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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)
NFP Retirement Inc
2676
NFP Retirement Inc
California
$591M +$67.2M +13% 9.17% 46.7% 248 10.48% 2.2
Passaic Partners
2677
Passaic Partners
New Jersey
$591M +$40.7M +7% 9.8% 53.2% 10 40% 1.7
CEI
2678
Clark Estates Inc
New York
$590M +$40.6M +7% 16.6% 34.5% 102 25.49% 1.9
K.J. Harrison & Partners
2679
K.J. Harrison & Partners
Ontario, Canada
$590M +$146M +33% 12.6% 140% 214 50.47% 2.3
Meteora Capital
2680
Meteora Capital
Florida
$589M +$2.62M +0.4% 1.14% 56.9% 425 32.71% 0.8
Biondo Investment Advisors
2681
Biondo Investment Advisors
Pennsylvania
$588M +$57.5M +11% 12.5% 83.4% 87 13.79% 4.8
Penn Davis McFarland
2682
Penn Davis McFarland
Texas
$588M +$17M +3% 11.7% 100% 49 12.24% 4.8
Heritage Financial Services
2683
Heritage Financial Services
Massachusetts
$588M +$75.6M +15% 7.65% 38.3% 99 20.2% 1.3
Great Point Partners
2684
Great Point Partners
Connecticut
$587M +$37.7M +7% 40.6% 710% 52 53.85% 0.6
WoodTrust Financial
2685
WoodTrust Financial
Wisconsin
$586M +$62.7M +12% 11.4% 80.3% 173 17.92% 2.7
Strategies Wealth Advisors
2686
Strategies Wealth Advisors
Michigan
$585M +$76.3M +15% 10.5% 64.6% 91 15.38% 1.5
RR Advisors
2687
RR Advisors
Texas
$584M +$6.33M +1% 2.72% 115% 21 4.76% 3.2
Souders Financial Advisors
2688
Souders Financial Advisors
Ohio
$584M +$63.3M +12% 9% 54.9% 160 10.63% 2.3
Resource Consulting Group
2689
Resource Consulting Group
Florida
$584M +$68.8M +13% 10.2% – 71 29.58% 1
Core Alternative Capital
2690
Core Alternative Capital
Georgia
$583M -$65M -10% 10.3% 74.5% 384 7.03% 2.1
Cary Street Partners Asset Management
2691
Cary Street Partners Asset Management
Virginia
$583M +$48M +9% 9.83% 25.3% 207 12.56% 2
RBO & Co
2692
RBO & Co
California
$583M +$32.4M +6% 9.03% 27.9% 57 5.26% 6.3
Teamwork Financial Advisors
2693
Teamwork Financial Advisors
Texas
$583M -$29.8M -5% 10.2% 134% 224 28.57% 1.8
Norden Group
2694
Norden Group
Utah
$581M +$277M +91% 6.33% 104% 304 23.03% 0.2
St Louis Trust
2695
St Louis Trust
Missouri
$581M +$49.9M +9% 10.6% 71.4% 108 3.7% 4.1
TCOT
2696
Trust Company of Toledo
Ohio
$581M +$72M +14% 11.4% 109% 224 8.04% 6.3
1SP
2697
140 Summer Partners
New York
$580M +$67.8M +13% 14.8% 202% 13 15.38% 0.9
Atlas FRM
2698
Atlas FRM
Connecticut
$580M -$25.1M -4% 8.8% 38.9% 12 25% 1
Mosaic Family Wealth Partners
2699
Mosaic Family Wealth Partners
Missouri
$580M +$80.7M +16% 11.3% 67.5% 200 13% 0.9
GIM
2700
Greylin Investment Management
Virginia
$578M +$21.8M +4% 6.77% 52.1% 76 7.89% 5.6