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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)
HCR Wealth Advisors
2726
HCR Wealth Advisors
California
$305M +$16.4M +6% 3.1% 107% 177 8.47% 1.2
Boenning & Scattergood
2727
Boenning & Scattergood
Pennsylvania
$305M – – 2.53% 34.5% 272 – 0
Institutional Venture Management XIII
2728
Institutional Venture Management XIII
California
$305M +$48.1M +19% 5.24% – 6 16.67% 2.5
Dorchester Wealth Management
2729
Dorchester Wealth Management
Quebec, Canada
$304M +$7.22M +2% 2.64% 18.3% 108 7.41% 2.4
Hanson & Doremus Investment Management
2730
Hanson & Doremus Investment Management
Vermont
$304M -$18.7M -6% 1.86% 86.3% 531 10.92% 3.4
HGC Investment Management
2731
HGC Investment Management
Ontario, Canada
$304M +$29.8M +11% 0.81% 33.2% 112 62.5% 0.2
Cornerstone Advisory
2732
Cornerstone Advisory
Maryland
$304M +$26.2M +9% 2.69% 53.5% 143 4.2% 1.8
Royal Fund Management
2733
Royal Fund Management
Florida
$303M +$29.1M +11% 2.83% 103% 672 20.98% 1
Buckhead Capital Management
2734
Buckhead Capital Management
Georgia
$303M -$150M -33% 2.27% 67.6% 175 49.71% 4.2
Canal Insurance Company
2735
Canal Insurance Company
South Carolina
$303M +$18M +6% 1.71% 114% 77 18.18% 3.2
G2 Investment Partners Management
2736
G2 Investment Partners Management
New York
$303M +$48.4M +19% 24.3% 1,145% 100 53% 0.7
Institutional Venture Management XIV
2737
Institutional Venture Management XIV
California
$302M -$21.5M -7% 13.4% 18.1% 3 0% 2.2
American Financial Group Inc 401(K) Retirement & Savings Plan
2738
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$302M -$14.5M -5% 4.36% 17.8% 1 0% 5
Stansberry Asset Management
2739
Stansberry Asset Management
Texas
$302M +$98.2M +48% 5.86% 79.6% 107 45.79% 0.3
DS
2740
Dalal Street
Texas
$302M -$15M -5% 4.36% 92.7% 2 0% 2.9
LYV
2741
Live Your Vision
Pennsylvania
$302M +$6.07M +2% 0.19% 17.9% 351 27.92% 1.6
Security National Trust
2742
Security National Trust
West Virginia
$302M +$1.1M +0.4% 2.7% 58.3% 400 4.75% 4
LCM
2743
Lonestar Capital Management
California
$302M -$9.24M -3% 0.28% 260% 21 38.1% 0.9
WCM
2744
Woodson Capital Management
Connecticut
$301M +$53.2M +21% 9.8% 235% 41 41.46% 0.6
CIM
2745
Castleton Investment Management
Connecticut
$301M +$27.5M +10% 6.4% 15.1% 74 59.46% 0.5
Matrix VIII US Management
2746
Matrix VIII US Management
Massachusetts
$301M -$70M -19% 9.49% – 1 0% 2
Bristlecone Advisors
2747
Bristlecone Advisors
Washington
$300M +$2.73M +0.9% 3.2% 103% 137 9.49% 2
TRV GP III
2748
TRV GP III
Massachusetts
$300M +$22.5M +8% 9.6% 170% 4 50% 0.3
Evermay Wealth Management
2749
Evermay Wealth Management
Virginia
$300M +$10.1M +3% 3.54% 56.2% 136 5.15% 2.2
RIM
2750
Regent Investment Management
Kentucky
$299M +$3.79M +1% 2.05% 44% 211 7.11% 3.5