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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)
HCP
2751
Holt Capital Partners
Texas
$655M -$6.3M -1% 1.25% 69.5% 151 0.66% 7
Lee Financial
2752
Lee Financial
Texas
$655M -$57.5M -8% 0.17% 75% 188 27.66% 5.4
Nottingham Advisors
2753
Nottingham Advisors
New York
$654M -$134M -17% 0.69% 47.6% 141 23.4% 4.7
Total Wealth Planning
2754
Total Wealth Planning
Ohio
$654M +$11.6M +2% 0.45% 37.2% 94 4.26% 3.5
TFC Financial Management
2755
TFC Financial Management
Massachusetts
$653M +$20.9M +3% 0.33% 66.9% 1,068 18.63% 2.3
Consolidated Investment Group
2756
Consolidated Investment Group
Colorado
$653M -$61M -9% 6.35% 150% 70 11.43% 5.6
CVA Family Office
2757
CVA Family Office
Colorado
$652M +$20.7M +3% 0.67% 71.6% 1,485 19.93% 1.4
Planning Alternatives
2758
Planning Alternatives
Michigan
$652M +$1.77M +0.3% 2.74% 69.6% 78 24.36% 4.4
Phocas Financial Corp
2759
Phocas Financial Corp
California
$652M -$96.5M -13% 4.13% – 168 22.02% 3.3
Pandi LLC
2760
Pandi LLC
Kansas
$651M -$18.2M -3% 4.89% – 4 0% 0.3
Legacy Financial Group (Iowa)
2761
Legacy Financial Group (Iowa)
Iowa
$650M +$32.5M +5% 1.54% 44.3% 117 10.26% 1
One River Asset Management
2762
One River Asset Management
Connecticut
$650M -$544M -46% 6.41% 27% 272 79.04% 1.1
Stanley-Laman Group
2763
Stanley-Laman Group
Pennsylvania
$650M -$62.2M -9% 3.27% 114% 319 23.2% 2.2
AE Industrial Partners
2764
AE Industrial Partners
Florida
$650M -$384M -37% 37.3% – 5 20% 0.3
LS Investment Advisors
2765
LS Investment Advisors
Michigan
$650M -$32.2M -5% 2.06% 98.7% 135 5.19% 8.9
GR Financial Group
2766
GR Financial Group
Arizona
$649M +$57.4M +10% 3.8% 75.4% 27 33.33% 1.1
John G. Ullman & Associates
2767
John G. Ullman & Associates
New York
$648M -$31.3M -5% 2% 162% 180 10% 4.7
Hunter Associates Investment Management
2768
Hunter Associates Investment Management
Pennsylvania
$648M -$8.69M -1% 1.34% 81.7% 268 13.06% 4.8
Capital Planning Advisors
2769
Capital Planning Advisors
California
$648M +$294K +0% 0.05% 64.2% 143 9.79% 4.6
Financial Partners Group (Kansas)
2770
Financial Partners Group (Kansas)
Kansas
$648M -$37.6M -5% 4.92% 76.7% 200 14% 2.9
Sanders Morris Harris
2771
Sanders Morris Harris
Texas
$647M -$22.5M -3% 6.41% 85.8% 311 13.83% 1.7
New England Private Wealth Advisors
2772
New England Private Wealth Advisors
Massachusetts
$647M +$15.5M +2% 0.95% 55.8% 155 12.26% 4.6
GCM Grosvenor Holdings
2773
GCM Grosvenor Holdings
Illinois
$646M -$52.9M -8% 4.42% 78.7% 22 31.82% 1.1
PS
2774
Portfolio Strategies
New York
$646M -$58.6M -8% 9.91% 137% 48 18.75% 3.5
Cardinal Capital Management Inc (North Carolina)
2775
Cardinal Capital Management Inc (North Carolina)
North Carolina
$646M +$8.08M +1% 0.58% 86.4% 132 0.76% 8.3