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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)
PCM
2701
Prime Capital Management
Hong Kong
$515M +$35.9M +7% 2.03% 579% 5 20% 1
9258 Wealth Management
2702
9258 Wealth Management
Ohio
$514M -$17M -3% 3.11% 49.6% 330 5.45% 3.2
Towercrest Capital Management
2703
Towercrest Capital Management
Pennsylvania
$514M -$22.9M -4% 3.56% 42.6% 107 4.67% 4.2
Sectoral Asset Management
2704
Sectoral Asset Management
Quebec, Canada
$514M -$86.2M -14% 8.43% 168% 136 20.59% 2
WCM
2705
Woodson Capital Management
Connecticut
$513M -$149M -22% 2.04% 235% 49 32.65% 1.5
WNY Asset Management
2706
WNY Asset Management
New York
$513M +$42.8M +9% 4.15% – 220 17.27% 1.7
Inspirion Wealth Advisors
2707
Inspirion Wealth Advisors
Illinois
$513M -$9.14M -2% 2.58% 52.5% 145 8.97% 3.8
1SP
2708
140 Summer Partners
New York
$513M +$62.4M +14% 1.13% 202% 13 23.08% 0.7
Heritage Financial Services
2709
Heritage Financial Services
Massachusetts
$512M +$12.5M +2% 3.11% 38.3% 84 9.52% 1.4
HHM Wealth Advisors
2710
HHM Wealth Advisors
Tennessee
$512M -$21.4M -4% 3.37% 62.3% 842 11.4% 2.2
Capricorn Investment Group
2711
Capricorn Investment Group
California
$511M -$195M -28% 25.5% 95.9% 9 11.11% 1.6
HCP
2712
Holt Capital Partners
Texas
$511M -$17.6M -3% 2.51% 69.5% 155 3.87% 6
Wealth Advisory Solutions
2713
Wealth Advisory Solutions
Indiana
$510M +$135M +36% 3.07% 60.5% 138 49.28% 1.6
Patton Albertson Miller Group
2714
Patton Albertson Miller Group
Tennessee
$510M -$7.84M -2% 2.63% 117% 215 9.77% 4.5
Claret Asset Management
2715
Claret Asset Management
Quebec, Canada
$509M -$3.44M -0.7% 0.3% 73.3% 164 11.59% 3.7
Strategies Wealth Advisors
2716
Strategies Wealth Advisors
Michigan
$509M +$20M +4% 3.56% 64.6% 86 11.63% 1.5
Gilman Hill Asset Management
2717
Gilman Hill Asset Management
Connecticut
$509M -$28.4M -5% 2.45% 54.2% 221 10.41% 4.5
TCOT
2718
Trust Company of Toledo
Ohio
$509M -$83.5M -14% 3.23% 109% 235 21.7% 6.2
Hudson Way Capital Management
2719
Hudson Way Capital Management
Texas
$508M -$24.8M -5% 4.29% 51.3% 15 13.33% 2.3
GPI Capital
2720
GPI Capital
New York
$508M -$37.6M -7% 0.03% 261% 8 12.5% 1.7
Sax Wealth Advisors
2721
Sax Wealth Advisors
New Jersey
$508M +$5.67M +1% 3.2% 64.3% 190 13.68% 2
SA
2722
Strategic Advisors
New York
$507M -$17.7M -3% 2.56% 106% 205 8.78% 4.2
Sherborne Investors Management
2723
Sherborne Investors Management
New York
$507M -$40.1M -7% 7.32% 54.2% 1 0% 0.8
GA
2724
GuoLine Advisory
Singapore
$507M -$439K -0.1% 3.41% 112% 13 15.38% 0.4
Confluence Wealth Services
2725
Confluence Wealth Services
Pennsylvania
$507M +$34.9M +7% 2.85% 64.5% 274 9.49% 1.4