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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)
Continuum Advisory
2226
Continuum Advisory
Idaho
$1.24B +$194M +19% 17.1% 77% 1,992 77.56% 0.9
Spirepoint Private Client
2227
Spirepoint Private Client
Florida
$1.23B +$183M +17% 18.1% – 347 11.53% 1.4
Silicon Valley Capital Partners
2228
Silicon Valley Capital Partners
California
$1.23B +$214M +21% 27.8% 103% 493 15.42% 1.8
Kintegral Advisory
2229
Kintegral Advisory
New York
$1.23B +$178M +17% 27.3% 143% 234 0.43% 5.7
Rockbridge Investment Management
2230
Rockbridge Investment Management
New York
$1.23B +$119M +11% 8.32% 38.6% 148 8.78% 4
Oxbow Advisors
2231
Oxbow Advisors
Texas
$1.23B +$54.2M +5% 0.02% 66.3% 280 17.86% 4.1
Sandhill Capital Partners
2232
Sandhill Capital Partners
New York
$1.23B +$67.4M +6% 18.5% 64.9% 107 19.63% 4.5
Cape Cod Five Cents Savings Bank
2233
Cape Cod Five Cents Savings Bank
Massachusetts
$1.23B – – 9.76% – 203 – 7.1
Matrix Asset Advisors
2234
Matrix Asset Advisors
New York
$1.23B +$140M +13% 13.9% 84.9% 110 8.18% 5.2
Allen Capital Group
2235
Allen Capital Group
Nebraska
$1.23B +$110M +10% 11% 62.8% 328 16.16% 2.1
Clough Capital Partners
2236
Clough Capital Partners
Massachusetts
$1.23B +$189M +18% 20.1% 175% 136 54.41% 1.2
Zazove Associates
2237
Zazove Associates
Nevada
$1.22B +$268M +28% 0.95% 11% 175 21.71% 1
West Virginia University Foundation
2238
West Virginia University Foundation
West Virginia
$1.22B +$206M +20% 13.8% – 6 0% 0.7
TD Capital Management
2239
TD Capital Management
Tennessee
$1.22B +$112M +10% 9.3% 40.5% 869 10.13% 2.6
Kirkoswald Asset Management
2240
Kirkoswald Asset Management
New York
$1.22B +$1.22B +23,296% 8.23% – 9 88.89% 0.1
Numerai
2241
Numerai
California
$1.22B +$226M +23% 14.3% 52.7% 955 47.54% 0.4
Folger Nolan Fleming Douglas Capital Management
2242
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.22B +$103M +9% 14.3% 77.5% 184 7.07% 8.3
Spartan Wealth Advisory Services LLC
2243
Spartan Wealth Advisory Services LLC
Michigan
$1.22B +$76.9M +7% 26.6% – 339 13.86% 0.2
Northside Capital Management
2244
Northside Capital Management
Oregon
$1.22B +$82.8M +7% 9.39% 99.6% 204 13.73% 3.8
Norden Group
2245
Norden Group
Utah
$1.22B +$179M +17% 22.7% 104% 745 23.36% 1.4
Godsey & Gibb Inc
2246
Godsey & Gibb Inc
Virginia
$1.22B +$70.9M +6% 11.7% 87.5% 408 10.78% 2.5
Once Capital Management
2247
Once Capital Management
New York
$1.22B +$845M +226% 58.4% 627% 25 16% 2.3
Monograph Wealth Advisors
2248
Monograph Wealth Advisors
California
$1.22B +$163M +15% 11.3% 68% 154 13.64% 2.6
Samsara BioCapital
2249
Samsara BioCapital
California
$1.22B +$188M +18% 15% 1,580% 26 23.08% 1.9
Shepherd Financial Partners
2250
Shepherd Financial Partners
Massachusetts
$1.22B +$163M +15% 16.5% 88.4% 264 12.12% 4