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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)
Stegent Equity Advisors
6976
Stegent Equity Advisors
Texas
$98.4M +$13.8M +16% 7.92% 96.4% 86 31.4% 1.1
LP
6977
LB Partners
Virginia
$98M +$6.85M +8% 0.21% – 30 33.33% 0.2
CWA
6978
Clearview Wealth Advisors
Oregon
$98M +$12.2M +14% 6.7% 45.2% 132 37.12% 2.1
DFA
6979
Davies Financial Advisors
California
$98M – – 8.31% – 63 – 0
Audent Global Asset Management
6980
Audent Global Asset Management
California
$97.8M +$13.2M +16% 16.4% 112% 54 20.37% 1.8
Richelieu Gestion
6981
Richelieu Gestion
France
$97.3M -$14.5M -13% 9.5% – 82 30.49% 1.3
Cadence Wealth Management
6982
Cadence Wealth Management
Massachusetts
$97.2M -$30.2M -24% 3.23% 56.4% 44 15.91% 1.5
ABP
6983
Arthur B. Page
$97.2M +$2.41M +3% 10.1% 40.4% 44 6.82% 7.1
Tsai Capital
6984
Tsai Capital
New York
$97M -$12.1M -11% 4.5% 29.2% 24 8.33% 1.8
GBA
6985
Garrison Bradford & Associates
New York
$96.9M +$6.3M +7% 6.04% 62.2% 34 17.65% 6.6
Mainsail Management Company
6986
Mainsail Management Company
Texas
$96.8M -$24.2M -20% 19.9% 55% 2 0% 1.3
Delta Wealth Advisors
6987
Delta Wealth Advisors
Indiana
$96.8M – – 6.39% – 47 – 0
IPI
6988
Inflection Point Investments
United Kingdom
$96.7M -$18.7M -16% 6.43% – 9 0% 0.3
Stephen J. Garry & Associates
6989
Stephen J. Garry & Associates
New York
$96.6M +$6.33M +7% 7.55% – 44 18.18% 0.2
Mountain Lake Investment Management
6990
Mountain Lake Investment Management
Florida
$96.4M -$1.33M -1% 8.33% 64% 22 27.27% 1.8
Oxford Asset Management
6991
Oxford Asset Management
United Kingdom
$96.4M +$29.6M +44% 11.2% – 393 89.57% 0.1
Pictet Bank & Trust
6992
Pictet Bank & Trust
Bahamas
$96.4M -$2.34M -2% 8.25% 82.7% 49 22.45% 5
Yorktown Energy Partners IX
6993
Yorktown Energy Partners IX
New York
$96.3M -$2.02M -2% 2.44% 67.3% 3 0% 3
Conrad N. Hilton Foundation
6994
Conrad N. Hilton Foundation
California
$96.3M +$84.7M +730% 10.4% – 6 83.33% 0.1
White Knight Strategic Wealth Advisors
6995
White Knight Strategic Wealth Advisors
New Jersey
$96.2M +$9.34M +11% 13.2% 111% 76 7.89% 1.5
Trustco Bank (New York)
6996
Trustco Bank (New York)
New York
$96.2M +$3.7M +4% 11.5% 131% 74 5.41% 6.5
Cooksen Wealth
6997
Cooksen Wealth
Texas
$96.1M +$8.07M +9% 7.73% 70.7% 89 49.44% 0.3
Baymount Management
6998
Baymount Management
Florida
$96.1M +$95.3M +11,660% 0.3% – 5 100% 0
Bluegrass Capital Partners
6999
Bluegrass Capital Partners
Florida
$96M +$11.4M +13% 14.6% 60.1% 11 0% 2.1
Oakview Capital Management
7000
Oakview Capital Management
Texas
$95.9M -$144M -60% 3.51% 21.2% 15 0% 2.8