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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)
CSNH
5001
Crow's Nest Holdings
Virginia
$331M -$97.1M -23% 18.2% 103% 12 16.67% 2.1
Cloverfields Capital Group
5002
Cloverfields Capital Group
Minnesota
$331M +$21.5M +7% 11.8% 101% 98 15.31% 2.6
Camarda Financial Advisors
5003
Camarda Financial Advisors
Florida
$331M +$141M +74% 39.4% 196% 138 36.23% 1.4
Rhino Investment Partners
5004
Rhino Investment Partners
Pennsylvania
$331M -$28.8M -8% 16.2% 110% 44 38.64% 0.7
Laura & John Arnold Foundation
5005
Laura & John Arnold Foundation
Texas
$330M -$99.1M -23% 13.9% – 5 20% 0.4
NKCFO LLC
5006
NKCFO LLC
Illinois
$330M -$7.25M -2% 8.77% 211% 140 58.57% 0.9
Bell & Brown Wealth Advisors
5007
Bell & Brown Wealth Advisors
California
$330M +$21.8M +7% 9.19% 125% 74 9.46% 5.9
Norman Fields Gottscho Capital Management
5008
Norman Fields Gottscho Capital Management
New York
$330M +$27.6M +9% 17.6% 96.9% 66 4.55% 6.4
CPH
5009
C Partners Holding
Switzerland
$330M +$13M +4% 1.13% 25.6% 15 46.67% 3.3
Lumbard & Kellner
5010
Lumbard & Kellner
New Hampshire
$330M +$41.3M +14% 19.5% 137% 111 13.51% 3.1
Hayek Kallen Investment Management
5011
Hayek Kallen Investment Management
Alabama
$330M +$22.7M +7% 9.77% 71.9% 98 7.14% 0.4
Montgomery Investment Management
5012
Montgomery Investment Management
Maryland
$330M +$36.4M +12% 15.5% 105% 108 4.63% 6.8
Iyo Bank
5013
Iyo Bank
Japan
$329M +$48.4M +17% 29.7% 125% 37 18.92% 2.8
Windward Management
5014
Windward Management
Florida
$329M +$199M +153% 55% – 13 23.08% 0.3
Old Point Trust & Financial Services N A
5015
Old Point Trust & Financial Services N A
Virginia
$329M +$18.1M +6% 6.58% 87.3% 352 17.9% 3.5
TM
5016
Tikvah Management
North Carolina
$329M +$6.42M +2% 12.2% 169% 22 18.18% 5.7
Providence Equity Partners
5017
Providence Equity Partners
Rhode Island
$329M -$236M -42% 17.9% 12.4% 3 0% 4.8
United Bank (Georgia)
5018
United Bank (Georgia)
Georgia
$329M +$28.2M +9% 17.6% 81.2% 129 9.3% 4.9
Buttonwood Financial Advisors
5019
Buttonwood Financial Advisors
Maryland
$329M +$29.9M +10% 13.2% 73.4% 112 5.36% 3.2
Omega Financial Group
5020
Omega Financial Group
California
$329M +$21M +7% 11.9% 47% 105 17.14% 4.8
EdenTree Asset Management
5021
EdenTree Asset Management
United Kingdom
$328M -$3.27M -1% 13.3% 50.2% 67 4.48% 2.4
Encompass Wealth Advisors
5022
Encompass Wealth Advisors
Oregon
$328M +$41.1M +14% 16.6% 68.7% 113 15.04% 3.7
Davis Investment Partners
5023
Davis Investment Partners
North Carolina
$328M +$45.4M +16% 21.6% 88.9% 184 15.76% 1.9
Kercheville Advisors
5024
Kercheville Advisors
Texas
$328M +$15.8M +5% 30.2% 261% 119 20.17% 2.6
Stance Capital
5025
Stance Capital
Massachusetts
$328M +$122M +59% 31.5% – 426 54.46% 0.3