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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)
Onyx Bridge Wealth Group
2651
Onyx Bridge Wealth Group
New York
$756M +$59.1M +8% 8.67% 74.6% 329 14.89% 2.1
IAG Wealth Partners
2652
IAG Wealth Partners
Wisconsin
$756M +$112M +17% 6.8% 47.3% 524 10.88% 3.3
Inspirion Wealth Advisors
2653
Inspirion Wealth Advisors
Illinois
$756M +$35.6M +5% 5.43% 52.5% 166 9.64% 4.5
Private Wealth Asset Management
2654
Private Wealth Asset Management
Iowa
$754M +$58.2M +8% 7.24% – 1,251 18.86% 0.2
KPS Global Asset Management (UK)
2655
KPS Global Asset Management (UK)
United Kingdom
$753M +$256M +51% 52.6% 373% 4 0% 5.1
Power Corp of Canada
2656
Power Corp of Canada
Canada
$753M +$145M +24% 23.9% 14.4% 1 0% 1.5
Capital Investment Counsel Inc
2657
Capital Investment Counsel Inc
North Carolina
$752M +$81.7M +12% 13.5% 174% 259 10.81% 5.3
SRFM
2658
Shannon River Fund Management
New York
$752M +$369M +96% 29.8% 554% 26 53.85% 0.7
Angelo Gordon & Co
2659
Angelo Gordon & Co
New York
$751M +$175M +30% 2.15% 90.1% 87 66.67% 0.6
Global Endowment Management
2660
Global Endowment Management
North Carolina
$751M -$18.1M -2% 6.36% 46.1% 156 26.92% 2.5
St Louis Trust
2661
St Louis Trust
Missouri
$751M +$60.4M +9% 9.36% 71.4% 126 7.94% 4.5
Legacy Edge Advisors
2662
Legacy Edge Advisors
New York
$749M +$108M +17% 8.43% – 209 18.66% 1.2
Hendershot Investments
2663
Hendershot Investments
Virginia
$748M +$13.7M +2% 5.28% 50.5% 135 8.89% 5.7
Hanson & Doremus Investment Management
2664
Hanson & Doremus Investment Management
Vermont
$748M +$63M +9% 9.35% 86.3% 496 10.28% 6.2
Pandi LLC
2665
Pandi LLC
Kansas
$747M +$96.1M +15% 10.1% – 4 0% 0.5
V-Square Quantitative Management
2666
V-Square Quantitative Management
Illinois
$747M +$62M +9% 15.2% 111% 740 21.76% 1.7
Consolidated Investment Group
2667
Consolidated Investment Group
Colorado
$747M +$94.1M +14% 15.7% 140% 68 4.41% 5.9
Sharkey, Howes & Javer
2668
Sharkey, Howes & Javer
Colorado
$746M +$46.8M +7% 8.21% 60.2% 165 16.36% 2.9
Quantitative Investment Management
2669
Quantitative Investment Management
Virginia
$746M -$342M -31% 13.5% 24.6% 502 78.09% 0.2
Intrua Financial
2670
Intrua Financial
Texas
$746M +$58.2M +8% 8.04% 71% 401 14.21% 2.7
Goldstein Advisors
2671
Goldstein Advisors
Wisconsin
$744M +$60.3M +9% 9.12% 62.6% 222 14.41% 1.7
Destiny Wealth Partners
2672
Destiny Wealth Partners
Florida
$744M +$114M +18% 10.9% 63.7% 202 24.75% 2.4
CL
2673
CIM LLC
New York
$743M +$69.7M +10% 14.7% 108% 180 18.33% 3.7
KCM
2674
Kingdon Capital Management
New York
$743M -$202M -21% 17% 217% 92 54.35% 0.9
Greenline Partners
2675
Greenline Partners
New York
$742M +$49.9M +7% 5.88% 69.6% 590 76.95% 3.5