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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)
Cornerstone Wealth Group
2726
Cornerstone Wealth Group
North Carolina
$370M -$28.7M -7% 6.32% 96% 155 34.84% 0.5
North Peak Capital Management
2727
North Peak Capital Management
New York
$370M +$137M +59% 24.8% 301% 14 50% 0.3
HA
2728
Harbor Advisors
Florida
$369M +$19.6M +6% 6.88% 125% 174 11.49% 2.3
Hourglass Capital
2729
Hourglass Capital
Texas
$369M +$18.2M +5% 8.76% 94.4% 132 15.15% 3.8
Advisors Preferred
2730
Advisors Preferred
Maryland
$369M -$31.2M -8% 8.7% 102% 367 81.47% 0.3
Strategy Capital
2731
Strategy Capital
California
$369M +$36.7M +11% 14.3% 316% 7 14.29% 0.9
Analyst IMS Investment Management Services
2732
Analyst IMS Investment Management Services
Israel
$368M +$30.9M +9% 9.96% 99.4% 96 7.29% 3.4
Bowie Capital Management
2733
Bowie Capital Management
Texas
$368M -$177M -33% 10.2% 31.6% 37 21.62% 2.1
McCutchen Group
2734
McCutchen Group
Washington
$367M +$27.5M +8% 5.58% 2.54% 25 0% 4.4
Needham Investment Management
2735
Needham Investment Management
New York
$367M +$55.4M +18% 12.6% 424% 105 25.71% 3.2
PL Capital Advisors
2736
PL Capital Advisors
Florida
$366M +$39.9M +12% 12.9% 100% 39 15.38% 3.3
Tarbox Family Office
2737
Tarbox Family Office
California
$366M +$37.4M +11% 9.07% 66.4% 1,242 17.71% 2.6
Realta Investment Advisors
2738
Realta Investment Advisors
Delaware
$366M -$2.66M -0.7% 7.64% 151% 1,752 11.24% 0.6
Rinet Company
2739
Rinet Company
Massachusetts
$365M +$39.8M +12% 8.25% 33.1% 27 7.41% 3.2
SCM
2740
Soros Capital Management
New York
$365M – – 19.4% 732% 36 – 0
Polunin Capital Partners
2741
Polunin Capital Partners
United Kingdom
$365M -$28.2M -7% 10.5% 268% 18 22.22% 1
Orgel Wealth Management
2742
Orgel Wealth Management
Wisconsin
$364M +$97.8M +37% 3.27% 39.6% 52 13.46% 1.8
Callan Capital
2743
Callan Capital
California
$364M +$14.7M +4% 7.61% 20.1% 56 5.36% 3.7
ThornTree Capital Partners
2744
ThornTree Capital Partners
Massachusetts
$364M +$36.9M +11% 5.63% 217% 18 38.89% 0.9
Mengis Capital Management
2745
Mengis Capital Management
Oregon
$363M +$27.4M +8% 10% 104% 170 5.88% 2.8
IP
2746
Isomer Partners
New York
$363M +$53.3M +17% 12.2% 57.2% 17 29.41% 0.6
Essex Financial Services
2747
Essex Financial Services
Connecticut
$363M +$52.3M +17% 10.7% 87.7% 282 14.54% 3.9
Equitec Specialists
2748
Equitec Specialists
Illinois
$363M -$71.9M -17% 3% 65.4% 184 48.91% 0.5
DDD Partners
2749
DDD Partners
Washington
$362M +$36.7M +11% 10.7% 62.1% 50 16% 1.3
Teza Capital Management
2750
Teza Capital Management
Illinois
$362M -$29.9M -8% 6.8% 133% 805 74.41% 0.1