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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)
Symmetry Investments
2626
Symmetry Investments
Jersey
$712M -$180M -20% 3.91% 148% 226 71.68% 0.6
Avitas Wealth Management
2627
Avitas Wealth Management
California
$711M +$28.6M +4% 5.97% 56.2% 209 8.61% 3.2
North Peak Capital Management
2628
North Peak Capital Management
New York
$711M -$140M -16% 1.97% 301% 10 50% 1.5
Flaharty Asset Management
2629
Flaharty Asset Management
Florida
$711M +$34.4M +5% 4.77% 33.4% 450 74.22% 0.9
Covalis Capital
2630
Covalis Capital
United Kingdom
$711M -$24.9M -3% 11.5% 37.9% 89 74.16% 0.3
St Louis Trust
2631
St Louis Trust
Missouri
$711M +$56.7M +9% 7.34% 71.4% 125 14.4% 4.7
Dillon & Associates
2632
Dillon & Associates
Michigan
$711M +$22.8M +3% 4.61% 117% 85 10.59% 7.1
McGuire Investment Group
2633
McGuire Investment Group
Rhode Island
$710M +$12.7M +2% 2.42% 202% 116 5.17% 3.9
Pier Capital
2634
Pier Capital
Connecticut
$710M +$37.4M +6% 9.56% 223% 143 18.18% 1.8
Vision Capital Management
2635
Vision Capital Management
Oregon
$709M +$37.2M +6% 6.87% 78.4% 131 9.92% 4.2
Bedel Financial Consulting
2636
Bedel Financial Consulting
Indiana
$709M +$26.4M +4% 2.94% 104% 263 6.08% 4.3
AA
2637
AF Advisors
California
$708M +$163M +30% 30.1% 76.5% 23 8.7% 2.4
Managed Asset Portfolios
2638
Managed Asset Portfolios
Michigan
$708M +$33.3M +5% 7.48% 99.2% 48 10.42% 4
Baker Ellis Asset Management
2639
Baker Ellis Asset Management
Washington
$707M +$43.1M +6% 6.93% 91.9% 231 11.26% 5.2
D'Orazio & Associates
2640
D'Orazio & Associates
Virginia
$706M +$54.3M +8% 6.69% 61.2% 258 17.05% 2.9
HHM Wealth Advisors
2641
HHM Wealth Advisors
Tennessee
$705M +$40.5M +6% 7.09% 62.3% 842 13.9% 2.7
Beacon Capital Management LLC (Tennessee)
2642
Beacon Capital Management LLC (Tennessee)
Tennessee
$704M +$161M +30% 4.64% 83% 1,233 17.84% 1.7
Lee Financial
2643
Lee Financial
Texas
$704M +$90.5M +15% 6.63% 75% 188 26.06% 4.2
WoodTrust Financial
2644
WoodTrust Financial
Wisconsin
$703M +$60.3M +9% 7.05% 80.3% 193 18.65% 2.3
Pinnbrook Capital Management
2645
Pinnbrook Capital Management
New York
$703M +$229M +48% 17.6% 913% 107 69.16% 0.2
Power Corp of Canada
2646
Power Corp of Canada
Canada
$703M -$88.7M -11% 11% 14.4% 3 0% 1.6
Stevens Capital Management
2647
Stevens Capital Management
Pennsylvania
$703M +$407M +138% 5.99% 108% 314 67.2% 0.4
FCP
2648
Fine Capital Partners
New York
$702M -$142M -17% 13.5% 95.5% 2 50% 11.3
Sharkey, Howes & Javer
2649
Sharkey, Howes & Javer
Colorado
$702M +$83.2M +13% 5.28% 60.2% 152 28.95% 2.6
Towle & Co
2650
Towle & Co
Colorado
$701M -$62M -8% 2.31% 172% 62 19.35% 1.7