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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)
Resonant Capital Advisors
2651
Resonant Capital Advisors
Wisconsin
$575M +$57.4M +11% 0.71% 56.5% 191 11.52% 1.4
D.L. Carlson Investment Group
2652
D.L. Carlson Investment Group
New Hampshire
$575M -$2.94M -0.5% 1.53% 113% 156 13.46% 3.2
Baldwin Investment Management
2653
Baldwin Investment Management
Pennsylvania
$574M -$13M -2% 0.87% 74.8% 263 10.65% 3.2
Brouwer & Janachowski
2654
Brouwer & Janachowski
California
$574M -$2.26M -0.4% 0.74% 41.8% 72 23.61% 3.4
Caledonia Investments plc (UK)
2655
Caledonia Investments plc (UK)
United Kingdom
$572M +$19.1M +3% 2.48% 61.9% 11 0% 4.8
NFAM
2656
North Fourth Asset Management
New Jersey
$572M +$3.71M +0.7% 6.8% 104% 151 87.42% 0.1
Whetstone Capital Advisors
2657
Whetstone Capital Advisors
Kansas
$572M +$33.6M +6% 0.75% 282% 34 38.24% 1.5
Granger Management
2658
Granger Management
New York
$572M +$77.5M +16% 3.05% 69.9% 33 6.06% 0.7
Nicholas Hoffman & Company
2659
Nicholas Hoffman & Company
Georgia
$570M +$16.1M +3% 0.59% 71.9% 278 9.71% 2.9
RBO & Co
2660
RBO & Co
California
$570M -$2.73M -0.5% 0.04% 27.9% 63 6.35% 4.1
Night Owl Capital Management
2661
Night Owl Capital Management
Connecticut
$570M +$63.3M +13% 6.58% 162% 28 17.86% 3.7
Institute for Wealth Management
2662
Institute for Wealth Management
Colorado
$570M +$192K +0% 0.46% 137% 509 9.04% 2.2
Boenning & Scattergood
2663
Boenning & Scattergood
Pennsylvania
$569M -$5.38M -0.9% 0.52% 34.5% 395 9.11% 2.1
Dudley & Shanley
2664
Dudley & Shanley
Florida
$569M -$37.6M -6% 0.02% 67.9% 31 0% 2.7
Beach Point Capital Management
2665
Beach Point Capital Management
California
$568M -$38.8M -6% 1.12% 84.1% 45 28.89% 0.9
North Growth Management
2666
North Growth Management
British Columbia, Canada
$567M -$48.1M -8% 6.88% 243% 51 3.92% 2.7
ACME LLC
2667
ACME LLC
California
$566M +$512M +938% 17.5% 199% 8 50% 0.3
Aviance Capital Partners
2668
Aviance Capital Partners
Florida
$566M -$5.53M -1% 1.82% 109% 262 8.02% 3.9
Cornerstone Wealth Group
2669
Cornerstone Wealth Group
North Carolina
$566M +$74.7M +15% 0.35% 96% 168 23.21% 1.3
Virtue Capital Management
2670
Virtue Capital Management
Tennessee
$565M +$64M +13% 1.01% 97.9% 398 23.62% 0.8
Wolf Hill Capital Management
2671
Wolf Hill Capital Management
Connecticut
$565M +$196M +53% 4.1% 384% 39 53.85% 0.3
Golden Gate Private Equity
2672
Golden Gate Private Equity
California
$565M -$234M -29% 20.9% 8.72% 14 57.14% 0.9
Patriot Financial Group Insurance Agency
2673
Patriot Financial Group Insurance Agency
Massachusetts
$564M +$16.8M +3% 1.46% 97.3% 2,295 10.24% 2
Tanglewood Wealth Management
2674
Tanglewood Wealth Management
Texas
$563M +$4.56M +0.8% 1.05% 64.6% 23 4.35% 2.9
KWB Wealth
2675
KWB Wealth
California
$563M +$41.8M +8% 0.87% 54.8% 92 14.13% 0.7