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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)
LWANC
2801
Laurel Wealth Advisors (North Carolina)
North Carolina
$473M +$30.8M +7% 5.37% 71.1% 610 8.52% 3.1
Dividend Assets Capital
2802
Dividend Assets Capital
South Carolina
$471M $0 0% 3.42% 67.4% 545 0% 3.1
Marietta Wealth Management
2803
Marietta Wealth Management
Georgia
$471M +$28.8M +7% 9.04% 93% 112 8.04% 3.7
Lathrop Investment Management
2804
Lathrop Investment Management
Arkansas
$471M +$18.7M +4% 6.01% 72.2% 85 4.71% 5.3
Sherborne Investors Management
2805
Sherborne Investors Management
New York
$471M -$13.5M -3% 2.8% 54.2% 1 0% 0.3
Souders Financial Advisors
2806
Souders Financial Advisors
Ohio
$471M +$33M +8% 5.21% 59.8% 159 15.09% 1.9
Crestone Asset Management
2807
Crestone Asset Management
Colorado
$471M -$5.91M -1% 6.31% 6.65% 81 17.28% 2.9
Capital Planning Advisors
2808
Capital Planning Advisors
California
$470M +$49.6M +12% 6.5% 64.2% 129 10.85% 3.9
Sabadell Asset Management
2809
Sabadell Asset Management
Spain
$470M -$11.5M -2% 11.1% – 121 22.31% 1.4
Private Advisory Group
2810
Private Advisory Group
Washington
$470M +$12.9M +3% 14% 177% 244 41.39% 1.2
Capital Advantage
2811
Capital Advantage
California
$470M +$24.6M +6% 2.7% 49.2% 42 14.29% 4.7
Carolinas Wealth Consulting
2812
Carolinas Wealth Consulting
North Carolina
$470M +$28M +6% 6.24% 24.6% 1,132 12.28% 2
Tiger Pacific Capital
2813
Tiger Pacific Capital
New York
$470M +$57M +14% 9.59% 84.5% 13 15.38% 1.3
North Growth Management
2814
North Growth Management
British Columbia, Canada
$469M +$29.3M +7% 13.6% 243% 48 12.5% 2.9
TBH Global Asset Management
2815
TBH Global Asset Management
Tennessee
$469M +$57.6M +14% 5.37% 83.3% 216 31.94% 1.7
Bleichroeder LP
2816
Bleichroeder LP
New York
$469M +$8.6M +2% 12.8% 202% 88 11.36% 2.2
Moisand Fitzgerald Tamayo
2817
Moisand Fitzgerald Tamayo
Florida
$468M +$29.5M +7% 4.19% 51.1% 829 13.03% 1.8
Vitruvian Partners
2818
Vitruvian Partners
United Kingdom
$468M -$6.9M -1% 28% 96.9% 9 0% 1.9
Viola Ventures VC Management 4
2819
Viola Ventures VC Management 4
Israel
$467M +$17.1M +4% 3.67% 79.1% 5 0% 0.3
Blue Pool Management
2820
Blue Pool Management
Hong Kong
$467M +$17.1M +4% 4.64% 72.8% 3 33.33% 1
Hunter Associates Investment Management
2821
Hunter Associates Investment Management
Pennsylvania
$467M +$52M +13% 7.05% 81.7% 272 17.28% 3.4
Nishkama Capital LLC
2822
Nishkama Capital LLC
Puerto Rico
$467M +$167M +56% 27.3% 723% 83 78.31% 0.2
TrinityPoint Wealth
2823
TrinityPoint Wealth
Connecticut
$467M +$27.6M +6% 7.21% 28.4% 298 15.1% 2.6
Academy Capital Management
2824
Academy Capital Management
Texas
$467M -$1.64M -0.3% 15.8% 71.2% 36 8.33% 2.9
Euro Pacific Asset Management
2825
Euro Pacific Asset Management
Puerto Rico
$466M +$20M +4% 7.58% 172% 77 22.08% 2.2