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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)
D.L. Carlson Investment Group
2751
D.L. Carlson Investment Group
New Hampshire
$324M -$17.8M -5% 7.19% 113% 159 13.21% 3.1
Quattro Financial Advisors
2752
Quattro Financial Advisors
Texas
$324M +$229M +242% 2.13% 77.6% 86 84.88% 0.2
BA
2753
Broadview Advisors
Wisconsin
$324M -$43.4M -12% 2.86% 65.3% 97 30.93% 2
Bayview Asset Management
2754
Bayview Asset Management
Florida
$324M +$7.88M +2% 3.55% 55.4% 13 30.77% 0.4
Whetstone Capital Advisors
2755
Whetstone Capital Advisors
Kansas
$324M +$77.3M +31% 4.04% 282% 24 29.17% 1.4
Ascent Wealth Partners
2756
Ascent Wealth Partners
New York
$324M +$16.5M +5% 4.43% 105% 141 18.44% 3.6
Roble Belko & Company
2757
Roble Belko & Company
Pennsylvania
$323M +$31.7M +11% 2.19% 53.3% 370 18.65% 2.5
Dillon & Associates
2758
Dillon & Associates
Michigan
$323M +$15.6M +5% 6.08% 117% 67 2.99% 4.7
AIA Investment Management
2759
AIA Investment Management
Singapore
$323M -$3.91M -1% 4.85% 63.3% 13 0% 1.1
Sensato Investors
2760
Sensato Investors
California
$323M -$33.8M -9% 4.17% 75.8% 91 38.46% 1
RK Capital Management (Colorado)
2761
RK Capital Management (Colorado)
Colorado
$323M -$24M -7% 8.85% 89% 59 33.9% 1.3
Brilliance Asset Management
2762
Brilliance Asset Management
Hong Kong
$323M +$248M +329% 3.85% 39.2% 6 33.33% 0.5
Darwin Wealth Management
2763
Darwin Wealth Management
Florida
$323M +$19.5M +6% 4.36% 56.8% 156 12.82% 1.3
PWW
2764
Pettyjohn Wood & White
Virginia
$323M +$15.7M +5% 4.1% 70.9% 150 8% 4.1
WAM
2765
WT Asset Management
Hong Kong
$322M +$66.1M +26% 0.15% 2,788% 41 58.54% 0.2
Moerus Capital Management
2766
Moerus Capital Management
New York
$322M -$15.2M -5% 0.82% 220% 15 0% 0.5
Nicholas Hoffman & Company
2767
Nicholas Hoffman & Company
Georgia
$322M +$10M +3% 3.62% 65.1% 200 10% 2.1
Abundance Wealth Counselors
2768
Abundance Wealth Counselors
Pennsylvania
$321M +$16.8M +6% 2.23% 94.7% 31 16.13% 0.4
AlphaSimPlex Group
2769
AlphaSimPlex Group
Massachusetts
$321M +$23.9M +8% 4.73% 35.5% 237 22.36% 0.5
HJA
2770
Hugh Johnson Advisors
New York
$320M -$4.34M -1% 3.68% 41.5% 96 5.21% 4.1
Buffington Mohr McNeal
2771
Buffington Mohr McNeal
Idaho
$320M +$9.3M +3% 5.39% 29.3% 365 68.77% 3
GPC
2772
Guardian Point Capital
Virginia
$320M +$69.1M +28% 3.44% 142% 17 29.41% 1.1
Bulldog Investors
2773
Bulldog Investors
New Jersey
$320M +$94.5M +42% 3.67% 22.5% 201 41.79% 0.8
Tarbox Family Office
2774
Tarbox Family Office
California
$320M +$46.1M +17% 2.39% 66.4% 1,135 45.2% 2.3
Arbor Investment Advisors
2775
Arbor Investment Advisors
North Carolina
$320M +$5.7M +2% 1.95% 44.3% 79 10.13% 2.7