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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)
Hemington Wealth Management
2801
Hemington Wealth Management
Virginia
$691M +$46M +7% 7.02% 76.1% 1,766 5.66% 0.9
Sirios Capital Management
2802
Sirios Capital Management
Massachusetts
$690M +$130M +23% 27% 177% 66 16.67% 1.9
Meridian Wealth Partners
2803
Meridian Wealth Partners
Pennsylvania
$690M +$63.2M +10% 7.88% 54.2% 116 15.52% 3.2
Skylands Capital
2804
Skylands Capital
Wisconsin
$690M -$3.17M -0.5% 5.64% 61% 168 18.45% 5.2
Fountainhead AM
2805
Fountainhead AM
New Jersey
$689M +$73.6M +12% 9.55% 65.6% 219 15.53% 1.7
Torray Investment Partners
2806
Torray Investment Partners
Maryland
$689M +$17.6M +3% 8.76% 82.4% 108 14.81% 5
BlueSky Wealth Advisors
2807
BlueSky Wealth Advisors
North Carolina
$688M +$43.2M +7% 6.83% 42.9% 76 11.84% 3.1
Pamplona Capital Management
2808
Pamplona Capital Management
New York
$688M +$53.8M +8% 9.79% – 6 0% 0.5
Roble Belko & Company
2809
Roble Belko & Company
Pennsylvania
$687M +$60.4M +10% 8.97% 53.3% 489 15.75% 4.2
Toews Corporation
2810
Toews Corporation
New Jersey
$687M +$461M +204% 5.44% 22% 16 56.25% 1.1
Colonial Trust
2811
Colonial Trust
South Carolina
$687M +$42.9M +7% 8.3% 75.5% 1,154 10.66% 1.9
Nalanda India Equity Fund
2812
Nalanda India Equity Fund
Mauritius
$687M -$77.3M -10% 9.75% 30.2% 2 0% 5.9
Concord Wealth Partners
2813
Concord Wealth Partners
Virginia
$686M +$77M +13% 8.99% 66% 908 15.53% 2.1
CCP
2814
Camelot Capital Partners
California
$686M +$257M +60% 61.1% – 1 0% 1.5
Alibaba Group
2815
Alibaba Group
Hong Kong
$685M -$124M -15% 11.9% 2.06% 3 33.33% 7.1
Correct Capital Wealth Management
2816
Correct Capital Wealth Management
Missouri
$685M +$64.5M +10% 10.2% – 118 7.63% 1.3
Brio Consultants
2817
Brio Consultants
California
$685M +$47.7M +7% 7.34% 42.7% 138 16.67% 2.7
LS Investment Advisors
2818
LS Investment Advisors
Michigan
$684M +$34.5M +5% 8.46% 98.7% 134 5.22% 8.7
New England Private Wealth Advisors
2819
New England Private Wealth Advisors
Massachusetts
$684M +$37.1M +6% 7.82% 55.8% 167 14.37% 4.3
Pathway Financial Advisors
2820
Pathway Financial Advisors
Vermont
$683M +$128M +23% 6.43% 52.7% 178 30.34% 4.2
Evolution Wealth Advisors
2821
Evolution Wealth Advisors
Florida
$683M +$84.1M +14% 12% 84.5% 177 19.77% 2.3
First National Advisers
2822
First National Advisers
Nebraska
$683M +$58.2M +9% 10% 87.9% 226 8.41% 1.7
Paloma Partners
2823
Paloma Partners
Connecticut
$682M -$126M -16% 10.7% 314% 164 68.9% 0.4
Hoey Investments
2824
Hoey Investments
Pennsylvania
$682M +$170M +33% 31.8% 200% 427 15.22% 2.3
Capital Planning Advisors
2825
Capital Planning Advisors
California
$682M +$34M +5% 10.1% 64.2% 144 11.11% 4.6