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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)
Gagnon Securities
2876
Gagnon Securities
New York
$481M +$5.13M +1% 6.47% 129% 116 19.83% 3.8
Hanson & Doremus Investment Management
2877
Hanson & Doremus Investment Management
Vermont
$481M +$30.8M +7% 4.24% 86.3% 476 10.92% 5.9
Total Wealth Planning
2878
Total Wealth Planning
Ohio
$480M +$27M +6% 2.69% 37.2% 83 4.82% 2.2
Thomas White International
2879
Thomas White International
Illinois
$480M +$6.9M +1% 2.92% 34.9% 280 11.79% 3.9
Ophir Asset Management
2880
Ophir Asset Management
Australia
$480M -$57.7M -11% 6.82% 282% 34 44.12% 0.6
Blue Pool Management
2881
Blue Pool Management
Hong Kong
$479M +$12.3M +3% 5.14% 72.8% 2 50% 2
Capital Advantage
2882
Capital Advantage
California
$479M +$9.45M +2% 2.88% 49.2% 43 6.98% 4.6
Rempart Asset Management
2883
Rempart Asset Management
Canada
$479M +$27.2M +6% 5.27% 70.5% 41 4.88% 2.2
BSW Wealth Partners
2884
BSW Wealth Partners
Colorado
$479M -$8.89M -2% 5.64% 75.4% 325 16.31% 3
PCM
2885
Prime Capital Management
Hong Kong
$479M +$176M +58% 27.1% 579% 4 25% 0.9
J.P. Marvel Investment Advisors
2886
J.P. Marvel Investment Advisors
Massachusetts
$479M +$35.8M +8% 11.2% 183% 71 1.41% 5.6
Ithaka Group
2887
Ithaka Group
Virginia
$479M +$4.25M +0.9% 17.5% 143% 40 20% 4
Schnieders Capital Management
2888
Schnieders Capital Management
California
$479M +$33.1M +7% 8.64% 103% 203 5.42% 5.2
Bedel Financial Consulting
2889
Bedel Financial Consulting
Indiana
$479M +$68M +17% 15% 104% 243 8.64% 3.7
PM Capital
2890
PM Capital
Australia
$478M -$2.34M -0.5% 8.15% 105% 11 27.27% 6
KNB
2891
KHAZANAH NASIONAL BERHAD
$478M +$24.5M +5% 6.47% 73.6% 7 0% 0.8
EFL
2892
ERn Financial LLC
Wisconsin
$478M +$22.9M +5% 5.31% 55.9% 175 8% 2.3
JC
2893
JBF Capital
Colorado
$478M +$36.6M +8% 16.7% 93.6% 89 32.58% 1.6
Goldstein Advisors
2894
Goldstein Advisors
Wisconsin
$477M +$22.7M +5% 4.68% 62.6% 177 8.47% 0.4
McIlrath & Eck
2895
McIlrath & Eck
Washington
$477M +$48.7M +11% 5.97% 44% 954 9.64% 3.3
CVA Family Office
2896
CVA Family Office
Colorado
$477M +$28.9M +6% 4.97% 71.6% 1,083 16.34% 1.7
Center for Financial Planning
2897
Center for Financial Planning
Michigan
$476M +$42.8M +10% 6.05% 57.5% 591 12.35% 2.5
Chatham Capital Group
2898
Chatham Capital Group
Georgia
$475M +$27.8M +6% 6.22% 97% 189 4.76% 5.2
Consolidated Planning Corp
2899
Consolidated Planning Corp
Georgia
$475M +$89M +23% 6.65% 84.6% 175 40% 1.2
Land & Buildings Investment Management
2900
Land & Buildings Investment Management
Connecticut
$475M +$42.5M +10% 4.06% 53.9% 27 48.15% 1.3