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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)
Cooper Financial Group
2901
Cooper Financial Group
California
$482M -$9.7M -2% 0.07% 87.2% 272 16.91% 1.4
Capital Planning Advisors
2902
Capital Planning Advisors
California
$482M -$5.38M -1% 1.48% 64.2% 150 5.33% 2.7
Tang Capital Management
2903
Tang Capital Management
California
$482M -$20.7M -4% 3.57% 493% 20 20% 1.2
JBJ Investment Partners
2904
JBJ Investment Partners
South Carolina
$482M -$5.4M -1% 1.33% 46.2% 63 7.94% 1.5
Amarillo National Bank
2905
Amarillo National Bank
Texas
$481M +$133M +38% 0.55% 63.5% 104 9.62% 4.5
Eubel Brady & Suttman Asset Management
2906
Eubel Brady & Suttman Asset Management
Ohio
$481M -$661M -58% 1.84% 40.2% 559 87.12% 4.8
Gateway Advisory
2907
Gateway Advisory
New Jersey
$480M +$10.7M +2% 0.81% 26% 132 32.58% 1.6
First National Bank & Trust Co of Newtown
2908
First National Bank & Trust Co of Newtown
Pennsylvania
$480M -$3.4M -0.7% 0.44% 55.7% 130 2.31% 6.4
AGF Investments America
2909
AGF Investments America
Ontario, Canada
$480M +$56.3M +13% 3.4% 72.1% 74 4.05% 3.7
Aveo Capital Partners
2910
Aveo Capital Partners
Colorado
$479M +$26.7M +6% 0.85% 19.1% 287 19.86% 0.9
Blue Edge Capital
2911
Blue Edge Capital
Virginia
$479M -$2.79M -0.6% 0.93% 67.4% 108 12.96% 4.1
Sound View Wealth Advisors Group
2912
Sound View Wealth Advisors Group
Georgia
$479M +$3.06M +0.6% 0.08% 73% 299 10.03% 1.7
Windham Capital Management
2913
Windham Capital Management
Massachusetts
$479M -$14.9M -3% 0.7% 8.3% 81 9.88% 2.4
Greenline Partners
2914
Greenline Partners
New York
$478M -$10.2M -2% 3.46% 69.6% 136 8.82% 1.8
WWM
2915
Windsor Wealth Management
Indiana
$478M +$15.2M +3% 0.43% 37.3% 226 7.52% 2.3
Domani Wealth
2916
Domani Wealth
Pennsylvania
$478M -$17.9M -4% 0.34% 48.6% 123 6.5% 4
Parkside Investments
2917
Parkside Investments
Illinois
$478M -$42.1M -8% 2.9% 70.4% 96 17.71% 2.4
Speece Thorson Capital Group
2918
Speece Thorson Capital Group
Minnesota
$478M -$1.28M -0.3% 2.43% 34.2% 49 6.12% 5.6
L.J. Altfest & Co
2919
L.J. Altfest & Co
New York
$477M +$13.4M +3% 1.58% 95.6% 289 20.76% 2.5
Hohimer Wealth Management
2920
Hohimer Wealth Management
Washington
$477M -$11.6M -2% 0.08% 99.7% 205 10.24% 1.3
Mengis Capital Management
2921
Mengis Capital Management
Oregon
$476M -$6.39M -1% 1.27% 104% 182 6.04% 3.7
Luminus Management
2922
Luminus Management
Texas
$476M -$211M -31% 0.87% 8.7% 95 57.89% 0.8
Column Capital Advisors
2923
Column Capital Advisors
Indiana
$476M -$358K -0.1% 1.19% 20.4% 753 5.71% 1.5
ACM
2924
AIGH Capital Management
Maryland
$476M -$79.9M -14% 6.87% 3,007% 60 36.67% 0.4
Core Alternative Capital
2925
Core Alternative Capital
Georgia
$475M +$45M +10% 0.52% 74.5% 99 27.27% 1