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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)
BIP Wealth
1851
BIP Wealth
Georgia
$909M – – 5.04% 51.8% 175 – 0
Next Century Growth Investors
1852
Next Century Growth Investors
Minnesota
$909M +$75.8M +9% 17.3% 447% 112 17.86% 2.6
CCA
1853
Castle Creek Arbitrage
Colorado
$908M -$227M -20% 2.67% 17.2% 625 40% 0.8
NM
1854
NWI Management
New York
$908M +$456M +101% 21.4% 230% 50 28% 2.6
Nexus Investment Management
1855
Nexus Investment Management
Ontario, Canada
$906M +$20.6M +2% 4.06% 93.5% 73 0% 6.4
Edgestream Partners
1856
Edgestream Partners
New Jersey
$906M +$16.3M +2% 5.35% 41.7% 685 50.66% 0.5
Courier Capital
1857
Courier Capital
New York
$905M +$37.3M +4% 5.84% 70.8% 302 8.61% 6.3
Girard Partners
1858
Girard Partners
Pennsylvania
$904M +$21.8M +2% 8.3% 25.7% 271 11.07% 4.4
PSG Equity
1859
PSG Equity
Massachusetts
$904M +$268M +42% 42.2% 13.7% 1 0% 1.3
Motley Fool Asset Management
1860
Motley Fool Asset Management
Virginia
$904M +$16.7M +2% 16.7% 135% 213 49.3% 4.1
Executive Wealth Management
1861
Executive Wealth Management
Michigan
$901M +$87M +11% 6.13% 18.4% 207 14.49% 2.4
Ninepoint Partners
1862
Ninepoint Partners
Ontario, Canada
$901M +$117M +15% 6.15% 82.6% 100 37% 1.2
TCV Trust & Wealth Management
1863
TCV Trust & Wealth Management
Virginia
$901M +$20.5M +2% 3.45% 75.3% 199 12.56% 5.9
Unison Advisors
1864
Unison Advisors
District of Columbia
$900M +$132M +17% 4.23% 57.8% 181 1.1% 2.8
Amica Mutual Insurance
1865
Amica Mutual Insurance
Rhode Island
$897M +$105M +13% 9.54% 80.4% 99 9.09% 4.8
Blackhill Capital
1866
Blackhill Capital
New Jersey
$896M +$33.1M +4% 3.91% 212% 52 0% 8.5
Alphadyne Asset Management
1867
Alphadyne Asset Management
New York
$896M +$214M +31% 10.8% 159% 49 51.02% 0.3
Trinity Street Asset Management
1868
Trinity Street Asset Management
United Kingdom
$893M +$276M +45% 10.5% 76.9% 22 18.18% 2.1
North Reef Capital Management
1869
North Reef Capital Management
California
$893M -$19.8M -2% 10.4% 81.9% 49 42.86% 0.5
Oxford Financial Group
1870
Oxford Financial Group
Indiana
$891M +$32.7M +4% 3.19% 77.2% 283 15.55% 2.4
Mount Yale Investment Advisors
1871
Mount Yale Investment Advisors
Colorado
$891M +$9.2M +1% 9.53% 81.9% 540 27.04% 2.2
Baker Tilly Wealth Management
1872
Baker Tilly Wealth Management
Wisconsin
$889M +$77.4M +10% 9.83% 96.9% 587 14.99% 1.6
Triodos Investment Management
1873
Triodos Investment Management
Netherlands
$889M +$130M +17% 13.6% 89.9% 48 12.5% 2.6
Eagle Ridge Investment Management
1874
Eagle Ridge Investment Management
Connecticut
$889M +$31.9M +4% 4.83% 28.2% 160 7.5% 4.4
Trust Asset Management
1875
Trust Asset Management
Texas
$889M +$85.1M +11% 8.53% 91.1% 214 12.62% 2.2