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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)
Moloney Securities Asset Management
2601
Moloney Securities Asset Management
Missouri
$745M -$509K -0.1% 1.7% 86% 533 18.39% 3.6
AH Capital Management
2602
AH Capital Management
California
$745M -$393M -34% 1.85% – 14 21.43% 0.8
Bornite Capital Management
2603
Bornite Capital Management
New York
$744M +$178M +31% 5.47% 208% 51 60.78% 0.4
Relyea Zuckerberg Hanson
2604
Relyea Zuckerberg Hanson
Connecticut
$744M +$86.4M +13% 2.89% 95.9% 268 13.43% 2.6
TCM
2605
Trybe Capital Management
Connecticut
$742M +$181M +32% 12.7% 681% 16 37.5% 2.2
Perseverance Asset Management International
2606
Perseverance Asset Management International
Cayman Islands
$742M -$126M -14% 7.19% 120% 19 10.53% 1.8
Ascent Wealth Partners
2607
Ascent Wealth Partners
New York
$742M +$24M +3% 2.66% 105% 170 14.12% 4
Focused Wealth Management
2608
Focused Wealth Management
New York
$741M -$27.7M -4% 2.36% 80.9% 267 41.2% 6.2
Claro Advisors
2609
Claro Advisors
Massachusetts
$740M -$33.8M -4% 4.81% 98.8% 561 21.93% 2.3
Redhawk Wealth Advisors
2610
Redhawk Wealth Advisors
Minnesota
$740M +$39.8M +6% 2% 116% 337 21.96% 1.7
BIC
2611
Beach Investment Counsel
Pennsylvania
$740M -$68.6M -8% 6.43% 36% 225 46.67% 7.2
Pureheart Capital
2612
Pureheart Capital
$740M – – 1.68% – 7 – 0
Cahill Financial Advisors
2613
Cahill Financial Advisors
Minnesota
$738M +$6.67M +0.9% 1% 55.9% 275 12.73% 4.4
PGCM
2614
Prescott Group Capital Management
Oklahoma
$737M +$48.5M +7% 2.39% 135% 258 22.09% 2.1
Genus Capital Management
2615
Genus Capital Management
British Columbia, Canada
$737M -$26.7M -3% – – 223 30.49% 0.4
EC
2616
Euclidean Capital
New York
$737M -$170M -19% 1.88% 79.7% 12 8.33% 2.9
OP
2617
ORG Partners
Indiana
$737M +$112M +18% 0.25% 69.5% 1,391 17.4% 0.6
JLB & Associates
2618
JLB & Associates
Michigan
$737M -$40.6M -5% 1.69% 69.9% 79 2.53% 7.4
Broad Run Investment Management
2619
Broad Run Investment Management
Virginia
$736M -$92.3M -11% 2.29% 202% 24 0% 6.2
HHM Wealth Advisors
2620
HHM Wealth Advisors
Tennessee
$735M +$30.4M +4% 0.62% 62.3% 1,050 29.33% 2.2
Ikarian Capital
2621
Ikarian Capital
Texas
$735M +$18.1M +3% 91.2% 5,184% 212 50.94% 0.6
Howard Financial Services
2622
Howard Financial Services
Texas
$735M +$42.6M +6% 0.75% 55.9% 194 17.53% 2.7
Consolidated Planning Corp
2623
Consolidated Planning Corp
Georgia
$735M +$62.4M +9% 1.85% 84.6% 214 15.89% 1.9
Greatmark Investment Partners
2624
Greatmark Investment Partners
Georgia
$734M -$3.06M -0.4% 0.1% 72.5% 143 8.39% 6
Hendershot Investments
2625
Hendershot Investments
Virginia
$734M -$2.47M -0.3% 1% 50.5% 132 2.27% 5.5