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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)
Ninepoint Partners
2551
Ninepoint Partners
Ontario, Canada
$904M +$145M +19% 12% 82.6% 195 49.23% 0.9
Hudson Valley Investment Advisors
2552
Hudson Valley Investment Advisors
New York
$904M -$56.6M -6% 6.65% 102% 179 17.88% 7
SCM
2553
SIR Capital Management
New York
$904M -$211M -19% 5.27% 71.1% 99 40.4% 0.9
JWBC
2554
J.W. Burns & Co
New York
$903M +$19.7M +2% 3.37% 95.4% 190 6.84% 7.7
Caledonia Investments plc (UK)
2555
Caledonia Investments plc (UK)
United Kingdom
$902M -$114M -11% 7.74% 61.9% 17 23.53% 5.9
Provenance Wealth Advisors
2556
Provenance Wealth Advisors
Florida
$902M +$129M +17% 1.9% 64.3% 446 8.07% 1.9
Sendero Wealth Management
2557
Sendero Wealth Management
Texas
$902M +$48.8M +6% 3.86% 99.2% 202 9.41% 2
Denali Advisors
2558
Denali Advisors
California
$901M +$15.9M +2% 0.96% 106% 352 24.43% 1.5
Euro Pacific Asset Management
2559
Euro Pacific Asset Management
Puerto Rico
$901M +$72.2M +9% 12.1% 172% 97 12.37% 3.2
Isthmus Partners
2560
Isthmus Partners
Wisconsin
$901M +$450M +100% 3.29% 73.7% 222 24.32% 3.1
MidWestOne Financial Group
2561
MidWestOne Financial Group
Iowa
$900M +$77M +9% 8.9% 62.7% 325 13.23% 3.6
Gateway Wealth Partners
2562
Gateway Wealth Partners
Wisconsin
$898M +$158M +21% 2.02% 58.9% 484 20.45% 1.3
Atlas Capital Advisors
2563
Atlas Capital Advisors
Wyoming
$898M – – 4.38% – 971 – 3.2
EAM Investors
2564
EAM Investors
California
$898M +$25.6M +3% 35.8% 6,012% 377 61.54% 0.3
Goldstone Financial Group
2565
Goldstone Financial Group
Illinois
$898M +$52.4M +6% 1.68% 54.9% 229 10.92% 1.8
Ashford Capital Management
2566
Ashford Capital Management
Delaware
$898M -$96.4K -0% 9.75% 150% 120 17.5% 4.2
Think Investments
2567
Think Investments
California
$897M +$141M +19% 4.15% 285% 29 41.38% 2.1
Catalyst Financial Partners
2568
Catalyst Financial Partners
Massachusetts
$897M +$67.6M +8% 4.4% 98.6% 343 13.41% 2
VCM
2569
Violich Capital Management
California
$896M +$55.6M +7% 7.05% 111% 119 12.61% 6.7
Signet Financial Management
2570
Signet Financial Management
New Jersey
$895M +$33.6M +4% 3.5% 65.2% 300 7.67% 3.5
LVZ Inc
2571
LVZ Inc
Michigan
$894M +$14.8M +2% 1.6% 52.9% 175 10.86% 3.1
Nellore Capital Management
2572
Nellore Capital Management
California
$893M -$23.5M -3% 5.3% 73.8% 14 21.43% 3.5
Cypress Capital Group
2573
Cypress Capital Group
Florida
$893M +$56.2M +7% 6.53% 97.8% 242 11.57% 6.4
Navellier & Associates
2574
Navellier & Associates
Nevada
$892M -$93.5M -9% 4.5% 361% 390 25.13% 2
Redhawk Wealth Advisors
2575
Redhawk Wealth Advisors
Minnesota
$892M +$30.4M +4% 3.34% 116% 399 23.56% 1.8