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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)
TAM
2076
Telemark Asset Management
Massachusetts
$1.1B +$338M +44% 28.4% 329% 60 40% 1.9
Moss Adams Wealth Advisors
2077
Moss Adams Wealth Advisors
Washington
$1.1B +$152M +16% 10.4% 71.9% 262 19.85% 1.2
RMR Wealth Builders
2078
RMR Wealth Builders
New Jersey
$1.1B +$150M +16% 11.3% 91.7% 292 13.7% 2.6
Kintegral Advisory
2079
Kintegral Advisory
New York
$1.1B +$106M +11% 13.5% 143% 239 1.26% 4.7
Casdin Capital
2080
Casdin Capital
New York
$1.1B -$126M -10% 11.2% 370% 45 28.89% 2.9
Fidelis Capital Partners
2081
Fidelis Capital Partners
Florida
$1.1B +$157M +17% 13% 115% 465 11.83% 1.6
Hengehold Capital Management
2082
Hengehold Capital Management
Ohio
$1.1B +$45.4M +4% 6.43% 54.5% 217 10.6% 4.6
AL
2083
Arnhold LLC
New York
$1.1B +$107M +11% 11.6% 156% 124 11.29% 4.3
Nexpoint Asset Management
2084
Nexpoint Asset Management
Texas
$1.1B -$45M -4% 7.21% 253% 112 49.11% 1.5
Clearwater Capital Advisors
2085
Clearwater Capital Advisors
Illinois
$1.09B +$59.7M +6% 7.31% 44.7% 178 13.48% 4.9
Moody National Bank Trust Division
2086
Moody National Bank Trust Division
Texas
$1.09B +$134M +14% 13.8% 115% 519 10.02% 4.6
J.M. Forbes & Co
2087
J.M. Forbes & Co
Massachusetts
$1.09B +$60.8M +6% 12.4% 112% 143 4.2% 6.4
Capital Investment Services of America
2088
Capital Investment Services of America
Wisconsin
$1.09B +$106M +11% 13.9% 50.7% 84 8.33% 6.9
Integral Health Asset Management
2089
Integral Health Asset Management
New York
$1.09B +$152M +16% 11.6% 564% 100 47% 0.6
Cape Cod Five Cents Savings Bank
2090
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B $0 0% 5.73% – 189 0% 7.4
Woodstock Corp
2091
Woodstock Corp
Massachusetts
$1.09B +$75.7M +7% 11.5% 115% 159 5.66% 8.3
Tompkins Financial
2092
Tompkins Financial
New York
$1.09B +$42.8M +4% 7.66% 84.4% 583 9.95% 5.3
Eversept Partners
2093
Eversept Partners
New York
$1.09B +$103M +10% 0.48% 321% 75 33.33% 1.8
Sone Capital Management
2094
Sone Capital Management
New York
$1.08B +$112M +12% 1.13% – 131 45.8% 0.3
TritonPoint Wealth
2095
TritonPoint Wealth
Maryland
$1.08B +$30.2M +3% 8.89% 92.7% 361 11.08% 1.2
Summit Financial Strategies
2096
Summit Financial Strategies
Ohio
$1.08B +$89M +9% 6.44% 59.4% 159 8.81% 4.1
TA
2097
TCM Advisors
West Virginia
$1.08B +$3.74M +0.3% 7.25% 56.1% 66 0% 2.7
Brandywine Oak Private Wealth
2098
Brandywine Oak Private Wealth
Pennsylvania
$1.08B +$60.4M +6% 7.99% 62.2% 240 9.17% 4.6
Canandaigua National Bank & Trust
2099
Canandaigua National Bank & Trust
New York
$1.08B +$76.5M +8% 7.93% – 319 7.52% 5.6
Tweedy, Browne Co
2100
Tweedy, Browne Co
Connecticut
$1.08B -$49.9M -4% 6.44% 70.3% 92 36.96% 3.6