3 66.67% 0.8
Sequoia Wealth Management
4246
Sequoia Wealth Management
Illinois
$116M +$22.2M +24% 4.56% – 60 11.67% 0.6
FP
4247
Factorial Partners
New York
$116M +$4.54M +4% 3.76% 88.7% 109 18.35% 0.6
ASA
4248
Armstrong Shaw Associates
Connecticut
$116M +$6.06M +5% 7.28% 51.2% 43 2.33% 3.3
OH
4249
Oikos Holdings
New York
$116M -$48.1M -29% 18.8% 5.54% 10 20% 0.7
VCA
4250
VIEX Capital Advisors
Florida
$116M -$3.56M -3% 16.3% 30.6% 30 56.67% 0.4