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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)
Concourse Financial Group Securities
2576
Concourse Financial Group Securities
Alabama
$356M – – 4.76% 18.1% 1,679 – 0
Bulldog Investors
2577
Bulldog Investors
New Jersey
$356M -$24.4M -6% 0.82% 22.5% 142 27.46% 1
Tetrad Corporation
2578
Tetrad Corporation
Nebraska
$355M +$37.2M +12% 11.9% 45.6% 4 0% 5.3
Ausdal Financial Partners
2579
Ausdal Financial Partners
Iowa
$355M +$31M +10% 5.29% 63.2% 455 18.24% 1.5
Farmers Trust Company
2580
Farmers Trust Company
Ohio
$355M +$24.7M +7% 7.61% 73.5% 167 8.98% 3.1
Sunflower Bank Wealth Management
2581
Sunflower Bank Wealth Management
Arizona
$355M +$12.7M +4% 7.33% 33.7% 141 4.96% 3
D.L. Carlson Investment Group
2582
D.L. Carlson Investment Group
New Hampshire
$354M +$27.3M +8% 9.51% 113% 145 8.97% 3
Capital Advisors Ltd
2583
Capital Advisors Ltd
Ohio
$354M +$34.3M +11% 5.36% 54.2% 492 18.5% 2.8
Well Done LLC
2584
Well Done LLC
Michigan
$354M +$20.4M +6% 6.02% 80.4% 140 12.14% 1.5
HCP
2585
Holt Capital Partners
Texas
$354M +$18.1M +5% 5.2% 69.5% 149 4.7% 3.3
Tanglewood Wealth Management
2586
Tanglewood Wealth Management
Texas
$354M +$10.3M +3% 2.98% 64.6% 10 10% 3
CMG
2587
Cavalry Management Group
California
$353M +$118M +50% 15.3% 59.6% 24 75% 0.3
Cardinal Capital Management Inc (North Carolina)
2588
Cardinal Capital Management Inc (North Carolina)
North Carolina
$353M +$23.1M +7% 8.09% 86.4% 129 4.65% 4
P.J. Schmidt Investment Management (PJS)
2589
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353M +$10.3M +3% 6.16% 65.9% 139 5.04% 3.4
B. Riley Financial
2590
B. Riley Financial
California
$352M -$29.2M -8% 5.05% 682% 348 55.75% 1.4
Precept Management
2591
Precept Management
Texas
$352M +$18.5M +6% 16.1% 110% 102 56.86% 0.6
FPCM
2592
Financial Partners Capital Management
New York
$352M +$23.2M +7% 6.83% 34.2% 83 7.23% 3.4
Avitas Wealth Management
2593
Avitas Wealth Management
California
$352M +$31.3M +10% 6.86% 56.2% 165 13.33% 0.2
Lingotto Investment Management
2594
Lingotto Investment Management
United Kingdom
$352M +$22.5M +7% 4.87% 388% 7 0% 0.6
SP Asset Management
2595
SP Asset Management
California
$352M -$14.6M -4% 0.59% 92.4% 78 5.13% 0.2
Silphium Asset Management
2596
Silphium Asset Management
United Kingdom
$350M +$33.1M +10% 5.29% 128% 177 59.32% 0.3
TA
2597
Tamarack Advisers
California
$350M +$51.5M +17% 17.1% 46.5% 35 34.29% 1.1
Hunting Hill Global Capital
2598
Hunting Hill Global Capital
New York
$350M -$226M -39% 1.94% 132% 29 44.83% 0.6
Quadrant Capital Group
2599
Quadrant Capital Group
Ohio
$350M +$64.7M +23% 6.23% 118% 2,337 8.81% 2.4
Trustees of General Electric Pension Trust
2600
Trustees of General Electric Pension Trust
Connecticut
$350M -$71.9M -17% 17% 184% 1 0% 1.8