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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)
Axxcess Wealth Management
1476
Axxcess Wealth Management
California
$1.21B +$156M +15% 7.19% 81.2% 703 36.56% 0.6
HITE Hedge Asset Management
1477
HITE Hedge Asset Management
Massachusetts
$1.21B +$23.2M +2% 8.17% 54.4% 105 39.05% 1.4
CCPM
1478
Cooper Creek Partners Management
New York
$1.21B +$252M +26% 13.2% 86.4% 134 39.55% 0.9
Lubert-Adler Management Company
1479
Lubert-Adler Management Company
Pennsylvania
$1.21B -$239M -17% 16.5% 40.5% 3 0% 1.5
Rational Advisors
1480
Rational Advisors
New York
$1.21B -$60.9M -5% 3.85% 37.7% 255 7.84% 1.3
E.S. Barr & Co
1481
E.S. Barr & Co
Kentucky
$1.2B +$74.7M +7% 9.72% 73.5% 89 4.49% 6.4
BOK Financial Private Wealth
1482
BOK Financial Private Wealth
Colorado
$1.2B +$93.1M +8% 8.34% 61.8% 386 9.33% 2.3
Tower Bridge Advisors
1483
Tower Bridge Advisors
Pennsylvania
$1.2B +$78.6M +7% 10% 78.9% 250 7.6% 5.5
BFO
1484
Boston Family Office
Massachusetts
$1.2B +$78.9M +7% 8.96% 53.4% 274 7.66% 6.3
MCI
1485
McDonald Capital Investors
California
$1.2B +$78M +7% 10.2% 60.2% 23 17.39% 5.8
E Fund Management
1486
E Fund Management
China
$1.2B +$128M +12% 21.9% – 362 15.47% 1.2
Wilkinson Global Asset Management
1487
Wilkinson Global Asset Management
New York
$1.2B +$91.6M +8% 11.4% 86.5% 98 11.22% 1.4
Stratos Wealth Advisors
1488
Stratos Wealth Advisors
Ohio
$1.2B +$249M +26% 8.3% 65.7% 591 22.34% 1.8
Scheer Rowlett & Associates Investment Management
1489
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.2B +$92.1M +8% 8.48% 74.2% 31 6.45% 6
Stadion Money Management
1490
Stadion Money Management
Georgia
$1.2B +$38.1M +3% 5.86% 55.3% 19 15.79% 3.1
Fairholme Capital Management
1491
Fairholme Capital Management
Florida
$1.2B +$167M +16% 20.1% 36.2% 13 7.69% 2.5
Parsons Capital Management
1492
Parsons Capital Management
Rhode Island
$1.2B +$81.5M +7% 10.3% 84.9% 435 9.43% 5.6
Broadwood Capital
1493
Broadwood Capital
New York
$1.2B -$115M -9% 0.41% 110% 8 12.5% 7.4
Cambria Investment Management
1494
Cambria Investment Management
California
$1.19B +$267M +29% 12.7% 72% 297 25.25% 1.8
DLD Asset Management
1495
DLD Asset Management
New York
$1.19B -$94.3M -7% 6.32% 10.3% 216 39.81% 0.8
Oak Associates
1496
Oak Associates
Ohio
$1.19B +$13.5M +1% 9.1% 152% 149 16.11% 4.9
Toyota Motor Corp
1497
Toyota Motor Corp
Japan
$1.19B -$3.75M -0.3% 5.42% 78.9% 5 20% 1.1
Cardano Risk Management
1498
Cardano Risk Management
Netherlands
$1.19B +$360M +43% 5.72% 200% 5 0% 3.8
Ellevest Inc
1499
Ellevest Inc
New York
$1.19B +$133M +13% 8.19% 73.8% 2,022 23.24% 1.6
Adelante Capital Management
1500
Adelante Capital Management
California
$1.19B -$144M -11% 1.49% 43.2% 48 18.75% 3.4