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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
CT
2901
Chicago Trust
Illinois
$502M +$47M +10% 11.1% 85.9% 355 12.68%
TAMH
2902
Taikang Asset Management (HK)
Hong Kong
$502M +$9.48M +2% 7.61% 120% 84 19.05%
CCP
2903
Cyrus Capital Partners
New York
$502M +$159M +46% 1.4% 174% 14 50%
APW
2904
Austin Private Wealth
Texas
$502M +$29.8M +6% 6.19% 62.3% 169 17.75%
PJSIMP
2905
P.J. Schmidt Investment Management (PJS)
Wisconsin
$501M -$7.93M -2% 11.5% 65.9% 180 8.33%
WSC
2906
Wellington Shields & Co
New York
$501M +$214M +75% 11.4% 75.6% 248 19.76%
ICVCFIA
2907
IDG China Venture Capital Fund IV Associates
Hong Kong
$500M -$274M -35% 34.8% 89.6% 4 0%
BC
2908
Bruce & Co
Illinois
$500M +$29.5M +6% 11.1% 65.7% 31 0%
EVM
2909
Evelyn V. Moreno
$500M +$75.2M +18% 9.85% 39.4% 61 8.2%
AFAS
2910
Acorn Financial Advisory Services
Virginia
$500M +$176M +55% 5.25% 96.9% 221 6.33%
TFCP
2911
Twin Focus Capital Partners
Massachusetts
$500M +$71.3M +17% 5.03% 92.5% 234 22.65%
MWP
2912
Meridian Wealth Partners
Pennsylvania
$499M +$37M +8% 6.23% 42.2% 84 11.9%
MWM
2913
Madison Wealth Management
Ohio
$499M +$41.7M +9% 9% 35.1% 155 7.1%
KBFS
2914
Kohmann Bosshard Financial Services
Ohio
$499M +$42.6M +9% 4.9% 42.8% 120 8.33%
AFG
2915
Arkansas Financial Group
Arkansas
$498M +$42.6M +9% 4.68% 39.1% 47 8.51%
SOAMC
2916
Spirit of America Management Corp
New York
$498M +$33.6M +7% 10.9% 110% 252 7.54%
WAG
2917
Winthrop Advisory Group
Massachusetts
$498M +$48.7M +11% 9.26% 70.4% 151 14.57%
MWM
2918
Marietta Wealth Management
Georgia
$498M +$39.9M +9% 8.71% 74.7% 119 8.4%
GGPE
2919
Golden Gate Private Equity
California
$498M -$67M -12% 9.22% 8.72% 6 0%
WA
2920
Wealth Alliance
New York
$497M +$52M +12% 8.69% 65.1% 465 11.83%
TCM
2921
Tang Capital Management
California
$497M +$15.6M +3% 5.91% 474% 31 41.94%
JM
2922
Jeneq Management
New York
$497M -$159M -24% 12.5% 21.7% 24 54.17%
CAC
2923
Core Alternative Capital
Georgia
$497M +$21.8M +5% 9.92% 57.5% 437 77.57%
MGI
2924
MayTech Global Investments
New York
$497M +$14M +3% 3.81% 158% 104 40.38%
NCM
2925
Noesis Capital Mangement
Florida
$496M -$15.7M -3% 9.19% 86.8% 141 14.89%