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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)
Kathmere Capital Management
2701
Kathmere Capital Management
Pennsylvania
$551M +$31.6M +6% 0.89% 68.3% 151 19.87% 1.1
Pegasus Partners
2702
Pegasus Partners
Wisconsin
$551M +$37.7M +7% 0.21% 32.6% 169 8.88% 2.7
ARS Wealth Advisors Group
2703
ARS Wealth Advisors Group
Florida
$551M – – 0.37% 89.5% 134 – 0
ACM
2704
Aquilo Capital Management
California
$551M +$166M +43% 3.56% 6.84% 17 29.41% 1.4
Y-Intercept (HK)
2705
Y-Intercept (HK)
Hong Kong
$550M +$157M +40% 0.78% 41.6% 1,013 81.34% 0.1
Moloney Securities Asset Management
2706
Moloney Securities Asset Management
Missouri
$550M +$510K +0.1% 0.67% 86% 485 19.38% 2.2
RI
2707
RPTC Inc
Wyoming
$550M -$2.39M -0.4% 0.46% 66.4% 5 0% 3.4
Sanders Morris Harris
2708
Sanders Morris Harris
Texas
$550M +$34.8M +7% 0.88% 85.8% 341 15.54% 1.3
Avitas Wealth Management
2709
Avitas Wealth Management
California
$549M -$12.5M -2% 0.82% 56.2% 217 21.2% 1.6
Advantage Alpha Capital Partners
2710
Advantage Alpha Capital Partners
California
$549M +$29.6M +6% 2.25% 79.2% 141 13.48% 1
Proffitt & Goodson
2711
Proffitt & Goodson
Tennessee
$548M -$2.06M -0.4% 0.79% 48.5% 271 10.7% 2.8
McCutchen Group
2712
McCutchen Group
Washington
$548M +$2.71M +0.5% 1.8% 2.54% 24 0% 6.1
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2713
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$548M -$17.9M -3% 2.05% 80.8% 84 1.19% 1.7
FPCM
2714
Financial Partners Capital Management
New York
$547M +$2.8M +0.5% 0.8% 34.2% 121 9.09% 3.3
Penn Davis McFarland
2715
Penn Davis McFarland
Texas
$547M -$24.2M -4% 1.44% 100% 49 12.24% 3.8
Tompkins Financial
2716
Tompkins Financial
New York
$547M – – 0.04% 84.4% 380 – 4.8
Bain Capital Credit
2717
Bain Capital Credit
Massachusetts
$547M +$39M +8% 1.35% 14.4% 20 5% 0.8
Manitou Investment Management
2718
Manitou Investment Management
Ontario, Canada
$547M -$24M -4% 0.33% 69.3% 47 4.26% 3.3
Tarbox Family Office
2719
Tarbox Family Office
California
$546M -$13.2M -2% 1.35% 66.4% 1,205 5.56% 3.7
Cambria Investment Management
2720
Cambria Investment Management
California
$546M -$36.2M -6% 2.9% 72% 274 30.29% 1.7
Slow Capital
2721
Slow Capital
California
$546M +$16.7M +3% 0.86% 156% 186 12.37% 2.6
Crescent Capital Consulting
2722
Crescent Capital Consulting
Louisiana
$546M +$11.4M +2% 1.07% – 625 24.96% 0.5
Laurel Wealth Advisors (California)
2723
Laurel Wealth Advisors (California)
California
$544M -$227M -29% 0.1% 33% 518 17.95% 2.8
MIC Capital Partners (Public) (US) IM
2724
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$544M -$6.08M -1% 7.78% – 31 38.71% 0.6
SCM
2725
Soros Capital Management
New York
$544M -$402M -42% 2.45% 732% 79 55.7% 0.6