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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)
Divergent Wealth Advisors
2851
Divergent Wealth Advisors
Utah
$340M +$17M +5% 4.11% 14.7% 42 2.38% 1.6
HLC
2852
Hunt Lane Capital
New York
$339M -$63.6M -16% 15.1% 3.59% 23 39.13% 1.1
Tilden Park Management I
2853
Tilden Park Management I
New York
$339M +$83.5M +33% 5.03% 29.6% 10 70% 0.4
Welch Capital Partners
2854
Welch Capital Partners
New York
$339M +$38.2M +13% 10.2% 79.2% 31 19.35% 2.1
D'Orazio & Associates
2855
D'Orazio & Associates
Virginia
$338M +$26.9M +9% 9.37% 61.2% 370 6.49% 3
JGP Wealth Management
2856
JGP Wealth Management
Oregon
$338M +$49.8M +17% 7.11% 87.8% 134 4.48% 1.3
Ackerman Capital Advisors
2857
Ackerman Capital Advisors
Texas
$338M +$48.4M +17% 5.42% 40.4% 202 35.15% 0.6
Atlantic Investment Management
2858
Atlantic Investment Management
New York
$338M +$52.9M +19% 18% 28.8% 20 55% 1.3
ARMC
2859
American Research & Management Company
Massachusetts
$338M +$5.17M +2% 7.38% 35.1% 355 9.01% 4.2
Ausdal Financial Partners
2860
Ausdal Financial Partners
Iowa
$337M +$54.9M +19% 6.21% 63.2% 348 16.67% 2.1
Teewinot Capital Advisers
2861
Teewinot Capital Advisers
New York
$337M +$44M +15% 17.1% 149% 39 38.46% 2.8
Hendershot Investments
2862
Hendershot Investments
Virginia
$337M +$24.3M +8% 8.53% 50.5% 84 3.57% 3.9
Penn Davis McFarland
2863
Penn Davis McFarland
Texas
$337M +$17.5M +5% 11.3% 100% 53 24.53% 2.6
OIA
2864
Optimum Investment Advisors
Illinois
$337M +$20.2M +6% 8.58% 125% 1,052 14.92% 2.4
Biltmore Capital Advisors
2865
Biltmore Capital Advisors
New Jersey
$337M -$42.1M -11% 3.62% 80.4% 82 26.83% 0.6
McGuire Investment Group
2866
McGuire Investment Group
Rhode Island
$337M +$31.7M +10% 10% 202% 100 11% 1.1
Strategic Value Partners
2867
Strategic Value Partners
Connecticut
$337M -$51.8M -13% 9.95% – 10 30% 1.5
Portland Global Advisors
2868
Portland Global Advisors
Maine
$337M +$37.4M +12% 7.62% 43.4% 116 7.76% 4.5
Paradigm Asset Management
2869
Paradigm Asset Management
New York
$336M +$31.7M +10% 5.62% 73.8% 390 13.33% 2.6
Altavista Wealth Management
2870
Altavista Wealth Management
North Carolina
$336M +$14.5M +5% 6.08% 80.6% 176 10.8% 3.6
Overbrook Management Corp
2871
Overbrook Management Corp
New York
$336M -$62.5M -16% 11.4% 157% 81 13.58% 3.5
CPH
2872
C Partners Holding
Switzerland
$335M +$48.8M +17% 6.39% 25.6% 25 4% 2.4
Waddell & Associates
2873
Waddell & Associates
Tennessee
$335M +$16M +5% 6.79% 194% 20 20% 0.8
Schneider Downs Wealth Management Advisors
2874
Schneider Downs Wealth Management Advisors
Pennsylvania
$335M +$13.5M +4% 3.27% 61.5% 72 11.11% 1.8
Algert Global
2875
Algert Global
California
$335M +$66.6M +25% 12.4% 194% 476 47.48% 0.5