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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)
WFM Asia
1876
WFM Asia
British Virgin Islands
$640M -$55.4M -8% 18.5% 89.9% 9 0% 1.9
HITE Hedge Asset Management
1877
HITE Hedge Asset Management
Massachusetts
$640M +$2.23M +0.3% 5.35% 54.4% 75 46.67% 1.1
EastBay Asset Management
1878
EastBay Asset Management
New York
$640M -$1.13B -64% 10.1% 84.9% 37 81.08% 0.7
First Reserve GP XI
1879
First Reserve GP XI
Connecticut
$639M +$87M +16% 15.7% 26.4% 1 0% 4.8
Cardan Capital Partners
1880
Cardan Capital Partners
Colorado
$638M +$27.5M +5% 4.15% 64% 191 14.14% 1.4
Sector Gamma AS
1881
Sector Gamma AS
Norway
$638M +$36.1M +6% 12.6% 35.3% 37 29.73% 1.9
Joel Isaacson & Co
1882
Joel Isaacson & Co
New York
$636M +$39M +7% 6.31% 72.5% 206 5.34% 3.7
Endurance Wealth Management
1883
Endurance Wealth Management
Rhode Island
$636M +$29.2M +5% 8.18% 59% 512 6.25% 3.3
Adams Street Partners
1884
Adams Street Partners
Illinois
$635M -$17.3M -3% 15.2% 399% 20 65% 1.2
PAM
1885
Private Asset Management
California
$635M +$15.7M +3% 8.97% 38.2% 150 7.33% 3.3
First Business Financial Services
1886
First Business Financial Services
Wisconsin
$634M +$76.2M +14% 4.2% 74% 118 25.42% 1.6
AH
1887
Allen Holding
New York
$634M +$83.1M +15% 17.4% 135% 12 25% 3.5
Smith Salley Wealth Management
1888
Smith Salley Wealth Management
North Carolina
$634M +$49.6M +8% 7.83% 106% 195 11.28% 2.9
Cadinha & Co
1889
Cadinha & Co
Hawaii
$632M +$86M +16% 10.3% 132% 137 9.49% 3.2
Belpointe Asset Management
1890
Belpointe Asset Management
Nevada
$632M +$274M +77% 6.5% 80.1% 669 53.51% 0.4
JHL Capital Group
1891
JHL Capital Group
Illinois
$631M +$273M +76% 4.88% – 13 23.08% 0.8
BOK Financial Private Wealth
1892
BOK Financial Private Wealth
Colorado
$631M +$11.2M +2% 3.78% 61.8% 115 13.91% 2.8
Sound Point Capital Management
1893
Sound Point Capital Management
New York
$629M +$50.2M +9% 5.55% 61.5% 40 27.5% 0.8
LBMC Investment Advisors
1894
LBMC Investment Advisors
Tennessee
$628M +$21.6M +4% 4.43% 52.8% 103 3.88% 2.9
SRFM
1895
Shannon River Fund Management
New York
$627M -$133M -17% 12.1% 554% 37 48.65% 1
Novare Capital Management
1896
Novare Capital Management
North Carolina
$627M +$38M +6% 6.94% 76.5% 154 7.14% 2.7
Matrix Asset Advisors
1897
Matrix Asset Advisors
New York
$627M +$20.9M +3% 7.19% 84.9% 68 10.29% 4
Godsey & Gibb Inc
1898
Godsey & Gibb Inc
Virginia
$627M +$48.7M +8% 7.12% 87.5% 71 12.68% 3.4
KLS Professional Advisors Group
1899
KLS Professional Advisors Group
New York
$626M +$39.6M +7% 5.44% 38% 29 3.45% 1.1
Serengeti Asset Management
1900
Serengeti Asset Management
New York
$626M +$127M +26% 1.73% 14.9% 38 34.21% 1.3