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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)
United Community Bank
6101
United Community Bank
South Carolina
$92.9M -$7.06M -7% 12.6% 66.2% 265 12.83% 0.4
Eagle Bluffs Wealth Management
6102
Eagle Bluffs Wealth Management
Missouri
$92.9M -$10.8M -10% 14.8% 95.5% 68 14.71% 0.4
Shearwater Capital
6103
Shearwater Capital
Colorado
$92.8M -$15.7M -14% 16.7% 74.4% 39 10.26% 0.5
Trustco Bank (New York)
6104
Trustco Bank (New York)
New York
$92.7M -$8.14M -8% 10.2% 131% 70 7.14% 5.6
Clayton Partners
6105
Clayton Partners
California
$92.7M -$25.9M -22% 15.6% 109% 38 28.95% 1
AM
6106
Anqa Management
New York
$92.7M +$5.01M +6% 10.1% 171% 29 24.14% 0.8
MY Wealth Management
6107
MY Wealth Management
Maryland
$92.6M -$15.3M -14% 13.5% 41.2% 28 10.71% 0.4
Dopkins Wealth Management
6108
Dopkins Wealth Management
New York
$92.6M +$481K +0.5% 13.5% 64.4% 40 10% 0.5
Maripau Wealth Management
6109
Maripau Wealth Management
Indiana
$92.5M -$18.2M -16% 12.1% 55.6% 94 30.85% 0.4
LPARFS
6110
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$92.4M -$47.9M -34% 12.9% – 90 86.67% 0.4
Claris Advisors
6111
Claris Advisors
Missouri
$92.4M -$1.36M -1% 13.6% 65.7% 48 10.42% 0.5
Barden Capital Management
6112
Barden Capital Management
Texas
$92.3M -$9.8M -10% 14.8% 80.1% 65 10.77% 0.5
KPCB DGF Associates
6113
KPCB DGF Associates
California
$92.2M -$197M -68% 22.6% – 3 66.67% 0.5
RCWM
6114
Royal Capital Wealth Management
Indiana
$92.2M -$10M -10% 12.2% 83.8% 103 11.65% 0.5
Oslo Asset Management AS
6115
Oslo Asset Management AS
Norway
$92.2M +$16M +21% 8.29% 82.7% 16 25% 2.3
Vigilare Wealth Management
6116
Vigilare Wealth Management
Arizona
$92.1M -$29.7M -24% 14.7% 56.9% 153 37.91% 1.6
Trevian Wealth Management
6117
Trevian Wealth Management
Massachusetts
$92.1M -$11.2M -11% 16.3% 94.1% 42 23.81% 0.5
CTC Capital Management
6118
CTC Capital Management
Illinois
$92.1M +$54.9M +148% 9.07% – 182 96.15% 0
Conrad Siegel Investment Advisors
6119
Conrad Siegel Investment Advisors
Pennsylvania
$92M -$18.2M -17% 15.3% 64.9% 64 64.06% 0.4
MAM
6120
Marketfield Asset Management
New York
$92M -$38.2M -29% 19.1% 61.5% 36 13.89% 3.7
MA
6121
McBroom & Associates
Nevada
$91.9M -$21M -19% 16.2% 133% 29 3.45% 0.5
Azarias Capital Management
6122
Azarias Capital Management
Pennsylvania
$91.9M -$23.3M -20% 20% 58.2% 19 5.26% 0.5
PM
6123
Parametrica Management
Hong Kong
$91.9M -$43.1M -32% 15.2% 584% 345 85.22% 0.2
Paradigm Strategies in Wealth Management
6124
Paradigm Strategies in Wealth Management
Minnesota
$91.9M -$3.82M -4% 8.27% 41.2% 47 14.89% 1.2
Evolutionary Tree Capital Management
6125
Evolutionary Tree Capital Management
Virginia
$91.8M -$52M -36% 25.4% 139% 46 41.3% 0.9