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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)
Abdiel Capital Advisors
1801
Abdiel Capital Advisors
New York
$611M +$62.6M +11% 19.5% 43.7% 8 12.5% 1
Acropolis Investment Management
1802
Acropolis Investment Management
Missouri
$611M +$20.6M +3% 3.13% 51% 145 4.14% 3.2
Windward Capital Management
1803
Windward Capital Management
California
$610M +$21.6M +4% 3.54% 78.5% 82 12.2% 2.9
Oracle Investment Management
1804
Oracle Investment Management
Connecticut
$610M -$23.3M -4% 17.4% 865% 23 17.39% 2.6
Franklin Street Advisors
1805
Franklin Street Advisors
North Carolina
$609M +$24.7M +4% 5.21% 130% 182 15.38% 2.8
Dragoneer Investment Group
1806
Dragoneer Investment Group
California
$609M +$28M +5% 14.8% 77.3% 27 40.74% 1.1
Wellington Shields Capital Management
1807
Wellington Shields Capital Management
New York
$609M -$3.82M -0.6% 5.66% 137% 350 15.14% 2.7
Aisling Capital
1808
Aisling Capital
New York
$609M +$24.8M +4% 14.3% 386% 17 23.53% 2.4
BOK Financial Private Wealth
1809
BOK Financial Private Wealth
Colorado
$608M -$84.1M -12% 3.9% 61.8% 149 22.82% 2.3
Dubuque Bank & Trust
1810
Dubuque Bank & Trust
Iowa
$607M +$148M +32% 5.22% 24% 692 18.35% 2
Matrix Asset Advisors
1811
Matrix Asset Advisors
New York
$607M +$23.5M +4% 3.64% 84.9% 70 5.71% 3.4
Strategic Financial Services
1812
Strategic Financial Services
New York
$605M +$33.6M +6% 4.12% 58.7% 123 11.38% 2.8
Denali Advisors
1813
Denali Advisors
California
$605M -$7.37M -1% 4.14% 106% 311 29.58% 1.5
Nitorum Capital
1814
Nitorum Capital
New York
$604M +$101M +20% 5.77% 87.1% 29 10.34% 1.3
Broadwood Capital
1815
Broadwood Capital
New York
$604M +$59.9M +11% 8.84% 110% 8 12.5% 3.1
Foundation Resource Management
1816
Foundation Resource Management
Arkansas
$604M +$45.7M +8% 8.81% 84.5% 61 3.28% 3.7
Eagle Ridge Investment Management
1817
Eagle Ridge Investment Management
Connecticut
$604M +$77.3M +15% 5.63% 28.2% 177 27.68% 1.5
Endurance Wealth Management
1818
Endurance Wealth Management
Rhode Island
$603M +$11.5M +2% 3.11% 59% 536 8.4% 2.4
Thomasville National Bank
1819
Thomasville National Bank
Georgia
$603M +$56.1M +10% 3.8% – 270 12.22% 1.1
IberiaBank
1820
IberiaBank
Louisiana
$603M +$267M +79% 3.72% 39.6% 235 32.77% 1.7
CEI
1821
Clark Estates Inc
New York
$602M +$20.6M +4% 1.73% 34.5% 98 20.41% 1.8
Partners Capital Investment Group
1822
Partners Capital Investment Group
Massachusetts
$602M +$80.5M +15% 2.63% 47.5% 81 40.74% 0.9
B. Riley Wealth Advisors
1823
B. Riley Wealth Advisors
Florida
$602M +$50.5M +9% 5.05% 118% 610 25.57% 2
Boothbay Fund Management
1824
Boothbay Fund Management
New York
$602M +$121M +25% 6.82% 328% 889 61.75% 0.5
E-L Financial Corp
1825
E-L Financial Corp
Ontario, Canada
$601M +$496K +0.1% 4.15% 68.6% 2 0% 0.8