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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)
Caldwell Investment Management
6276
Caldwell Investment Management
Ontario, Canada
$103M -$29.4M -22% 4.41% 162% 34 35.29% 1
Nalls Sherbakoff Group
6277
Nalls Sherbakoff Group
Tennessee
$103M +$993K +1% 3.18% – 496 9.07% 2.8
Martin Capital Advisors
6278
Martin Capital Advisors
Texas
$103M -$6.45M -6% 6.12% 140% 63 1.59% 1.6
Barden Capital Management
6279
Barden Capital Management
Texas
$103M +$11.8M +13% 2.53% 80.1% 69 11.59% 1.4
North Ridge Wealth Advisors
6280
North Ridge Wealth Advisors
Oregon
$103M -$1.98M -2% 4.87% 29.5% 38 5.26% 0.5
Rain Capital Management
6281
Rain Capital Management
Oregon
$103M -$25.4M -20% 3.09% 18.2% 97 8.25% 2.7
Bank of Marin
6282
Bank of Marin
California
$103M -$4.78M -4% 3.17% 80.3% 123 10.57% 2.7
Channing Global Advisors
6283
Channing Global Advisors
Florida
$103M +$3.74M +4% 0.1% 131% 50 18% 1.3
Yarra Square Partners
6284
Yarra Square Partners
New York
$102M +$5.76M +6% 6.8% 55.9% 23 21.74% 1.2
SFI Advisors
6285
SFI Advisors
New Jersey
$102M -$2.99M -3% 4.67% 82.9% 85 15.29% 1.2
Signature Wealth Management Partners
6286
Signature Wealth Management Partners
New Jersey
$102M -$5.66M -5% 4.12% 97.9% 103 13.59% 2.2
CSI
6287
Cross Staff Investments
New York
$102M -$6.73M -6% 1.82% 80.3% 119 12.61% 1.5
First Affirmative Financial Network
6288
First Affirmative Financial Network
Colorado
$102M +$2.07M +2% 3.02% – 226 17.26% 1.1
Yale University
6289
Yale University
Connecticut
$102M -$26.7M -21% 3.16% 33.7% 5 40% 0.8
OR
6290
Olympiad Research
Connecticut
$102M +$601K +0.6% 2.75% 189% 433 72.06% 0.2
Sustainable Insight Capital Management
6291
Sustainable Insight Capital Management
New York
$102M -$5.83M -5% 2.91% 150% 67 44.78% 2.1
PWAM
6292
Pinnacle West Asset Management
Wyoming
$102M -$993K -1% 1.37% 100% 103 8.74% 0.5
LAM Group
6293
LAM Group
Oregon
$102M -$5.66M -5% 4.38% 61.8% 113 0.88% 0.7
Del-Sette Capital Management
6294
Del-Sette Capital Management
New York
$102M -$3.71M -4% 2.74% 112% 29 10.34% 1
Three Seasons Wealth
6295
Three Seasons Wealth
Utah
$101M – – 1.08% 156% 55 – 0
LM
6296
Lasry Marc
$101M +$24.1M +31% 13.3% 14.8% 14 28.57% 0.9
Watchtower Advisors
6297
Watchtower Advisors
Connecticut
$101M -$84.3M -45% 0.29% 384% 14 50% 0.6
Highlander Partners
6298
Highlander Partners
Texas
$101M +$12.3M +14% 8.87% 241% 28 14.29% 1.2
Valley Brook Capital Group
6299
Valley Brook Capital Group
Pennsylvania
$101M -$7.15M -7% 3.3% 122% 107 8.41% 2.5
Orser Capital Management
6300
Orser Capital Management
Texas
$101M +$894K +0.9% 1.75% 128% 55 10.91% 3.3