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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)
VHMC
2876
Value Holdings Management Company
New York
$402M -$18.7M -4% 2.55% 125% 50 12% 4.7
Styrax Capital
2877
Styrax Capital
New York
$402M +$51.3M +15% 3.48% 310% 15 60% 0.2
Affinity Wealth Management
2878
Affinity Wealth Management
Delaware
$402M -$31.9M -7% 3.13% 116% 106 18.87% 2
RP Investment Advisors
2879
RP Investment Advisors
Ontario, Canada
$402M -$309M -43% 0.56% 17.4% 147 12.24% 0.9
LWANC
2880
Laurel Wealth Advisors (North Carolina)
North Carolina
$401M -$12.2M -3% 4.79% 63.3% 643 19.44% 3
WWM
2881
Windsor Wealth Management
Indiana
$401M +$10M +3% 3.5% 37.3% 156 5.77% 3.3
Chemung Canal Trust
2882
Chemung Canal Trust
New York
$401M -$36.6M -8% 5.79% 80.9% 121 4.13% 6.1
Marietta Wealth Management
2883
Marietta Wealth Management
Georgia
$401M -$12.9M -3% 3.52% 93% 112 9.82% 3.6
North Reef Capital Management
2884
North Reef Capital Management
California
$401M +$44.8M +13% 0.67% 81.9% 45 42.22% 0.4
North Growth Management
2885
North Growth Management
British Columbia, Canada
$401M -$30.7M -7% 4.64% 243% 50 14% 2.4
OLP Capital Management
2886
OLP Capital Management
Hong Kong
$400M -$185M -32% 15.8% 146% 3 0% 1.2
AMG
2887
Asset Management Group
Connecticut
$400M -$16.4M -4% 5.05% 57% 120 1.67% 6.7
TFO Wealth Partners
2888
TFO Wealth Partners
Ohio
$400M -$43.9M -10% 7.52% 63.6% 525 78.1% 1.1
Darwin Wealth Management
2889
Darwin Wealth Management
Florida
$400M -$94.6M -19% 4.39% 56.8% 163 9.2% 3
Farmers Trust Company
2890
Farmers Trust Company
Ohio
$400M -$19.2M -5% 6.14% 73.5% 157 10.83% 5.9
Meridian Wealth Partners
2891
Meridian Wealth Partners
Pennsylvania
$400M -$21.6M -5% 5.17% 54.2% 87 10.34% 2
Mainstay Capital Management
2892
Mainstay Capital Management
Michigan
$399M -$34.5M -8% 4.24% 131% 111 18.02% 2.3
EQT Fund Management
2893
EQT Fund Management
Luxembourg
$399M -$376M -49% 38.1% – 2 0% 0.3
CGN Advisors
2894
CGN Advisors
Kansas
$399M +$43.9M +12% 5.67% 48.9% 234 16.24% 1.2
First Fiduciary Investment Counsel
2895
First Fiduciary Investment Counsel
Ohio
$399M -$43.5M -10% 6.18% 48.1% 66 4.55% 4
DVF
2896
Discovery Value Fund
Singapore
$399M -$79.3M -17% 9.3% 210% 8 12.5% 1.6
Johnson Bixby & Associates
2897
Johnson Bixby & Associates
Washington
$398M -$11.5M -3% 5.27% 48.7% 101 8.91% 1.3
Personal CFO Solutions
2898
Personal CFO Solutions
New Jersey
$398M -$28.2M -7% 4.13% 91.4% 474 21.94% 1.6
Gryphon Financial Partners
2899
Gryphon Financial Partners
Ohio
$397M -$15.1M -4% 5.1% 93.7% 249 27.71% 2.7
GWSG
2900
GPS Wealth Strategies Group
Colorado
$396M +$6.56M +2% 5.03% 118% 1,204 5.56% 1.2