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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
2601
New England Private Wealth Advisors
Massachusetts
$866M +$63.1M +8% 0.43% 55.8% 195 8.72% 4.1
Makena Capital Management
2602
Makena Capital Management
California
$866M +$31.6M +4% 4.96% 78.7% 29 17.24% 2
One Madison Group
2603
One Madison Group
New York
$866M -$822K -0.1% 2.28% – 32 28.13% 0.9
Cache Advisors
2604
Cache Advisors
California
$866M +$51.6M +6% 6.19% – 197 44.16% 0.6
Rodgers Brothers
2605
Rodgers Brothers
Pennsylvania
$866M +$30.1M +4% 5.63% 108% 253 10.28% 6.6
Wedbush Fund Advisers
2606
Wedbush Fund Advisers
California
$863M -$103M -11% 11.3% – 79 64.56% 0.1
Adams Natural Resources Fund
2607
Adams Natural Resources Fund
Maryland
$863M +$203M +31% 33.8% 50.6% 55 1.82% 7.4
Two Sigma Securities
2608
Two Sigma Securities
New York
$861M +$133M +18% 2.14% 109% 2,375 72.8% 0.2
Pine Grove Financial Group
2609
Pine Grove Financial Group
Minnesota
$860M +$31.6M +4% 1.63% – 203 12.32% 0.2
Ascent Wealth Partners
2610
Ascent Wealth Partners
New York
$860M -$8.67M -1% 1.01% 105% 203 17.24% 4.1
JPC
2611
Jabodon PT Co
Nevada
$860M +$105M +14% 3.18% 61.9% 8 25% 0.7
Benchstone Capital Management
2612
Benchstone Capital Management
New York
$860M -$68.9M -7% 2.79% – 61 63.93% 0.3
Ophir Asset Management
2613
Ophir Asset Management
Australia
$859M -$33M -4% 13.1% 282% 45 53.33% 0.6
Night Owl Capital Management
2614
Night Owl Capital Management
Connecticut
$858M -$54.4M -6% 2.98% 162% 30 3.33% 4.6
TIM
2615
Total Investment Management
Arizona
$858M +$78.4M +10% 1.23% 44.4% 94 12.77% 2.9
U.S. Global Investors (USGI)
2616
U.S. Global Investors (USGI)
Texas
$858M -$76.4M -8% 4.7% 151% 158 32.91% 2.4
Foguth Wealth Management
2617
Foguth Wealth Management
Michigan
$857M +$212M +33% 1.45% – 222 26.13% 1
Quest Investment Management
2618
Quest Investment Management
Oregon
$857M -$71M -8% 3.47% 105% 141 21.99% 3.6
St Louis Trust
2619
St Louis Trust
Missouri
$856M -$15.6M -2% 0.87% 77.2% 151 7.28% 4.3
Caledonia Investments plc (UK)
2620
Caledonia Investments plc (UK)
United Kingdom
$856M -$46.4M -5% 3.93% 61.9% 15 0% 6.2
Baldwin Investment Management
2621
Baldwin Investment Management
Pennsylvania
$856M -$30.1M -3% 2.17% 74.8% 216 6.94% 5.9
VCM
2622
Violich Capital Management
California
$855M -$40.6M -5% 1.82% 111% 124 12.9% 6.7
Aviance Capital Partners
2623
Aviance Capital Partners
Florida
$854M -$13.6M -2% 0.83% 109% 382 9.16% 4.8
Greatmark Investment Partners
2624
Greatmark Investment Partners
Georgia
$854M +$8.15M +1% 1.56% 72.5% 153 11.76% 6.4
FORM Wealth Advisors
2625
FORM Wealth Advisors
Wisconsin
$854M -$613K -0.1% 1.36% – 61 8.2% 0.9