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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)
Matrix Asset Advisors
2226
Matrix Asset Advisors
New York
$1.11B +$34.5M +3% 4.5% 84.9% 109 3.67% 5.2
EQT Fund Management
2227
EQT Fund Management
Luxembourg
$1.11B -$751M -40% 8.76% – 5 40% 0.2
Pitcairn Wealth Advisors
2228
Pitcairn Wealth Advisors
Pennsylvania
$1.11B – – 1.93% – 267 – 0
Inspire Investing
2229
Inspire Investing
Idaho
$1.11B +$84M +8% 1.88% 107% 1,183 34.15% 2.3
Wealth Architects
2230
Wealth Architects
California
$1.11B +$50.8M +5% 3.94% 80.1% 250 10% 5.3
ARS Wealth Advisors Group
2231
ARS Wealth Advisors Group
Florida
$1.11B +$96.3M +10% 4.01% 89.5% 202 10.89% 2.4
Conservest Capital Advisors
2232
Conservest Capital Advisors
Pennsylvania
$1.11B +$27.9M +3% 2.46% 58.6% 135 9.63% 2.1
Topline Capital Management
2233
Topline Capital Management
California
$1.11B +$524M +90% 8.53% – 57 40.35% 0.5
UNC Management Company
2234
UNC Management Company
North Carolina
$1.11B +$216M +24% 2.34% 92% 5 40% 0.8
M
2235
MOTCO
Texas
$1.1B +$8.42M +0.8% 2.75% 63.5% 659 6.37% 5.1
AWM Capital
2236
AWM Capital
Arizona
$1.1B +$1.66M +0.2% 2.07% 51.1% 106 5.66% 2.7
Royal Fund Management
2237
Royal Fund Management
Florida
$1.1B +$260M +31% 1.72% 103% 354 35.88% 3.3
Provident Investment Management
2238
Provident Investment Management
Michigan
$1.1B -$34M -3% 1.25% 90.8% 92 18.48% 4.3
Greenvale Capital
2239
Greenvale Capital
United Kingdom
$1.1B -$172M -14% 1.16% 101% 21 52.38% 1
Silicon Valley Capital Partners
2240
Silicon Valley Capital Partners
California
$1.1B +$38.6M +4% 3.21% 103% 303 20.79% 2.6
Nicola Wealth Management
2241
Nicola Wealth Management
British Columbia, Canada
$1.1B -$24.4M -2% 2.48% 56.1% 69 11.59% 2.7
Certified Advisory Corp
2242
Certified Advisory Corp
Florida
$1.1B +$44.6M +4% 2.11% 62.9% 329 7.9% 4
Hackensack Meridian Health
2243
Hackensack Meridian Health
New Jersey
$1.1B +$124M +13% 2.63% 53.4% 8 37.5% 1.9
Main Management Fund Advisors
2244
Main Management Fund Advisors
California
$1.1B +$65M +6% 2.55% 80% 10 50% 0.6
Diameter Capital Partners
2245
Diameter Capital Partners
New York
$1.09B -$528M -33% 17.9% 378% 67 74.63% 0.5
First Nebraska Trust
2246
First Nebraska Trust
Nebraska
$1.09B -$12.3M -1% 1.66% 76.9% 224 10.71% 6.2
Stokes Family Office
2247
Stokes Family Office
Louisiana
$1.09B +$40.3M +4% 3.18% 68.1% 317 18.61% 2.9
Cape Cod Five Cents Savings Bank
2248
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B $0 0% 1.6% – 189 0% 7.9
Dock Street Asset Management
2249
Dock Street Asset Management
Florida
$1.09B -$53.6M -5% 0.17% 175% 53 18.87% 5.1
Allen Capital Group
2250
Allen Capital Group
Nebraska
$1.09B +$31M +3% 1.52% 62.8% 287 12.2% 2