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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)
PS
2851
Portfolio Strategies
New York
$499M -$4.42M -0.9% 1.24% 120% 64 40.63% 1.6
McMorgan & Co
2852
McMorgan & Co
California
$499M +$40.5M +9% 0.34% 30.1% 59 40.68% 0.2
Untitled Investments
2853
Untitled Investments
New York
$498M +$90.1M +22% 2.72% 79.6% 27 48.15% 0.4
Destiny Wealth Partners
2854
Destiny Wealth Partners
Florida
$498M -$24.4M -5% 0.92% 63.7% 527 66.22% 0.2
Allen Capital Group
2855
Allen Capital Group
Nebraska
$498M -$695K -0.1% 1.01% 62.8% 171 14.04% 2.2
Foresight Wealth Management
2856
Foresight Wealth Management
Utah
$498M +$46.8M +10% 0.62% 19.1% 145 18.62% 1.6
Stansberry Asset Management
2857
Stansberry Asset Management
Texas
$497M +$83.5M +20% 4.31% 79.6% 92 52.17% 0.8
SP
2858
Solel Partners
Massachusetts
$497M +$83.9M +20% 6.37% 25.9% 23 39.13% 0.6
Dividend Assets Capital
2859
Dividend Assets Capital
South Carolina
$497M -$12.7M -2% 0.81% 67.4% 562 12.99% 2.1
Founders Financial Securities
2860
Founders Financial Securities
Maryland
$497M -$6.98M -1% 0.78% 71% 308 21.1% 1.3
Cornerstone Retirement Group
2861
Cornerstone Retirement Group
Nevada
$497M +$16.5M +3% 0.1% – 2 0% 0.5
AAA
2862
Adams Asset Advisors
Texas
$496M -$14.1M -3% 2.1% 66.8% 84 16.67% 3.4
Arbor Investment Advisors
2863
Arbor Investment Advisors
North Carolina
$496M +$22.5M +5% 1.29% 48.5% 107 5.61% 3.5
Renaissance Capital
2864
Renaissance Capital
Connecticut
$496M -$136M -22% 5.65% 392% 112 41.07% 0.3
DC
2865
Derby & Company
Massachusetts
$495M +$15.3M +3% 0.19% 33.7% 79 2.53% 1.7
Pacific Global Investment Management
2866
Pacific Global Investment Management
California
$495M -$9.7M -2% 0.61% 48% 219 4.57% 4.7
Tortoise Investment Management
2867
Tortoise Investment Management
New York
$495M +$10.5M +2% 1.28% 40.2% 656 11.43% 4.2
11 Capital Partners
2868
11 Capital Partners
Connecticut
$494M -$3.33M -0.7% 2.02% 101% 27 44.44% 0.5
Peavine Capital
2869
Peavine Capital
Nevada
$494M +$6.57M +1% 0.12% 30.8% 14 0% 3.3
CAS
2870
Cascadia Advisory Services
Oregon
$493M +$29.7M +6% 0.31% – 260 13.46% 1
DG Capital Management
2871
DG Capital Management
New York
$493M +$29.6M +6% 0.55% 76.7% 211 26.07% 0.4
Taikang Asset Management (HK)
2872
Taikang Asset Management (HK)
Hong Kong
$493M -$156M -24% 5.05% 172% 88 10.23% 2.2
AMCA
2873
Arthur M. Cohen & Associates
Illinois
$493M -$23M -4% 2.68% 129% 147 10.88% 3.4
Live Oak Private Wealth
2874
Live Oak Private Wealth
North Carolina
$493M +$39.5M +9% 0.5% 65% 178 11.8% 1.2
5AM Venture Management
2875
5AM Venture Management
California
$492M +$95.1M +24% 11.9% 546% 16 25% 1