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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)
SCM
2301
Somerset Capital Management
United Kingdom
$498M +$65.2M +15% 9.46% 7.5% 19 15.79% 3.2
Bristlecone Advisors
2302
Bristlecone Advisors
Washington
$498M +$87.5M +21% 8.95% 103% 199 32.66% 1.8
Campbell Wealth Management
2303
Campbell Wealth Management
Virginia
$498M +$47.8M +11% 6.07% 11.2% 67 5.97% 0.8
Calton & Associates
2304
Calton & Associates
Florida
$498M +$47.5M +11% 7.55% 73.9% 401 24.94% 1
Greenwich Wealth Management
2305
Greenwich Wealth Management
Connecticut
$497M -$15.2M -3% 8.26% 198% 199 13.57% 3.5
Angeles Investment Advisors
2306
Angeles Investment Advisors
California
$497M +$33.3M +7% 8.09% 78.3% 90 22.22% 0.5
De Burlo Group
2307
De Burlo Group
Massachusetts
$495M +$50.8M +11% 13% 147% 95 32.63% 3.1
Crake Asset Management
2308
Crake Asset Management
United Kingdom
$495M – – 18.3% 52.7% 14 – 0
Camden National Bank
2309
Camden National Bank
Maine
$494M +$34.2M +7% 5% 48.8% 146 21.23% 1.7
Osborne Partners Capital Management
2310
Osborne Partners Capital Management
California
$494M -$3.97M -0.8% 9.96% 60.8% 165 8.48% 4.9
Barber Financial Group
2311
Barber Financial Group
Kansas
$494M +$23.3M +5% 5% 39% 154 9.09% 1.7
Antara Capital
2312
Antara Capital
New York
$494M +$278M +129% 7.01% 39.8% 54 70.37% 0.2
Deltec Asset Management
2313
Deltec Asset Management
New York
$493M +$95.4M +24% 9.02% 127% 203 33.5% 2
Toth Financial Advisory
2314
Toth Financial Advisory
Virginia
$493M +$36.6M +8% 8.13% 90.4% 546 25.64% 2
Oakbrook Investments
2315
Oakbrook Investments
Illinois
$491M -$1.05B -68% 9.62% 26.1% 648 18.21% 2.6
Bain Capital Venture Investors
2316
Bain Capital Venture Investors
Massachusetts
$491M +$43.4M +10% 13.4% 34.2% 5 20% 1.4
Peconic Partners
2317
Peconic Partners
New York
$490M +$60.3M +14% 9.7% 300% 86 58.14% 1.2
Heathbridge Capital Management
2318
Heathbridge Capital Management
Ontario, Canada
$490M +$25.8M +6% 6.15% 58.7% 30 3.33% 4
Van Cleef Asset Management
2319
Van Cleef Asset Management
Ohio
$490M +$36.2M +8% 8.42% 104% 120 8.33% 4.6
Perigon Wealth Management
2320
Perigon Wealth Management
California
$490M +$64.2M +15% 10.2% 104% 288 22.22% 2.2
Adams Street Partners
2321
Adams Street Partners
Illinois
$490M -$10.7M -2% 11.3% 399% 20 45% 1.1
WBH Advisory
2322
WBH Advisory
Maryland
$489M +$43.8M +10% 7.46% 57.6% 252 9.13% 4.4
Michael & Susan Dell Foundation
2323
Michael & Susan Dell Foundation
New York
$489M +$384M +365% 8.21% 238% 31 96.77% 0.2
BFAM Partners
2324
BFAM Partners
Hong Kong
$488M – – 11.9% 36.4% 12 – 0
HH
2325
Hernani Holdings
Wyoming
$488M – – 6.33% – 4 – 0