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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)
American Financial Advisors
2851
American Financial Advisors
Georgia
$750M -$25.2M -3% 1.59% 52.7% 166 7.83% 3.8
Cornerstone Planning Group
2852
Cornerstone Planning Group
New Jersey
$749M +$108M +17% 0.28% 60% 1,930 17.2% 1.7
Manchester Global Management
2853
Manchester Global Management
United Kingdom
$749M +$6.93M +0.9% 7.2% 156% 25 24% 1.4
BDF Gestion
2854
BDF Gestion
France
$749M -$69.7M -9% 4.99% – 163 21.47% 1.3
Breakwater Capital Group
2855
Breakwater Capital Group
New Jersey
$747M +$30.2M +4% 0.45% 67.4% 383 10.7% 2.1
Beau Ventures
2856
Beau Ventures
New York
$746M -$57.6M -7% 3.04% – 22 4.55% 0.3
Power Corp of Canada
2857
Power Corp of Canada
Canada
$745M -$8.52M -1% 1.13% 14.4% 1 0% 2.3
Conversant Capital
2858
Conversant Capital
New Jersey
$745M +$219M +42% 0.3% 228% 22 68.18% 0.5
Capital Advisors Wealth Management
2859
Capital Advisors Wealth Management
Washington
$745M +$10.8M +1% 0.73% 70.5% 231 10.39% 2.5
Hendershot Investments
2860
Hendershot Investments
Virginia
$744M -$40.5M -5% 5.22% 61.9% 130 5.38% 5.8
SkyView Investment Advisors
2861
SkyView Investment Advisors
New Jersey
$743M -$48.8M -6% 1.84% 70.3% 372 19.89% 1.8
Knightsbridge Asset Management
2862
Knightsbridge Asset Management
California
$743M +$122M +20% 0.08% 150% 281 28.83% 1.8
Ellenbecker Investment Group
2863
Ellenbecker Investment Group
Wisconsin
$743M +$28.2M +4% 1.55% 56.3% 140 10% 4
Abacus Planning Group
2864
Abacus Planning Group
South Carolina
$743M -$8.36M -1% 0.4% 67.8% 285 15.09% 4
Sharkey, Howes & Javer
2865
Sharkey, Howes & Javer
Colorado
$742M -$44.4M -6% 1.74% 60.2% 169 14.79% 3.4
HCP
2866
Holt Capital Partners
Texas
$742M -$2.84M -0.4% 1.15% 69.5% 157 6.37% 7.7
Allegheny Financial Group
2867
Allegheny Financial Group
Pennsylvania
$742M +$66.3M +10% 0.37% 71.1% 299 7.36% 2.6
Lineweaver Wealth Advisors
2868
Lineweaver Wealth Advisors
Ohio
$742M +$2.77M +0.4% 0.62% 68.4% 192 18.75% 2.8
Running Oak Capital
2869
Running Oak Capital
Minnesota
$741M -$57.4M -7% 3.78% 40.8% 56 1.79% 3.9
BFCFSI
2870
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$741M -$18.6M -2% 0.46% – 2,821 18.04% 1.2
Camden National Bank
2871
Camden National Bank
Maine
$739M +$11.9M +2% 1.3% 58.2% 175 9.71% 4.6
Canal Capital Management
2872
Canal Capital Management
Virginia
$739M +$33.9M +5% 0.72% 67.8% 224 23.66% 3.8
Portside Wealth Group
2873
Portside Wealth Group
Utah
$738M -$5.46M -0.7% 0.42% 90.1% 527 24.67% 1.7
Qtron Investments
2874
Qtron Investments
Massachusetts
$738M -$31.7M -4% 0.1% 140% 457 14.22% 2.8
James J. Burns & Company
2875
James J. Burns & Company
New York
$737M +$12.3M +2% 2.44% 70.2% 168 11.9% 2.3