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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)
RiverPark Advisors
2701
RiverPark Advisors
New York
$209M +$11.3M +6% 9.96% 87.5% 64 14.06% 1.4
HIS
2702
Horizon Investment Services
Indiana
$208M -$41.5M -17% 3.23% 250% 136 26.47% 1.1
ILM
2703
Indigo Latam Management
Arizona
$208M +$41.5M +25% 25% 39.3% 1 0% 1.8
WFG
2704
Windsor Financial Group
Minnesota
$208M -$24.2M -10% 5.85% 15.3% 83 8.43% 1.6
Bouchey Financial Group
2705
Bouchey Financial Group
New York
$208M -$26.6M -11% 9.88% 66.7% 69 11.59% 1.4
Hanson & Doremus Investment Management
2706
Hanson & Doremus Investment Management
Vermont
$208M -$26.6M -11% 8.97% 86.3% 486 12.14% 1.8
TFG Asset Management
2707
TFG Asset Management
Cayman Islands
$208M -$62.1M -23% 1.23% 72.1% 24 25% 0.7
Smith & Howard Wealth Management
2708
Smith & Howard Wealth Management
Georgia
$208M -$20.6M -9% 8.78% 40.4% 90 43.33% 1.3
Matterhorn Capital Management
2709
Matterhorn Capital Management
Texas
$207M -$26.9M -11% 9.12% 38.8% 60 20% 1.5
Taylor Wealth Management Partners
2710
Taylor Wealth Management Partners
Massachusetts
$207M -$106M -34% 12.1% 62% 200 28% 0.4
CIM
2711
CIM Investment Management
Pennsylvania
$207M -$20.3M -9% 7.59% 123% 287 23.34% 1.1
Tinicum
2712
Tinicum
New York
$207M +$5.92M +3% 19.3% 21.1% 13 15.38% 1.3
SGH
2713
Sivik Global Healthcare
Connecticut
$206M -$82M -28% 11.9% 83.8% 74 29.73% 1
Barnett & Company
2714
Barnett & Company
Tennessee
$206M -$36.6M -15% 9.08% 65.9% 192 14.06% 1.6
DA
2715
DSC Advisors
Illinois
$206M +$13.8M +7% 11.8% 3.18% 94 56.38% 0.6
MHAM
2716
Monroe Hall Asset Management
New York
$206M +$16.5M +9% 4.92% – 19 36.84% 0.5
GECH
2717
Garnet Equity Capital Holdings
New York
$205M +$68M +50% 7.13% 302% 34 26.47% 1.3
Clover Partners
2718
Clover Partners
Texas
$205M +$578K +0.3% 0.64% 32.2% 30 23.33% 1.2
Hillman Company
2719
Hillman Company
Pennsylvania
$205M +$12.2M +6% 7.83% 134% 16 37.5% 0.4
Argyle Capital Management
2720
Argyle Capital Management
Pennsylvania
$205M -$13.9M -6% 6.92% 95.8% 118 5.08% 2
SCM
2721
Summit Capital Management
Washington
$205M -$29.7M -13% 8.33% 12.4% 70 20% 1.1
Exencial Wealth Advisors
2722
Exencial Wealth Advisors
Oklahoma
$205M +$46.4M +29% 7.6% 58% 149 38.26% 1.2
Gagnon Securities
2723
Gagnon Securities
New York
$204M -$48.3M -19% 14.6% 129% 93 9.68% 1.6
Univest Financial
2724
Univest Financial
Pennsylvania
$204M -$13.4M -6% 5.34% 82.6% 90 7.78% 1.8
Verity & Verity
2725
Verity & Verity
South Carolina
$204M -$2.69M -1% 5.23% 76.4% 73 20.55% 1.7