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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)
Jag Capital Management
2651
Jag Capital Management
Missouri
$717M -$112M -13% 11% 230% 153 20.26% 3.8
Souders Financial Advisors
2652
Souders Financial Advisors
Ohio
$716M -$1.75M -0.2% 0.39% 54.9% 184 11.41% 2.5
Inspirion Wealth Advisors
2653
Inspirion Wealth Advisors
Illinois
$716M +$825K +0.1% 0.14% 52.5% 164 10.37% 4.3
Skylands Capital
2654
Skylands Capital
Wisconsin
$716M -$21.3M -3% 1.34% 61% 165 15.76% 5.4
Coppell Advisory Solutions
2655
Coppell Advisory Solutions
Texas
$716M +$35.9M +5% 2.47% – 2,114 17.55% 1.1
Greenline Partners
2656
Greenline Partners
New York
$714M +$15.7M +2% 1.42% 69.6% 242 43.8% 2
Consolidated Investment Group
2657
Consolidated Investment Group
Colorado
$713M +$40.1M +6% 5.36% 140% 66 6.06% 5.9
MainStreet Investment Advisors
2658
MainStreet Investment Advisors
Illinois
$713M -$39.8M -5% 0.29% 61% 166 15.66% 4.2
TIM
2659
Total Investment Management
Arizona
$713M -$180M -20% 2.02% 44.4% 82 21.95% 2.9
Arbor Investment Advisors
2660
Arbor Investment Advisors
North Carolina
$712M -$42.6M -6% 1.89% 48.5% 125 21.6% 4.8
Quarry LP
2661
Quarry LP
New York
$712M +$314M +79% 5.25% 83.2% 2,134 51.41% 0.6
Lee Financial
2662
Lee Financial
Texas
$712M +$8.01M +1% 1.5% 75% 189 8.47% 4.4
Stanley-Laman Group
2663
Stanley-Laman Group
Pennsylvania
$712M -$408K -0.1% 5.68% 114% 309 14.56% 2.1
Qtron Investments
2664
Qtron Investments
Massachusetts
$712M -$19.8M -3% 3.33% 140% 437 13.04% 2.4
MidWestOne Financial Group
2665
MidWestOne Financial Group
Iowa
$712M -$12.5M -2% 0.89% 62.7% 300 9.33% 3.2
Sharkey, Howes & Javer
2666
Sharkey, Howes & Javer
Colorado
$712M +$9.8M +1% 1.18% 60.2% 155 14.19% 2.8
TrinityPoint Wealth
2667
TrinityPoint Wealth
Connecticut
$712M +$16.1M +2% 1.76% 28.4% 356 13.2% 3.3
WoodTrust Financial
2668
WoodTrust Financial
Wisconsin
$711M +$7.39M +1% 0.99% 80.3% 194 13.4% 2.6
American Financial Advisors
2669
American Financial Advisors
Georgia
$710M -$23M -3% 0.75% 52.7% 153 6.54% 3.1
Gilbert & Cook
2670
Gilbert & Cook
Iowa
$709M -$18M -2% 1.47% 63.2% 224 14.73% 3.5
Iron Gate Global Advisors
2671
Iron Gate Global Advisors
Utah
$709M +$61.9M +10% 6.29% 106% 97 17.53% 3.6
Scarborough Advisors
2672
Scarborough Advisors
Maryland
$708M +$88.9M +14% 0.94% 63.3% 120 34.17% 0.9
Moisand Fitzgerald Tamayo
2673
Moisand Fitzgerald Tamayo
Florida
$707M -$21.1M -3% 2.54% 51.1% 642 9.81% 3.5
PFMOSF
2674
Philadelphia Financial Management of San Francisco
California
$707M +$76.5M +12% 16.5% 209% 66 69.7% 0.4
Slow Capital
2675
Slow Capital
California
$706M +$53.7M +8% 7.6% 156% 125 6.4% 4.9