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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)
DCM
2851
Divisar Capital Management
California
$301M +$7.04M +2% 5.44% 194% 30 10% 1.7
Gilman Hill Asset Management
2852
Gilman Hill Asset Management
Connecticut
$301M +$3.79M +1% 2.65% 54.2% 188 4.79% 3.4
Welch Capital Partners
2853
Welch Capital Partners
New York
$300M +$6.24M +2% 0.44% 79.2% 30 16.67% 2.5
Lucia Wealth Services
2854
Lucia Wealth Services
California
$300M +$9.9M +3% 2.11% 45.6% 182 15.38% 1.1
IAA
2855
Ironsides Asset Advisors
North Carolina
$300M +$2.15M +0.7% 3.6% 49.3% 100 12% 2
Old Dominion Capital Management
2856
Old Dominion Capital Management
Virginia
$300M +$11M +4% 1.29% 45.9% 150 14% 1.7
Hartford Financial Management
2857
Hartford Financial Management
Connecticut
$300M +$155K +0.1% 1.09% 87.9% 376 10.11% 3.2
Moloney Securities Asset Management
2858
Moloney Securities Asset Management
Missouri
$299M -$382K -0.1% 1.61% 86% 371 21.02% 1.7
Wealthquest
2859
Wealthquest
Ohio
$299M +$34.5M +13% 2.05% 52.1% 142 20.42% 1.8
Portland Global Advisors
2860
Portland Global Advisors
Maine
$299M -$1.25M -0.4% 0.06% 43.4% 117 9.4% 4.5
WC
2861
Whitnell & Co
Illinois
$299M +$32M +12% 1.8% 36.6% 272 9.93% 4.3
Brandywine Managers
2862
Brandywine Managers
Delaware
$299M +$32.1M +12% 14% 96.3% 52 15.38% 1.4
Marquette Asset Management
2863
Marquette Asset Management
Minnesota
$299M +$2.8M +0.9% 0.27% 69.6% 288 18.4% 1.5
Old Second National Bank of Aurora
2864
Old Second National Bank of Aurora
Illinois
$298M +$15.8M +6% 1.78% 93.7% 387 14.73% 3.9
Shulman DeMeo Asset Management
2865
Shulman DeMeo Asset Management
New York
$298M +$26.8M +10% 1.51% 79.3% 149 23.49% 0.5
All Terrain Financial Advisors
2866
All Terrain Financial Advisors
Minnesota
$298M +$4.45M +2% 1.7% 71.1% 234 16.67% 1.2
MP
2867
Mediatel Partners
Texas
$298M +$20.4M +7% 7.37% 11.6% 2 0% 6.3
Solus Alternative Asset Management
2868
Solus Alternative Asset Management
New Jersey
$298M -$158M -35% 26.7% 79.3% 11 36.36% 1.3
SAM
2869
Sandell Asset Management
New York
$298M -$586M -66% 1.29% 322% 55 52.73% 0.7
Rossmore Private Capital
2870
Rossmore Private Capital
Connecticut
$297M +$14.3M +5% 0.5% 75.4% 139 8.63% 1.4
PenderFund Capital Management
2871
PenderFund Capital Management
British Columbia, Canada
$297M +$17.1M +6% 5.72% 129% 71 14.08% 0.8
Golden Gate Private Equity
2872
Golden Gate Private Equity
California
$297M -$4.08M -1% 1.68% 8.72% 27 18.52% 2
JBJ Investment Partners
2873
JBJ Investment Partners
South Carolina
$297M +$20.7M +7% 1.57% 46.2% 54 18.52% 0.4
Terril Brothers
2874
Terril Brothers
Missouri
$296M -$17.2M -5% 0.98% 94.4% 60 10% 2.9
Eos Management LP
2875
Eos Management LP
New York
$296M -$10.8M -4% 2.3% 152% 29 3.45% 4.1