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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)
New England Private Wealth Advisors
2476
New England Private Wealth Advisors
Massachusetts
$547M -$380K -0.1% 13.1% 55.8% 105 0.95% 4.5
Steel Grove Capital Advisors
2477
Steel Grove Capital Advisors
Tennessee
$547M -$91M -14% 15.2% 106% 159 13.21% 3.2
Adams Natural Resources Fund
2478
Adams Natural Resources Fund
Maryland
$546M -$47.3M -8% 7.21% 50.6% 58 6.9% 5.4
C2C Wealth Management
2479
C2C Wealth Management
Arizona
$546M -$41.8M -7% 12.8% 77.2% 212 15.09% 0.5
RBO & Co
2480
RBO & Co
California
$546M -$66.5M -11% 9.85% 27.9% 59 3.39% 5
Lee Financial
2481
Lee Financial
Texas
$545M -$13.7M -2% 12.7% 75% 1,046 30.11% 1.9
Logos Global Management
2482
Logos Global Management
California
$545M -$226M -29% 12% 1,585% 51 45.1% 0.8
Eudaimonia Partners
2483
Eudaimonia Partners
Tennessee
$545M -$43.2M -7% 11.7% – 453 24.28% 1.7
CCM
2484
Contrarian Capital Management
Connecticut
$545M -$200M -27% 21.7% 29.4% 40 50% 1
Magnus Financial Group
2485
Magnus Financial Group
New York
$544M -$54.6M -9% 14% 78.2% 312 17.95% 2
Nadler Financial Group
2486
Nadler Financial Group
Illinois
$543M -$95M -15% 15.5% 81.8% 125 20% 5.1
TFS
2487
Thoroughbred Financial Services
Tennessee
$543M -$68.9M -11% 15.5% 166% 403 18.61% 1.8
SP
2488
Solel Partners
Massachusetts
$543M +$80.1M +17% 12.7% 25.9% 33 30.3% 0.8
River Wealth Advisors
2489
River Wealth Advisors
Pennsylvania
$543M -$83.6M -13% 13.7% 80.3% 226 8.41% 4.6
Kathmere Capital Management
2490
Kathmere Capital Management
Pennsylvania
$542M -$45.3M -8% 11.4% 68.3% 186 24.73% 1.4
Willow Creek Wealth Management
2491
Willow Creek Wealth Management
California
$539M +$41.6M +8% 9.73% 36.5% 134 20.15% 2.7
BTG Pactual Global Asset Management
2492
BTG Pactual Global Asset Management
Bermuda
$539M -$213M -28% 10.4% 88.9% 185 74.59% 0.3
Stillwater Capital Advisors
2493
Stillwater Capital Advisors
Pennsylvania
$538M -$84M -13% 13.8% 121% 80 6.25% 4.4
Insight Wealth Strategies
2494
Insight Wealth Strategies
California
$538M -$140M -21% 12.1% 83.5% 163 18.4% 2.2
BCM
2495
Bayesian Capital Management
New York
$537M -$133M -20% 15.8% 107% 1,208 75.91% 0.2
KMG Fiduciary Partners
2496
KMG Fiduciary Partners
Ohio
$536M -$89M -14% 14.3% 114% 216 12.96% 2.1
LS Investment Advisors
2497
LS Investment Advisors
Michigan
$536M -$93.5M -15% 14.5% 98.7% 149 17.45% 7.7
Isthmus Partners
2498
Isthmus Partners
Wisconsin
$536M -$72.7M -12% 11.2% 73.7% 151 7.28% 3.3
Manitou Investment Management
2499
Manitou Investment Management
Ontario, Canada
$536M -$116M -18% 16.6% 69.3% 46 8.7% 3.6
Tufton Capital Management
2500
Tufton Capital Management
Maryland
$535M -$83.4M -13% 11.6% 96.1% 126 10.32% 6.3