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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)
James J. Burns & Company
2701
James J. Burns & Company
New York
$924M +$186M +25% 13% 70.2% 171 14.04% 2.3
Alaska Wealth Advisors
2702
Alaska Wealth Advisors
Alaska
$923M +$90.4M +11% 13% 44.3% 92 9.78% 3.4
Delta Global Management
2703
Delta Global Management
New York
$922M -$300M -25% 34.8% – 220 62.27% 0.4
SA
2704
SoftVest Advisors
Texas
$921M +$49M +6% 1.89% 178% 9 44.44% 1.7
AXQ Capital
2705
AXQ Capital
New Jersey
$920M +$143M +18% 16.9% 35.5% 1,459 67.51% 0.2
VCM
2706
Violich Capital Management
California
$919M +$63.9M +7% 17.4% 111% 125 8% 6.6
TFO Wealth Partners
2707
TFO Wealth Partners
Ohio
$919M +$184M +25% 11.5% 63.6% 77 22.08% 1.4
SJS Investment Consulting
2708
SJS Investment Consulting
Ohio
$919M +$100M +12% 12.8% 69.4% 3,000 21.57% 1.9
Strategic Planning Group
2709
Strategic Planning Group
Utah
$918M +$203M +28% 20.7% 162% 76 6.58% 1.5
Beau Ventures
2710
Beau Ventures
New York
$918M +$171M +23% 20.6% – 22 4.55% 0.5
Harvey Investment Company
2711
Harvey Investment Company
Kentucky
$918M +$8.34M +0.9% 5.84% 56.4% 101 4.95% 9
Quantitative Investment Management
2712
Quantitative Investment Management
Virginia
$917M -$45.1M -5% 3.53% 24.6% 547 70.38% 0.2
Avalon Global Asset Management
2713
Avalon Global Asset Management
California
$917M +$193M +27% 58.7% 278% 50 42% 4.1
RTD Financial Advisors
2714
RTD Financial Advisors
Pennsylvania
$917M +$103M +13% 12.3% 51.5% 122 8.2% 3.4
Twin Capital Management
2715
Twin Capital Management
Pennsylvania
$916M +$141M +18% 26.7% 132% 292 15.07% 4.3
De Lisle Partners
2716
De Lisle Partners
United Kingdom
$916M +$80.3M +10% 16.8% – 192 16.67% 1.6
Greenvale Capital
2717
Greenvale Capital
United Kingdom
$916M +$3.44M +0.4% 21.3% 101% 16 56.25% 1.5
Agave Capital Management
2718
Agave Capital Management
$915M +$293M +47% 15% – 18 88.89% 0.1
KWMG
2719
King Wealth Management Group
Florida
$914M +$115M +14% 15.5% 86% 177 11.3% 5.9
SF
2720
Symphony Financial
Texas
$914M +$159M +21% 15.3% 95.7% 390 24.1% 1.3
MJP Associates
2721
MJP Associates
Connecticut
$914M +$90.6M +11% 13.1% 60.9% 255 18.82% 2.3
Atlas Capital Advisors
2722
Atlas Capital Advisors
Wyoming
$914M +$39.2M +4% 22.1% – 1,122 18.36% 3.3
ICICI Prudential Asset Management
2723
ICICI Prudential Asset Management
India
$913M +$80.6M +10% 24.1% 62.1% 167 13.17% 3.3
Pitcairn Wealth Advisors
2724
Pitcairn Wealth Advisors
Pennsylvania
$913M -$174M -16% 13.1% – 317 25.87% 0.4
WCM
2725
Wallace Capital Management
Texas
$912M +$41.3M +5% 3.32% 62.3% 78 5.13% 5.7