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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)
FAG
2851
Financial Advisory Group
Texas
$515M +$7.35M +1% 3.82% 20.6% 101 9.9% 3.9
Legacy Advisors
2852
Legacy Advisors
Pennsylvania
$515M +$242M +89% 5.54% – 225 45.33% 1.7
Hussman Strategic Advisors
2853
Hussman Strategic Advisors
Maryland
$515M +$59.2M +13% 1.12% 41.6% 359 18.66% 1.8
BlueSky Wealth Advisors
2854
BlueSky Wealth Advisors
North Carolina
$515M -$25M -5% 5.23% 45.9% 70 8.57% 3.1
Twin Focus Capital Partners
2855
Twin Focus Capital Partners
Massachusetts
$515M +$14.9M +3% 3.41% 92.5% 242 12.4% 2.6
FRG Family Wealth Advisors
2856
FRG Family Wealth Advisors
Washington
$514M -$21.9M -4% 3.02% 76.4% 148 5.41% 4.3
MIC Capital Management (UK)
2857
MIC Capital Management (UK)
United Kingdom
$514M -$8.93M -2% 17.3% 67.2% 27 29.63% 0.2
Destiny Wealth Partners
2858
Destiny Wealth Partners
Florida
$514M -$5.04M -1% 1.59% 63.7% 618 23.62% 0.6
Sanders Morris Harris
2859
Sanders Morris Harris
Texas
$513M -$64.8M -11% 4.43% 85.8% 364 24.73% 1.7
Ramsay Stattman Vela & Price
2860
Ramsay Stattman Vela & Price
Colorado
$513M +$72.5M +16% 5.05% 81.8% 92 28.26% 4.8
First Fiduciary Investment Counsel
2861
First Fiduciary Investment Counsel
Ohio
$513M -$50.7M -9% 5.58% 60% 70 5.71% 3.6
Towercrest Capital Management
2862
Towercrest Capital Management
Pennsylvania
$513M -$33.8M -6% 5.73% 42.6% 94 4.26% 3.5
Kettle Hill Capital Management
2863
Kettle Hill Capital Management
New York
$513M -$52.4M -9% 9.31% 37.4% 75 73.33% 0.4
Opus Capital Group
2864
Opus Capital Group
Ohio
$513M +$29M +6% 4.48% 53.7% 122 17.21% 4.1
Peavine Capital
2865
Peavine Capital
Nevada
$513M -$8.48M -2% 3.19% 30.8% 19 21.05% 3.1
Crewe Advisors
2866
Crewe Advisors
Utah
$512M +$20.7M +4% 1.74% 96.1% 518 22.78% 1.7
Trust Company
2867
Trust Company
Kansas
$512M +$83.8M +20% 4.26% 40.6% 350 12% 3.8
Strategic Wealth Partners
2868
Strategic Wealth Partners
Ohio
$512M -$15.2M -3% 2.4% – 296 19.93% 1.6
Grosvenor Holdings
2869
Grosvenor Holdings
Illinois
$512M -$455M -47% 15.6% 54.3% 24 58.33% 0.9
PM Capital
2870
PM Capital
Australia
$512M -$12M -2% 5.37% 105% 12 0% 4.9
Spirit of America Management Corp
2871
Spirit of America Management Corp
New York
$511M +$13.3M +3% 8.26% 113% 249 8.84% 4.9
Starwood Capital Group Management
2872
Starwood Capital Group Management
Florida
$511M +$5.76M +1% 4.19% 16.2% 7 42.86% 0.7
Nelson Capital Management
2873
Nelson Capital Management
California
$511M -$29.5M -5% 4.41% 121% 112 11.61% 4.4
Pacific Global Investment Management
2874
Pacific Global Investment Management
California
$511M -$30.4M -6% 3.04% 48% 233 12.88% 5
Parkside Investments
2875
Parkside Investments
Illinois
$511M -$8.75M -2% 1.59% 70.4% 169 53.25% 1.4