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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)
Occudo Quantitative Strategies
2851
Occudo Quantitative Strategies
Florida
$572M -$164M -22% 9.38% 94.6% 1,089 67.03% 0.3
Sarissa Capital Management
2852
Sarissa Capital Management
Connecticut
$572M -$77.3M -12% 12.4% 80% 10 10% 4
Investure LLC
2853
Investure LLC
Virginia
$571M -$179M -24% 5.94% 55.4% 16 12.5% 3.9
Ophir Asset Management
2854
Ophir Asset Management
Australia
$571M +$67.2M +13% 16.9% 282% 42 52.38% 0.6
Relyea Zuckerberg Hanson
2855
Relyea Zuckerberg Hanson
Connecticut
$571M +$58.2M +11% 9.18% 95.9% 244 8.2% 2.2
Titleist Asset Management
2856
Titleist Asset Management
Texas
$571M +$31.1M +6% 9.96% 101% 272 25% 0.7
KWMG
2857
King Wealth Management Group
Florida
$570M +$52.9M +10% 11.1% 86% 151 10.6% 5.4
Gateway Advisory
2858
Gateway Advisory
New Jersey
$570M +$49.2M +9% 5.15% 26% 143 18.18% 1.5
NorthStar Asset Management (Massachusetts)
2859
NorthStar Asset Management (Massachusetts)
Massachusetts
$570M +$224M +65% 11.8% 66.3% 59 8.47% 2.6
Market Street Wealth Management Advisors
2860
Market Street Wealth Management Advisors
Indiana
$570M +$91.6M +19% 4.92% 44% 97 5.15% 2.5
Manchester Global Management
2861
Manchester Global Management
United Kingdom
$569M +$262M +85% 14.3% 156% 22 22.73% 0.9
Capital Planning Advisors
2862
Capital Planning Advisors
California
$569M +$40.5M +8% 8.99% 64.2% 144 7.64% 3.9
Tarbox Family Office
2863
Tarbox Family Office
California
$569M +$54.7M +11% 7.69% 66.4% 106 10.38% 6.6
New England Private Wealth Advisors
2864
New England Private Wealth Advisors
Massachusetts
$569M +$27.1M +5% 6.08% 55.8% 136 10.29% 4.4
Arkansas Financial Group
2865
Arkansas Financial Group
Arkansas
$568M +$27.3M +5% 4.44% 41.4% 70 5.71% 4.1
Bay Colony Advisors
2866
Bay Colony Advisors
Massachusetts
$568M +$58.4M +11% 9.89% 91.8% 445 19.55% 2.4
Hartline Investment Corp
2867
Hartline Investment Corp
Illinois
$568M -$50.6M -8% 9.89% 222% 457 86.87% 0.6
Ardmore Road Asset Management
2868
Ardmore Road Asset Management
New York
$568M +$128M +29% 17.6% 245% 48 60.42% 0.3
First Trust Investment Solutions
2869
First Trust Investment Solutions
Florida
$568M +$86.3M +18% 11.2% – 281 30.25% 0.2
CCM
2870
Cohen Capital Management
California
$567M +$42.2M +8% 9% 91.5% 140 5% 6.6
FAG
2871
Financial Advisory Group
Texas
$567M +$39.5M +7% 7.18% 20.6% 93 7.53% 5.1
Fiduciary Alliance
2872
Fiduciary Alliance
South Carolina
$567M +$58.8M +12% 10.9% 104% 210 19.05% 0.8
Camden National Bank
2873
Camden National Bank
Maine
$566M +$29.2M +5% 8.16% 58.2% 126 7.14% 4.6
Stockman Wealth Management
2874
Stockman Wealth Management
Montana
$566M +$65.2M +13% 12.4% 77.5% 185 8.11% 4.7
Minot Capital
2875
Minot Capital
Colorado
$566M +$17.4M +3% 8.74% 19.6% 12 0% 3.1