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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)
Resonant Capital Advisors
2726
Resonant Capital Advisors
Wisconsin
$344M +$70M +26% 18.4% 56.5% 202 19.31% 0.5
EVM
2727
Evelyn V. Moreno
$344M +$49.2M +17% 20.6% 39.4% 68 7.35% 4.5
Genovese Burford & Brothers Wealth & Retirement Plan Management
2728
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$344M -$15.3M -4% 15.7% 28% 101 22.77% 2.3
Patton Albertson Miller Group
2729
Patton Albertson Miller Group
Tennessee
$344M +$47.8M +16% 18.7% 117% 221 12.22% 2.9
Moloney Securities Asset Management
2730
Moloney Securities Asset Management
Missouri
$344M +$64.7M +23% 19.1% 86% 345 26.09% 1.9
Venture Visionary Partners
2731
Venture Visionary Partners
Ohio
$344M +$78.5M +30% 25.2% 95.4% 192 25% 0.4
Mainstay Capital Management
2732
Mainstay Capital Management
Michigan
$344M +$33.3M +11% 26.6% 131% 119 28.57% 1.3
Sio Capital Management
2733
Sio Capital Management
New York
$343M +$44.3M +15% 37.5% 564% 100 53% 0.4
RK Capital Management (Colorado)
2734
RK Capital Management (Colorado)
Colorado
$342M +$120M +54% 34.2% 89% 69 37.68% 1.1
Kathmere Capital Management
2735
Kathmere Capital Management
Pennsylvania
$342M +$66.6M +24% 12.8% 68.3% 126 46.83% 0.3
BCM
2736
BlueMar Capital Management
Florida
$342M +$119M +54% 26.4% 27.4% 72 69.44% 0.4
Bracebridge Capital LLC
2737
Bracebridge Capital LLC
Massachusetts
$341M -$210M -38% 15.4% 156% 15 33.33% 0.4
CL
2738
CIM LLC
New York
$341M +$77.8M +30% 31.2% 108% 116 16.38% 3.3
Advanced Asset Management Advisors
2739
Advanced Asset Management Advisors
Ohio
$341M +$52.4M +18% 19.4% 93.6% 129 30.23% 1.3
Gateway Advisory
2740
Gateway Advisory
New Jersey
$341M +$43.6M +15% 13.5% 26% 69 31.88% 2
Slow Capital
2741
Slow Capital
California
$341M +$75.8M +29% 30.2% 156% 175 14.29% 1.8
RI
2742
RPTC Inc
Wyoming
$341M +$25.7M +8% 10.4% 66.4% 11 45.45% 2.8
Principle Wealth Partners
2743
Principle Wealth Partners
Connecticut
$341M +$74.1M +28% 21.8% 79.9% 479 72.23% 0.4
KWMG
2744
King Wealth Management Group
Florida
$340M +$109M +47% 22.2% 86% 161 20.5% 3.1
Elite Wealth Management
2745
Elite Wealth Management
Washington
$340M +$212M +166% 30.6% 142% 44 27.27% 2.4
MRCP
2746
Manor Road Capital Partners
New York
$340M -$64.3M -16% 31.6% 78.3% 15 40% 1.1
Miller Investment Management
2747
Miller Investment Management
Pennsylvania
$340M +$29.2M +9% 18.8% 60.2% 74 10.81% 4.9
JGP Wealth Management
2748
JGP Wealth Management
Oregon
$340M +$57.9M +21% 19.9% 87.8% 132 14.39% 1.6
Divergent Wealth Advisors
2749
Divergent Wealth Advisors
Utah
$340M +$58.8M +21% 13.3% 14.7% 38 5.26% 2
Element Capital Management
2750
Element Capital Management
New York
$339M +$232M +216% 17.7% 49.4% 79 86.08% 0.1