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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)
Slow Capital
2926
Slow Capital
California
$323M +$40.6M +14% 11.2% 156% 199 19.1% 1.3
GM Advisory Group
2927
GM Advisory Group
New York
$323M +$1.46M +0.5% 3.01% 53.6% 125 34.4% 2.4
Fulcrum Capital
2928
Fulcrum Capital
Washington
$323M +$30.1M +10% 9.86% 102% 77 7.79% 1.3
SkyOak Wealth
2929
SkyOak Wealth
Michigan
$323M – – 9.87% 80.7% 310 – 0
Radnor Capital Management
2930
Radnor Capital Management
Pennsylvania
$323M +$17.6M +6% 6.92% 96.9% 191 9.42% 2.4
FNY Investment Advisers
2931
FNY Investment Advisers
New York
$323M -$4.37M -1% 22.4% 386% 1,291 65.92% 0.4
Beacon Pointe Advisors
2932
Beacon Pointe Advisors
California
$323M +$91.1M +39% 8.05% 76.7% 225 27.11% 0.7
Sand Grove Capital Management
2933
Sand Grove Capital Management
United Kingdom
$322M -$210M -39% 36.6% 410% 22 95.45% 0
M
2934
MRCap
New York
$322M +$13.5M +4% 18.8% – 18 66.67% 0.4
Hunter Associates Investment Management
2935
Hunter Associates Investment Management
Pennsylvania
$322M +$31.2M +11% 9.1% 81.7% 183 15.85% 4.2
Rowlandmiller & Partners
2936
Rowlandmiller & Partners
Georgia
$322M +$26.8M +9% 7.8% 84% 161 21.12% 3.4
PW
2937
Price Wealth
Texas
$321M +$14.9M +5% 8.06% 17.5% 490 60.61% 0.6
Glade Brook Capital Partners
2938
Glade Brook Capital Partners
Connecticut
$321M -$33.3M -9% 0.56% – 2 0% 0.6
Bruderman Asset Management
2939
Bruderman Asset Management
New York
$320M -$75.6M -19% 4.39% 31.7% 118 23.73% 2.7
Hartford Financial Management
2940
Hartford Financial Management
Connecticut
$320M +$20.3M +7% 8.53% 87.9% 365 9.04% 3.5
IAA
2941
Ironsides Asset Advisors
North Carolina
$320M +$19.7M +7% 7.15% 49.3% 100 12% 2.2
CL
2942
CIM LLC
New York
$319M +$29.1M +10% 9% 108% 111 14.41% 3.1
Clean Yield Group
2943
Clean Yield Group
Vermont
$319M +$15.8M +5% 6.63% 80.7% 372 14.52% 2.1
Tradewinds Capital Management
2944
Tradewinds Capital Management
Washington
$319M +$66.5M +26% 6.67% 96.9% 729 16.05% 3.4
WrapManager Inc
2945
WrapManager Inc
California
$318M +$15.1M +5% 5.95% 64.6% 292 14.38% 2.3
LWANC
2946
Laurel Wealth Advisors (North Carolina)
North Carolina
$318M +$25M +9% 7.11% 71.1% 560 6.79% 0.9
ECM
2947
Endurant Capital Management
California
$317M +$38.8M +14% 18.5% 18.4% 73 58.9% 0.5
Formidable Asset Management
2948
Formidable Asset Management
Ohio
$317M +$209M +194% 7.78% 52.2% 264 62.88% 0.3
Resonant Capital Advisors
2949
Resonant Capital Advisors
Wisconsin
$317M – – 6.63% 56.5% 202 – 0
Blue Edge Capital
2950
Blue Edge Capital
Virginia
$316M +$24.5M +8% 7.41% 67.4% 96 6.25% 3.3