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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)
SOL Capital Management
2526
SOL Capital Management
Maryland
$370M +$19.7M +6% 5.07% 56.6% 248 4.44% 3.7
NTV Asset Management
2527
NTV Asset Management
West Virginia
$370M +$15.1M +4% 5.25% 110% 186 4.84% 3.8
FRG Family Wealth Advisors
2528
FRG Family Wealth Advisors
Washington
$370M +$31.4M +9% 8.95% 76.4% 151 5.96% 2.3
Vision Capital Management
2529
Vision Capital Management
Oregon
$370M +$26.4M +8% 7.42% 78.4% 82 4.88% 2.6
Nadler Financial Group
2530
Nadler Financial Group
Illinois
$370M +$16.4M +5% 6.77% 81.8% 89 10.11% 3.6
GC
2531
Gobi Capital
California
$369M +$121M +49% 5.25% 93.7% 9 11.11% 1.1
Gerber Kawasaki Wealth & Investment Management
2532
Gerber Kawasaki Wealth & Investment Management
California
$368M +$34.2M +10% 5.87% 91.5% 128 23.44% 1.4
ArchPoint Investors
2533
ArchPoint Investors
Florida
$368M +$20.7M +6% 5.64% 111% 147 14.97% 2.3
BW Gestao de Investimentos
2534
BW Gestao de Investimentos
Brazil
$367M -$73M -17% 6.67% 95.1% 123 39.84% 1.2
Pensionfund Sabic
2535
Pensionfund Sabic
Netherlands
$367M +$11.2M +3% 6.63% 63.6% 236 21.19% 1.7
CANC
2536
Culbertson A N & Co
Virginia
$367M +$30.8M +9% 7.6% 87.5% 112 5.36% 3.8
Nine Masts Capital
2537
Nine Masts Capital
Hong Kong
$367M -$149M -29% 6.39% 88.1% 415 61.2% 0.2
Willingdon Wealth Management
2538
Willingdon Wealth Management
North Carolina
$366M +$39.5M +12% 5.68% 15.3% 430 25.81% 1.1
Woodmont Investment Counsel
2539
Woodmont Investment Counsel
Tennessee
$366M +$3.47M +1% 5.74% 66.8% 175 15.43% 3.9
Simcoe Capital Management
2540
Simcoe Capital Management
New York
$366M +$69.2M +23% 1.11% 48.7% 14 21.43% 1.2
HighPoint Advisor Group
2541
HighPoint Advisor Group
Illinois
$365M -$5.27M -1% 9.07% – 378 19.84% 1.7
Cubic Asset Management
2542
Cubic Asset Management
Massachusetts
$365M +$19M +5% 5.95% 40.5% 171 4.68% 3.5
GCM
2543
Gabalex Capital Management
New York
$365M +$24.9M +7% 6.58% 24.9% 24 20.83% 2.3
Tandem Investment Advisors
2544
Tandem Investment Advisors
South Carolina
$365M +$37.7M +12% 8.67% 10.4% 59 5.08% 1.5
IQ EQ Fund Management
2545
IQ EQ Fund Management
Ireland
$364M -$8.88M -2% 8.2% 109% 107 8.41% 2.4
Charles-Lim Capital
2546
Charles-Lim Capital
Hong Kong
$364M -$76M -17% 9.4% 4.44% 5 40% 1.8
Northeast Financial Consultants
2547
Northeast Financial Consultants
Connecticut
$364M +$39.6M +12% 6.77% 63.8% 187 42.78% 2.2
ACK Asset Management
2548
ACK Asset Management
Connecticut
$364M -$10.6M -3% 6.9% 132% 36 38.89% 1.1
Veritas Investment Management (UK)
2549
Veritas Investment Management (UK)
United Kingdom
$363M +$55.1M +18% 8.15% 151% 37 10.81% 2.8
13D Management
2550
13D Management
New York
$363M -$29.2M -7% 1.17% 157% 39 30.77% 1.8