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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
BA
2301
Bristlecone Advisors
Washington
$498M +$87.5M +21% 8.95% 103% 199 32.66%
CWM
2302
Campbell Wealth Management
Virginia
$498M +$47.8M +11% 6.07% 11.2% 67 5.97%
CA
2303
Calton & Associates
Florida
$498M +$47.5M +11% 7.55% 73.9% 401 24.94%
GWM
2304
Greenwich Wealth Management
Connecticut
$497M -$15.2M -3% 8.26% 198% 199 13.57%
AIA
2305
Angeles Investment Advisors
California
$497M +$33.3M +7% 8.09% 71.7% 90 22.22%
DBG
2306
De Burlo Group
Massachusetts
$495M +$50.8M +11% 13% 147% 95 32.63%
CAM
2307
Crake Asset Management
United Kingdom
$495M 18.3% 52.7% 14
CNB
2308
Camden National Bank
Maine
$494M +$34.2M +7% 5% 48.8% 146 21.23%
OPCM
2309
Osborne Partners Capital Management
California
$494M -$3.97M -0.8% 9.96% 60.8% 165 8.48%
BFG
2310
Barber Financial Group
Kansas
$494M +$23.3M +5% 5% 39% 154 9.09%
AC
2311
Antara Capital
New York
$494M +$278M +129% 7.01% 39.8% 54 70.37%
DAM
2312
Deltec Asset Management
New York
$493M +$95.4M +24% 9.02% 128% 203 33.5%
TFA
2313
Toth Financial Advisory
Virginia
$493M +$36.6M +8% 8.13% 82.5% 546 25.64%
OI
2314
Oakbrook Investments
Illinois
$491M -$1.05B -68% 9.62% 26.1% 648 18.21%
BCVI
2315
Bain Capital Venture Investors
Massachusetts
$491M +$43.4M +10% 13.4% 34.2% 5 20%
PP
2316
Peconic Partners
New York
$490M +$60.3M +14% 9.7% 300% 86 58.14%
HCM
2317
Heathbridge Capital Management
Ontario, Canada
$490M +$25.8M +6% 6.15% 58.7% 30 3.33%
VCAM
2318
Van Cleef Asset Management
Ohio
$490M +$36.2M +8% 8.42% 87.3% 120 8.33%
PWM
2319
Perigon Wealth Management
California
$490M +$64.2M +15% 10.2% 93.8% 288 22.22%
ASP
2320
Adams Street Partners
Illinois
$490M -$10.7M -2% 11.3% 399% 20 45%
WA
2321
WBH Advisory
Maryland
$489M +$43.8M +10% 7.46% 57.6% 252 9.13%
MSDF
2322
Michael & Susan Dell Foundation
New York
$489M +$384M +365% 8.21% 238% 31 96.77%
BP
2323
BFAM Partners
Hong Kong
$488M 11.9% 36.4% 12
HH
2324
Hernani Holdings
Wyoming
$488M 6.33% 4
HS
2325
Hazelview Securities
Ontario, Canada
$488M -$71.9M -13% 1.27% 54 48.15%