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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)
Monashee Investment Management
2326
Monashee Investment Management
Massachusetts
$435M +$287M +194% 24.3% 520% 174 78.16% 0.1
JOYN Advisors
2327
JOYN Advisors
Georgia
$435M -$6.17M -1% 12.7% 0.77% 1,829 93.6% 1.5
Duncker Streett & Co
2328
Duncker Streett & Co
Missouri
$434M +$60.5M +16% 13.8% 102% 600 7.33% 4.3
Heritage Trust
2329
Heritage Trust
Oklahoma
$433M +$191M +79% 12.5% – 473 66.17% 1.7
Newport Asia
2330
Newport Asia
California
$433M +$94.7M +28% 34.8% – 4 0% 4
M Holdings Securities
2331
M Holdings Securities
Oregon
$432M +$110M +34% 13% 83.9% 384 21.09% 2.5
Academy Capital Management
2332
Academy Capital Management
Texas
$431M +$67.6M +19% 18.6% 71.2% 40 10% 3.3
Arrow Financial
2333
Arrow Financial
New York
$431M +$40.4M +10% 11.8% 71.1% 381 15.75% 4.1
Van Cleef Asset Management
2334
Van Cleef Asset Management
Ohio
$431M +$56.7M +15% 14.4% 104% 117 5.98% 4.2
Main Management ETF Advisors
2335
Main Management ETF Advisors
California
$431M +$73.1M +20% 15% 97.2% 13 23.08% 0.7
HGC Investment Management
2336
HGC Investment Management
Ontario, Canada
$430M +$16.9M +4% 1.79% 33.2% 163 37.42% 0.5
Perigon Wealth Management
2337
Perigon Wealth Management
California
$430M +$38.3M +10% 15% 104% 243 17.7% 2.2
Howard Hughes Medical Institute
2338
Howard Hughes Medical Institute
Maryland
$429M +$113M +36% 11.6% 70.9% 30 10% 3.4
LSP Investment Advisors
2339
LSP Investment Advisors
New York
$429M +$51.5M +14% 23.2% 79.5% 27 29.63% 0.8
Nationwide Fund Advisors
2340
Nationwide Fund Advisors
Ohio
$428M -$287M -40% 10.8% 34.1% 6 16.67% 1
Baxter Bros Inc
2341
Baxter Bros Inc
Connecticut
$428M +$59.5M +16% 13.3% 73.8% 112 3.57% 4.2
LVZ Inc
2342
LVZ Inc
Michigan
$428M +$76M +22% 9.5% 52.9% 93 41.94% 1.4
RIA
2343
RPG Investment Advisory
California
$427M +$26.7M +7% 14.2% 186% 309 12.62% 1.6
Lee Financial
2344
Lee Financial
Texas
$427M +$54M +14% 11% 75% 574 28.92% 1.4
Toth Financial Advisory
2345
Toth Financial Advisory
Virginia
$427M +$61.4M +17% 15% 90.4% 467 22.27% 1.8
AIA International
2346
AIA International
Hong Kong
$427M +$144M +51% 29.4% 47.9% 8 12.5% 1
First Mercantile Trust
2347
First Mercantile Trust
Tennessee
$426M +$13.1M +3% 16.5% 51.2% 958 16.49% 2.6
United Asset Strategies
2348
United Asset Strategies
New York
$426M +$59.3M +16% 11.9% 111% 215 19.53% 1.7
Brown Advisory Securities
2349
Brown Advisory Securities
Maryland
$425M -$98.4M -19% 14% 51% 384 22.66% 3.7
Hengehold Capital Management
2350
Hengehold Capital Management
Ohio
$425M +$114M +37% 10.6% 54.5% 129 14.73% 2.7