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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)
Bouchey Financial Group
2676
Bouchey Financial Group
New York
$231M +$23.5M +11% 6.04% 66.7% 76 36.84% 1.3
Proprium Capital Partners
2677
Proprium Capital Partners
Connecticut
$231M -$5.62M -2% 1.43% 6.09% 2 0% 1.8
Accuvest Global Advisors
2678
Accuvest Global Advisors
Utah
$231M +$11.9M +5% 3.24% 130% 76 27.63% 0.8
Pure Financial Advisors
2679
Pure Financial Advisors
California
$231M +$17.1M +8% 1.96% 47.2% 72 15.28% 1.7
United Asset Strategies
2680
United Asset Strategies
New York
$230M +$13.4M +6% 3.79% 94.6% 143 16.08% 1.2
Alibaba Group
2681
Alibaba Group
Hong Kong
$230M – – 32.9% 2.06% 3 – 0
Whalerock Point Partners
2682
Whalerock Point Partners
Rhode Island
$230M -$2.12M -0.9% 3.82% 103% 162 19.75% 1.5
Waverly Advisors
2683
Waverly Advisors
Alabama
$230M +$84.7M +58% 3.16% 67.6% 468 78.42% 1.5
First Bankers Trust
2684
First Bankers Trust
Kentucky
$230M +$12.5M +6% 7.07% 78.9% 148 8.11% 2.2
Whitney & Co
2685
Whitney & Co
New York
$229M +$8.14M +4% 6.05% 93.2% 116 10.34% 2
Northern Capital Management (Wisconsin)
2686
Northern Capital Management (Wisconsin)
Wisconsin
$229M -$1.47M -0.6% 3.35% 12.8% 160 15.63% 1.4
Ion Asset Management
2687
Ion Asset Management
Israel
$228M +$156M +218% 9.11% 125% 26 26.92% 0.6
Greatmark Investment Partners
2688
Greatmark Investment Partners
Georgia
$228M +$12M +6% 6.43% 62% 87 4.6% 2.1
SignalPoint Asset Management
2689
SignalPoint Asset Management
Missouri
$228M +$6.74M +3% 3.54% 36% 223 13.9% 1.6
K.J. Harrison & Partners
2690
K.J. Harrison & Partners
Ontario, Canada
$228M +$23.8M +12% 3.14% 140% 176 28.98% 1.3
Atlantic Union Bankshares
2691
Atlantic Union Bankshares
Virginia
$228M +$12.4M +6% 5.33% 78.9% 144 13.19% 1.4
CC
2692
Carbonado Capital
New York
$228M – – 7.49% 62.2% 11 – 0
Hunter Associates Investment Management
2693
Hunter Associates Investment Management
Pennsylvania
$228M +$14.5M +7% 10.6% 76.1% 147 8.84% 2.1
Bailard
2694
Bailard
California
$227M -$413M -64% 7.06% 105% 405 89.38% 0.3
Ropes Wealth Advisors
2695
Ropes Wealth Advisors
Massachusetts
$227M +$36.6M +19% 7.61% 71% 569 38.66% 0.5
Ranger International Management
2696
Ranger International Management
Illinois
$227M -$75.9M -25% 3.53% 23.4% 45 31.11% 1.2
TRUE Private Wealth Advisors
2697
TRUE Private Wealth Advisors
Oregon
$227M – – 3.31% 89.2% 89 – 0
Quinn Opportunity Partners
2698
Quinn Opportunity Partners
Virginia
$227M +$11.5M +5% 0.26% 77.6% 147 45.58% 0.5
GJCM
2699
Grand Jean Capital Management
California
$227M +$6.48M +3% 8% 61.4% 39 20.51% 1.9
Hamilton Lane Advisors
2700
Hamilton Lane Advisors
Pennsylvania
$227M +$24.3M +12% 3.8% 167% 70 61.43% 0.5