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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)
Bluescape Energy Partners
2676
Bluescape Energy Partners
Texas
$343M -$40.1M -10% 15.4% 57.9% 2 50% 0.8
Biltmore Capital Advisors
2677
Biltmore Capital Advisors
New Jersey
$342M +$34.2M +11% 0.96% 80.4% 76 21.05% 0.2
Boenning & Scattergood
2678
Boenning & Scattergood
Pennsylvania
$342M +$8.33M +2% 2.2% 34.5% 287 8.71% 0.9
Algebris (UK)
2679
Algebris (UK)
United Kingdom
$342M -$154M -31% 7.96% 24.5% 64 60.94% 0.5
SC
2680
Southside Capital
Florida
$342M +$97.8M +40% 7.14% – 78 42.31% 0.3
Gilbert & Cook
2681
Gilbert & Cook
Iowa
$342M +$13M +4% 2.51% 63.2% 120 12.5% 1.6
Financial Enhancement Group
2682
Financial Enhancement Group
Indiana
$342M +$13.4M +4% 3.12% 62.2% 337 21.66% 1.2
Corsair Capital Management
2683
Corsair Capital Management
New York
$342M +$16M +5% 9.19% 435% 80 31.25% 1.9
Spearhead Capital Advisors
2684
Spearhead Capital Advisors
Florida
$342M +$10.1M +3% 3.74% 25.2% 106 33.02% 0.7
Telos Capital Management
2685
Telos Capital Management
California
$341M +$20.4M +6% 4.58% 71.1% 162 8.64% 3.8
Sage Advisory Services
2686
Sage Advisory Services
Texas
$341M -$703M -67% 1.7% 33.9% 65 41.54% 1.1
Capital Planning Advisors
2687
Capital Planning Advisors
California
$340M +$12.9M +4% 3.61% 64.2% 127 14.96% 2.3
Strategic Wealth Partners Group
2688
Strategic Wealth Partners Group
Illinois
$340M +$33.7M +11% 3.12% – 28 0% 2.3
PL Capital Advisors
2689
PL Capital Advisors
Florida
$340M -$4.81M -1% 5.19% 100% 38 2.63% 2.9
Pathway Financial Advisors
2690
Pathway Financial Advisors
Vermont
$340M +$17.8M +6% 1.85% 52.7% 103 11.65% 1.2
MAM
2691
Morse Asset Management
Connecticut
$340M +$6M +2% 6.12% 222% 149 25.5% 1.5
CC
2692
ClearArc Capital
Ohio
$339M -$32.7M -9% 4.65% 63.4% 376 7.98% 4.9
FNY Investment Advisers
2693
FNY Investment Advisers
New York
$339M +$46.9M +16% 10.2% 386% 1,272 64.7% 0.2
Essex Financial Services
2694
Essex Financial Services
Connecticut
$339M +$7.84M +2% 3.7% 87.7% 252 9.52% 4.1
Tortoise Index Solutions
2695
Tortoise Index Solutions
Kansas
$338M +$1.97M +0.6% 0.26% 52.2% 165 4.24% 1.6
Sound View Wealth Advisors Group
2696
Sound View Wealth Advisors Group
Georgia
$338M – – 3.09% 73% 247 – 0
Coastal Bridge Advisors
2697
Coastal Bridge Advisors
Connecticut
$338M +$51.5M +18% 2.38% 88.1% 137 10.22% 2
Dorchester Wealth Management
2698
Dorchester Wealth Management
Quebec, Canada
$338M +$9.8M +3% 3.45% 18.3% 139 14.39% 2.6
Sompo Asset Management
2699
Sompo Asset Management
Japan
$338M +$18.7M +6% 3.48% 84.7% 111 12.61% 1.3
Royal Fund Management
2700
Royal Fund Management
Florida
$337M +$23.8M +8% 2.63% 103% 712 25.98% 1.6