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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)
Synergy Asset Management
2801
Synergy Asset Management
Washington
$589M +$30.4M +5% 9.94% 113% 175 47.43% 0.9
Albar Capital
2802
Albar Capital
United Kingdom
$589M +$122M +26% 16.6% 163% 48 66.67% 0.3
Moody Aldrich Partners
2803
Moody Aldrich Partners
Massachusetts
$588M +$32M +6% 16.9% 312% 244 31.97% 1.1
Meteora Capital
2804
Meteora Capital
Florida
$588M -$1.5M -0.3% 2.5% 56.9% 376 37.5% 0.9
QVR
2805
QVR
California
$588M +$384M +189% 10.9% – 40 97.5% 0
Almanack Investment Partners
2806
Almanack Investment Partners
Pennsylvania
$587M +$48.3M +9% 7.14% 82.2% 184 17.93% 1.9
Revolve Wealth Partners
2807
Revolve Wealth Partners
New Jersey
$587M +$68.5M +13% 8.05% 67.4% 188 14.36% 1.4
Arch Capital Group
2808
Arch Capital Group
Bermuda
$587M +$302M +106% 0.39% 2.89% 4 25% 1.8
LWANC
2809
Laurel Wealth Advisors (North Carolina)
North Carolina
$586M +$59.3M +11% 9.86% 71.1% 655 14.5% 3.6
Radnor Capital Management
2810
Radnor Capital Management
Pennsylvania
$586M +$50.3M +9% 12.8% 96.9% 331 8.46% 1.5
Goldstein Advisors
2811
Goldstein Advisors
Wisconsin
$586M -$7.19M -1% 7.25% 62.6% 181 8.29% 1
PFMOSF
2812
Philadelphia Financial Management of San Francisco
California
$585M +$20.1M +4% 13.2% 209% 54 55.56% 0.4
PO
2813
PBCay One
United Arab Emirates
$585M +$127M +28% 10.5% – 15 60% 0.2
Tybourne Capital Management
2814
Tybourne Capital Management
Hong Kong
$585M -$86.2M -13% 8.19% 109% 42 26.19% 1.8
Consolidated Planning Corp
2815
Consolidated Planning Corp
Georgia
$585M +$47.8M +9% 9.86% 84.6% 196 20.92% 1.5
KFS
2816
Kurt F. Somerville
$585M +$53.6M +10% 10.9% 92.9% 102 8.82% 6.9
Bulltick Wealth Management
2817
Bulltick Wealth Management
Florida
$584M +$144M +33% 7.09% 58.2% 121 24.79% 1.8
Fortress Investment Group
2818
Fortress Investment Group
New York
$584M -$256M -30% 0.59% 97.5% 17 23.53% 2.5
Roble Belko & Company
2819
Roble Belko & Company
Pennsylvania
$583M +$50.8M +10% 6.06% 53.3% 379 14.51% 4.5
McMorgan & Co
2820
McMorgan & Co
California
$582M -$20.6M -3% 4.29% 30.1% 52 0% 2.1
Cadinha & Co
2821
Cadinha & Co
Hawaii
$582M -$44.5M -7% 12.8% 132% 101 11.88% 6.2
Crestview Partners II
2822
Crestview Partners II
New York
$582M +$102M +21% 21.5% 157% 3 0% 5.4
Total Wealth Planning
2823
Total Wealth Planning
Ohio
$582M +$30.3M +6% 4.23% 37.2% 91 2.2% 2.6
Sendero Wealth Management
2824
Sendero Wealth Management
Texas
$582M +$51.2M +10% 11.2% 99.2% 159 9.43% 1.2
Waycross Partners
2825
Waycross Partners
Kentucky
$581M +$48.1M +9% 15.9% 98.4% 84 19.05% 2.4