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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)
ECP ControlCo
2826
ECP ControlCo
New Jersey
$496M -$3.09M -0.6% 6.42% 42.5% 9 11.11% 1.6
12th Street Asset Management Company
2827
12th Street Asset Management Company
Tennessee
$496M +$17.9M +4% 5.82% 106% 35 20% 3
Condire Management
2828
Condire Management
Texas
$496M -$6.23M -1% 1.28% 187% 16 25% 1.4
Sunriver Management
2829
Sunriver Management
Connecticut
$496M +$16.2M +3% 5.39% 9.27% 20 30% 1.4
Grove Bank & Trust
2830
Grove Bank & Trust
Florida
$495M +$22.1M +5% 6.02% 80.5% 747 17.54% 2
New England Private Wealth Advisors
2831
New England Private Wealth Advisors
Massachusetts
$495M +$3.16M +0.6% 3.12% 55.8% 115 9.57% 4.6
KWMG
2832
King Wealth Management Group
Florida
$495M +$42.1M +9% 8.92% 86% 159 11.95% 4.9
Twin Focus Capital Partners
2833
Twin Focus Capital Partners
Massachusetts
$495M -$9.5M -2% 5.93% 92.5% 240 15.42% 3.4
Canal Capital Management
2834
Canal Capital Management
Virginia
$494M +$40.9M +9% 6.79% 67.8% 155 9.68% 3.6
MWM
2835
Madison Wealth Management
Ohio
$494M +$31.9M +7% 7.11% 35.1% 159 6.29% 2.5
Financial Partners Group (Kansas)
2836
Financial Partners Group (Kansas)
Kansas
$494M +$44.3M +10% 6.25% 76.7% 177 17.51% 2.3
Atlas Private Wealth Advisors
2837
Atlas Private Wealth Advisors
New Jersey
$494M +$277M +128% 5.2% 57.8% 191 36.65% 1.4
American Investment Services
2838
American Investment Services
Massachusetts
$494M +$7.34M +2% 4.66% 63.1% 145 11.03% 4.7
SYM Financial Corp
2839
SYM Financial Corp
Indiana
$493M +$40.2M +9% 2.49% 56% 130 22.31% 2.2
Capital Planning Advisors
2840
Capital Planning Advisors
California
$493M +$22.7M +5% 6.04% 64.2% 136 14.71% 3.8
Arcadia Investment Management
2841
Arcadia Investment Management
Michigan
$493M +$33.6M +7% 9.46% 83.5% 375 14.4% 4.3
Personal CFO Solutions
2842
Personal CFO Solutions
New Jersey
$493M +$8.5M +2% 6.02% 91.4% 525 21.52% 1.8
Bleichroeder LP
2843
Bleichroeder LP
New York
$493M +$24M +5% 6.64% 202% 90 18.89% 2.2
Octavia Wealth Advisors
2844
Octavia Wealth Advisors
Ohio
$493M +$48.4M +11% 6.24% 67.9% 198 11.11% 1.9
Lathrop Investment Management
2845
Lathrop Investment Management
Arkansas
$492M +$21.2M +4% 5.67% 72.2% 87 6.9% 5.6
Dorchester Wealth Management
2846
Dorchester Wealth Management
Quebec, Canada
$492M +$6.31M +1% 4.04% 18.3% 158 10.13% 4.6
MIC Capital Management (UK)
2847
MIC Capital Management (UK)
United Kingdom
$492M -$32.7M -6% 10.9% 67.2% 25 12% 1.3
Vitruvian Partners
2848
Vitruvian Partners
United Kingdom
$491M +$23.3M +5% 14% 96.9% 10 20% 2
Per Stirling Capital Management
2849
Per Stirling Capital Management
Texas
$491M +$27.4M +6% 5.55% 63.1% 202 16.34% 0.4
Ramsay Stattman Vela & Price
2850
Ramsay Stattman Vela & Price
Colorado
$491M +$27.5M +6% 7.85% 81.8% 81 4.94% 5.8