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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)
MA Private Wealth
2876
MA Private Wealth
California
$503M +$23.3M +5% 5.32% 57.5% 94 8.51% 1.4
Zevin Asset Management
2877
Zevin Asset Management
Massachusetts
$503M +$50.5M +11% 8.53% 71.7% 104 12.5% 3.9
Silicon Valley Capital Partners
2878
Silicon Valley Capital Partners
California
$502M +$46.4M +10% 9.99% 103% 79 29.11% 1.9
Tang Capital Management
2879
Tang Capital Management
California
$502M +$147M +41% 3.23% 493% 17 41.18% 1.3
Quest Capital Management
2880
Quest Capital Management
Texas
$502M +$35.3M +8% 6.29% 87.7% 295 12.88% 1.5
TAA
2881
TB Alternative Assets
Cayman Islands
$502M -$29.1M -5% 8.42% 312% 46 26.09% 0.8
Invus Financial Advisors
2882
Invus Financial Advisors
New York
$502M +$65.6M +15% 2.63% 29.5% 8 12.5% 1.1
Virtue Capital Management
2883
Virtue Capital Management
Tennessee
$501M +$75.8M +18% 8.6% 91% 319 18.81% 0.8
P.J. Schmidt Investment Management (PJS)
2884
P.J. Schmidt Investment Management (PJS)
Wisconsin
$501M +$21.2M +4% 6.12% 65.9% 179 6.7% 3.8
IBEX Wealth Advisors
2885
IBEX Wealth Advisors
New Jersey
$500M +$94.7M +23% 9.14% 221% 198 52.02% 0.9
Means Investment Company
2886
Means Investment Company
Maine
$500M +$60.6M +14% 8.79% 87.9% 210 13.33% 1.6
AC
2887
Athos Capital
Hong Kong
$499M -$100M -17% 8.63% 110% 243 76.54% 0.1
Allen Capital Group
2888
Allen Capital Group
Nebraska
$499M +$43.5M +10% 4.66% 56.9% 169 14.79% 2.1
VCM
2889
Vivaldi Capital Management
Illinois
$498M -$7.4M -1% 4.66% 69.2% 388 18.56% 1.4
BSN Capital Partners
2890
BSN Capital Partners
United Kingdom
$498M – – 11.2% 183% 1 – 2.5
Leo Brokerage
2891
Leo Brokerage
Texas
$498M +$145M +41% 4.88% – 200 16.5% 0.5
Legion Partners Asset Management
2892
Legion Partners Asset Management
California
$498M -$1.47M -0.3% 19.8% 206% 13 15.38% 1.6
Force Hill Capital Management
2893
Force Hill Capital Management
New York
$497M +$2.44M +0.5% 8.78% 46.3% 59 59.32% 0.2
11 Capital Partners
2894
11 Capital Partners
Connecticut
$497M +$58.5M +13% 6.23% 101% 23 21.74% 0.4
Domani Wealth
2895
Domani Wealth
Pennsylvania
$496M -$23.3M -4% 6.34% 48.6% 136 13.97% 3.7
Arosa Capital Management
2896
Arosa Capital Management
Florida
$495M -$46.4M -9% 12% 536% 86 51.16% 0.4
Granger Management
2897
Granger Management
New York
$494M -$154M -24% 5.16% 69.9% 35 11.43% 0.4
Nelson Capital Management
2898
Nelson Capital Management
California
$494M +$26.6M +6% 7.99% 121% 102 7.84% 4.1
Windham Capital Management
2899
Windham Capital Management
Massachusetts
$494M +$20.3M +4% 3.73% 8.3% 76 9.21% 2.4
Evolution Wealth Advisors
2900
Evolution Wealth Advisors
Florida
$492M +$44.1M +10% 8.29% 84.5% 683 14.64% 1.1