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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)
TrinityPoint Wealth
2701
TrinityPoint Wealth
Connecticut
$640M +$35.2M +6% 3.91% 28.4% 331 13.6% 3.1
SG Capital Management
2702
SG Capital Management
Illinois
$639M +$334M +109% 3.17% 250% 100 81% 0.2
Massachusetts Institute of Technology
2703
Massachusetts Institute of Technology
Massachusetts
$639M +$80.7M +14% 16.1% 35.7% 6 33.33% 3.1
Synergy Asset Management
2704
Synergy Asset Management
Washington
$639M +$49.9M +8% 4.09% 97.3% 174 45.98% 0.9
Parkside Financial Bank & Trust
2705
Parkside Financial Bank & Trust
Missouri
$638M +$15.6M +3% 3.06% 73.6% 2,132 9.1% 4.5
Robotti Robert
2706
Robotti Robert
$638M -$98.6M -13% 3.21% 107% 62 11.29% 4.8
TOBAM
2707
TOBAM
France
$638M -$478M -43% 1.57% 56% 396 22.47% 2.7
CoreView Capital Management
2708
CoreView Capital Management
Hong Kong
$637M -$78.4M -11% 6.23% 50.9% 10 20% 1.9
Octagon Capital Advisors
2709
Octagon Capital Advisors
New York
$636M -$198M -24% 4.87% 2,969% 60 28.33% 0.7
Parkside Investments
2710
Parkside Investments
Illinois
$634M +$3.28M +0.5% 0.08% 70.4% 98 16.33% 3.6
Financial Partners Group (Kansas)
2711
Financial Partners Group (Kansas)
Kansas
$634M +$6.57M +1% 2.52% 76.7% 183 12.02% 2.7
Auxier Asset Management
2712
Auxier Asset Management
Oregon
$632M -$25.9M -4% 1.02% 71.7% 174 4.02% 7.7
McMorgan & Co
2713
McMorgan & Co
California
$630M +$48.2M +8% 0.83% 30.1% 59 16.95% 2
Crestview Partners II
2714
Crestview Partners II
New York
$630M +$48.4M +8% 10.1% 157% 3 0% 5.7
PRC
2715
Pearl River Capital
Michigan
$630M -$3.2M -0.5% 1.96% 20.3% 658 71.43% 0.3
Redpoint Management
2716
Redpoint Management
California
$630M -$101M -14% 2.11% 20.6% 8 25% 2.3
Covenant Asset Management
2717
Covenant Asset Management
New Jersey
$629M +$19M +3% 9.07% 177% 174 13.79% 3.6
NWF Advisory Services
2718
NWF Advisory Services
California
$629M +$29.9M +5% 3.96% 120% 348 10.06% 1
Boussard & Gavaudan Investment Management
2719
Boussard & Gavaudan Investment Management
United Kingdom
$628M -$66.6M -10% 2.42% 25.8% 119 61.34% 0.7
Titan Global Capital Management USA
2720
Titan Global Capital Management USA
New York
$628M -$6.4M -1% 1.52% 191% 64 4.69% 1.9
Monaco Asset Management
2721
Monaco Asset Management
Monaco
$627M +$293M +88% 0.59% 120% 74 40.54% 1
SYM Financial Corp
2722
SYM Financial Corp
Indiana
$627M +$21.2M +3% 0.97% 56% 278 45.68% 1.5
Cullen Investment Group
2723
Cullen Investment Group
Louisiana
$627M -$7.58M -1% 2.27% 102% 188 8.51% 0.5
Twin Focus Capital Partners
2724
Twin Focus Capital Partners
Massachusetts
$626M +$101M +19% 3.45% 92.5% 151 16.56% 5.1
Foundation Resource Management
2725
Foundation Resource Management
Arkansas
$626M -$10.7M -2% 2.29% 84.5% 53 3.77% 7.6