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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)
Hourglass Capital
2476
Hourglass Capital
Texas
$386M -$13.3M -3% 4.49% 89.6% 123 6.5% 3.2
Bramshill Investments
2477
Bramshill Investments
Florida
$385M +$126M +49% 1.33% 3.6% 206 56.8% 0.4
Halbert Hargrove Global Advisors
2478
Halbert Hargrove Global Advisors
California
$385M +$5.66M +1% 2.32% 68.2% 87 17.24% 3
East Coast Asset Management
2479
East Coast Asset Management
Massachusetts
$385M +$24M +7% 10% 147% 75 8% 4.3
Princeton Portfolio Strategies Group
2480
Princeton Portfolio Strategies Group
New Jersey
$385M +$39.5M +11% 8.6% 83.8% 163 13.5% 3.2
Glovista Investments
2481
Glovista Investments
New Jersey
$385M -$22.6M -6% 1.74% 2.48% 124 41.13% 2
Caledonia Investments plc (UK)
2482
Caledonia Investments plc (UK)
United Kingdom
$384M +$16M +4% 10.7% 61.9% 14 7.14% 3.1
Columbia Asset Management
2483
Columbia Asset Management
Michigan
$383M +$39.4M +11% 9.35% 94.1% 228 26.32% 2.6
Siris Capital Group
2484
Siris Capital Group
New York
$383M – – 20.9% – 1 – 0
TCM
2485
Tradition Capital Management
New Jersey
$383M +$30.5M +9% 5.01% 43.5% 199 12.56% 3
CFMC
2486
Curbstone Financial Management Corp
New Hampshire
$383M +$20.8M +6% 5.16% 69.6% 175 7.43% 3.2
WealthSource Partners
2487
WealthSource Partners
California
$383M +$24.5M +7% 3.56% 16.8% 352 25.28% 1.3
XS
2488
XR Securities
Illinois
$383M +$100M +35% 1.58% 17% 480 62.29% 0.1
PrairieView Partners
2489
PrairieView Partners
Minnesota
$382M -$7.63M -2% 2.9% 34% 44 2.27% 0.7
FCPV
2490
FS Capital Partners VI
California
$382M -$428M -53% 38.8% – 1 0% 1.3
M Holdings Securities
2491
M Holdings Securities
Oregon
$382M +$17.9M +5% 6% 83.9% 371 13.75% 2.4
RFG Advisory
2492
RFG Advisory
Alabama
$382M +$49.7M +15% 3.92% 52.3% 307 38.44% 0.9
Tortoise Investment Management
2493
Tortoise Investment Management
New York
$381M +$16.7M +5% 3% 40.2% 588 7.82% 3.1
Gateway Advisory
2494
Gateway Advisory
New Jersey
$381M +$25.2M +7% 3.59% 26% 78 28.21% 1.5
Robotti Robert
2495
Robotti Robert
$380M -$4.02M -1% 2.47% 107% 71 14.08% 2.5
MAM
2496
Morse Asset Management
Connecticut
$379M +$14.6M +4% 7.9% 222% 147 14.29% 1.2
Arcadia Investment Management
2497
Arcadia Investment Management
Michigan
$379M +$19.9M +6% 7.1% 83.5% 337 5.04% 2.8
FAG
2498
Financial Advisory Group
Texas
$379M +$17.5M +5% 4.36% 20.6% 68 7.35% 3.1
Almanack Investment Partners
2499
Almanack Investment Partners
Pennsylvania
$379M +$156M +70% 2.71% 77.8% 294 59.86% 0.5
Oslo Asset Management AS
2500
Oslo Asset Management AS
Norway
$378M +$12.9M +4% 1.52% 82.7% 15 6.67% 1.7