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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)
Rollins Financial Advisors
2876
Rollins Financial Advisors
New York
$603M +$20.2M +3% 4.28% – 145 17.93% 0.6
Sycomore Asset Management
2877
Sycomore Asset Management
France
$603M +$34M +6% 2.89% 163% 77 20.78% 2
BC
2878
Belmont Capital
California
$602M +$66M +12% 6.14% 182% 211 26.07% 1.7
SkyView Investment Advisors
2879
SkyView Investment Advisors
New Jersey
$602M +$40.9M +7% 5.75% 70.3% 391 27.11% 1.1
Red Door Wealth Management
2880
Red Door Wealth Management
Tennessee
$601M +$33.9M +6% 6.24% 100% 223 14.35% 2.5
ThornTree Capital Partners
2881
ThornTree Capital Partners
Massachusetts
$601M +$14.3M +2% 17.9% 217% 29 44.83% 1.1
Ironwood Investment Counsel
2882
Ironwood Investment Counsel
Arizona
$601M +$40.7M +7% 6.8% 64% 267 7.87% 4.7
Cardinal Point Capital Management
2883
Cardinal Point Capital Management
Ontario, Canada
$600M +$25.1M +4% 4.29% 65.8% 87 20.69% 1.1
OM
2884
Opaleye Management
Massachusetts
$600M +$162M +37% 47.6% 748% 57 33.33% 1.7
Concord Wealth Partners
2885
Concord Wealth Partners
Virginia
$599M +$32.2M +6% 4.84% 66% 1,039 27.53% 1.5
American Investment Services
2886
American Investment Services
Massachusetts
$599M +$34M +6% 7.27% 63.1% 162 6.79% 5.1
MSD Capital
2887
MSD Capital
New York
$598M +$250M +72% 26.8% 11.5% 4 25% 3.6
Gilman Hill Asset Management
2888
Gilman Hill Asset Management
Connecticut
$598M +$45.6M +8% 9% 54.2% 235 14.04% 4.5
Meridian Wealth Advisors
2889
Meridian Wealth Advisors
Texas
$598M +$37.3M +7% 6.49% 79.9% 185 10.27% 4.1
EFG Asset Management
2890
EFG Asset Management
Oregon
$598M +$20.8M +4% 9.8% 211% 204 13.24% 1.7
ECM
2891
EagleClaw Capital Management
Massachusetts
$598M +$42M +8% 8.98% 104% 141 7.09% 6.3
HA
2892
Harbor Advisors
Florida
$598M +$52.2M +10% 10.2% 125% 194 11.34% 4.4
Mainstay Capital Management
2893
Mainstay Capital Management
Michigan
$597M +$27.8M +5% 4.17% 131% 123 19.51% 2.4
Texas Permanent School Fund
2894
Texas Permanent School Fund
Texas
$597M -$354M -37% 8.81% 44.6% 7 85.71% 0.3
Endurance Services Ltd
2895
Endurance Services Ltd
New York
$597M +$61.8M +12% 4.41% – 17 35.29% 0.5
Eagle Rock Investment Company
2896
Eagle Rock Investment Company
Georgia
$597M +$44M +8% 5.62% 121% 163 17.79% 1.9
Praesidium Investment Management Company
2897
Praesidium Investment Management Company
New York
$596M +$70.2M +13% 13% 79% 14 21.43% 3
Legacy Financial Advisors
2898
Legacy Financial Advisors
Kentucky
$595M +$33.8M +6% 6.46% 86.3% 367 11.44% 2.3
Fagan Associates
2899
Fagan Associates
New York
$595M +$23.6M +4% 4.59% 127% 136 19.12% 4.3
Callan Family Office
2900
Callan Family Office
Pennsylvania
$595M +$74.2M +14% 6.74% 93.4% 195 24.62% 0.8