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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)
Quantum Financial Advisors
2801
Quantum Financial Advisors
California
$656M +$17.1M +3% 1.46% 68% 210 20% 1.4
WAM
2802
Warberg Asset Management
Illinois
$656M +$93.4M +17% 16% 61.5% 259 42.86% 0.9
Johnson Bixby & Associates
2803
Johnson Bixby & Associates
Washington
$655M -$791K -0.1% 1.93% 48.7% 123 13.82% 2.5
Main Management Fund Advisors
2804
Main Management Fund Advisors
California
$655M +$71.8M +12% 2.6% 80% 6 16.67% 1.3
Maltese Capital Management
2805
Maltese Capital Management
New York
$655M +$3.1M +0.5% 7.73% 114% 122 22.95% 2.7
Financial Enhancement Group
2806
Financial Enhancement Group
Indiana
$654M +$140M +27% 0.02% 62.2% 157 52.23% 3
MAK Capital One
2807
MAK Capital One
New York
$654M +$164M +34% 15% 200% 13 46.15% 2.7
Fractal Investments
2808
Fractal Investments
Connecticut
$653M +$61.9M +10% 8.77% 74.2% 85 12.94% 1.7
Red Door Wealth Management
2809
Red Door Wealth Management
Tennessee
$653M +$52M +9% 2.9% 100% 242 16.53% 2.6
South Street Advisors
2810
South Street Advisors
New York
$652M -$6.07M -0.9% 3.22% 169% 75 10.67% 3.8
VCM
2811
Vivaldi Capital Management
Illinois
$652M +$308M +89% 0.29% 69.2% 293 24.91% 2.9
RCM
2812
Ratan Capital Management
Florida
$652M +$281M +76% 16% 616% 44 31.82% 1.9
Covenant Asset Management
2813
Covenant Asset Management
New Jersey
$652M +$15.6M +2% 6.13% 177% 183 11.48% 3.9
Intrua Financial
2814
Intrua Financial
Texas
$651M -$21.4M -3% 0.14% 77.4% 404 17.33% 2.6
Planning Alternatives
2815
Planning Alternatives
Michigan
$651M -$6.49M -1% 0.73% 69.6% 63 11.11% 5.3
IBOK
2816
Independence Bank of Kentucky
Kentucky
$650M +$185M +40% 1.17% 94.3% 652 14.57% 3.5
Estabrook Capital Management
2817
Estabrook Capital Management
New York
$649M -$22M -3% 0.92% 87.2% 363 5.23% 7.3
Almanack Investment Partners
2818
Almanack Investment Partners
Pennsylvania
$648M +$11.7M +2% 0.41% 82.2% 197 16.24% 2.4
FCM
2819
Fieldview Capital Management
Michigan
$648M – – 2.64% – 402 – 0
Dudley & Shanley
2820
Dudley & Shanley
Florida
$648M +$7.86M +1% 1.44% 67.9% 37 2.7% 3.6
Capital Planning Advisors
2821
Capital Planning Advisors
California
$648M -$14.8M -2% 0.49% 64.2% 148 13.51% 4.4
McMorgan & Co
2822
McMorgan & Co
California
$647M -$2.8M -0.4% 1.59% 30.1% 60 10% 2.3
Adventist Health System West
2823
Adventist Health System West
California
$647M -$3.68M -0.6% 0.34% 60.2% 8 12.5% 2.1
Palo Alto Investors
2824
Palo Alto Investors
California
$645M -$124M -16% 0.2% 157% 47 12.77% 3.7
Foresight Group
2825
Foresight Group
United Kingdom
$645M +$593M +1,143% 8.38% – 36 11.11% 0.9