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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)
SF
2626
Symphony Financial
Texas
$822M +$58.5M +8% 8.73% 95.7% 291 18.9% 1.1
Disciplina Capital Management
2627
Disciplina Capital Management
Tennessee
$822M +$30.3M +4% 4.13% 30% 65 7.69% 3.1
Occudo Quantitative Strategies
2628
Occudo Quantitative Strategies
Florida
$821M -$69.4M -8% 5.79% 94.6% 924 64.83% 0.3
Capital Investment Counsel Inc
2629
Capital Investment Counsel Inc
North Carolina
$821M +$68.7M +9% 12.6% 174% 259 29.34% 6.3
180 Wealth Advisors
2630
180 Wealth Advisors
Washington
$821M +$104M +14% 13.9% 136% 469 12.37% 3.7
Quantum Financial Advisors
2631
Quantum Financial Advisors
California
$820M +$81.6M +11% 7.08% 61.1% 208 16.35% 1.7
Hill Investment Group Partners
2632
Hill Investment Group Partners
Missouri
$820M +$52.4M +7% 6.46% 50.6% 55 9.09% 2.7
CVC Management Holdings II
2633
CVC Management Holdings II
Jersey
$818M +$175M +27% 28.5% – 3 0% 1.5
Marietta Wealth Management
2634
Marietta Wealth Management
Georgia
$818M +$50.9M +7% 7.63% 93% 125 12% 4.5
Newbrook Capital Advisors
2635
Newbrook Capital Advisors
New York
$818M +$24.1M +3% 17.3% 299% 26 38.46% 1
Angelo Gordon & Co
2636
Angelo Gordon & Co
New York
$818M +$66.2M +9% 27% 90.1% 76 36.84% 0.7
Howard Financial Services
2637
Howard Financial Services
Texas
$817M +$56.7M +7% 6% 55.9% 202 11.88% 3
PAMJ
2638
Parvus Asset Management Jersey
Jersey
$817M -$1.41B -63% 11.1% – 1 0% 0.3
NM
2639
Newtyn Management
New York
$817M +$157M +24% 11.7% 52% 40 32.5% 1.8
Destiny Wealth Partners
2640
Destiny Wealth Partners
Florida
$816M +$72.2M +10% 7.4% 63.7% 208 9.13% 2.5
Brigade Capital Management
2641
Brigade Capital Management
New York
$815M +$379M +87% 10.5% 42.7% 23 26.09% 1.2
1834 Investment Advisors
2642
1834 Investment Advisors
Wisconsin
$815M +$25.1M +3% 5.7% 68.7% 213 7.98% 5.8
Consolidated Investment Group
2643
Consolidated Investment Group
Colorado
$814M +$67.5M +9% 9.58% 140% 71 11.27% 5.7
De Lisle Partners
2644
De Lisle Partners
United Kingdom
$814M +$105M +15% 15.6% – 191 17.8% 1.2
Bank Hapoalim BM
2645
Bank Hapoalim BM
Israel
$813M +$80.2M +11% 8.19% 76.6% 137 20.44% 4.7
Baker Ellis Asset Management
2646
Baker Ellis Asset Management
Washington
$812M +$83.4M +11% 8% 91.9% 252 15.48% 5.3
Rodgers Brothers
2647
Rodgers Brothers
Pennsylvania
$812M +$19.3M +2% 5.71% 108% 245 7.35% 6.5
Vision Capital Management
2648
Vision Capital Management
Oregon
$811M +$49.6M +7% 8.16% 78.4% 149 8.72% 4.2
Flat Footed LLC
2649
Flat Footed LLC
Wyoming
$810M +$240M +42% 16.9% 152% 25 28% 0.7
Cat Rock Capital Management
2650
Cat Rock Capital Management
Connecticut
$810M +$16.6M +2% 1.88% 66.7% 17 17.65% 2.3