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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)
Bracebridge Capital LLC
2926
Bracebridge Capital LLC
Massachusetts
$552M -$258M -32% 11.3% 156% 45 17.78% 1.3
Conversant Capital
2927
Conversant Capital
New Jersey
$552M -$129M -19% 4.13% 228% 26 65.38% 0.5
High Probability Advisors
2928
High Probability Advisors
New York
$552M +$12.4M +2% 0.7% 52.6% 57 7.02% 2.4
FinTrust Capital Advisors
2929
FinTrust Capital Advisors
South Carolina
$551M +$32.1M +6% 2.25% 23.6% 1,443 15.94% 2.9
Oak Grove Capital
2930
Oak Grove Capital
New Hampshire
$550M +$54.7M +11% 12.2% 470% 66 30.3% 2.2
Wellington Shields Capital Management
2931
Wellington Shields Capital Management
New York
$549M +$18.9M +4% 3.46% 137% 321 9.66% 4.9
Aprio Wealth Management
2932
Aprio Wealth Management
Georgia
$549M +$38.7M +8% 0.79% 60.6% 277 18.77% 1.3
Trustees of Dartmouth College
2933
Trustees of Dartmouth College
New Hampshire
$549M +$44.2M +9% 2.54% 52.5% 5 20% 1.8
Affinity Wealth Management
2934
Affinity Wealth Management
Delaware
$548M +$8.27M +2% 1.39% 116% 107 11.21% 2.7
12th Street Asset Management Company
2935
12th Street Asset Management Company
Tennessee
$548M -$28.5M -5% 2.37% 106% 30 3.33% 3.2
Pacific Capital Wealth Advisors
2936
Pacific Capital Wealth Advisors
California
$548M +$123M +29% 1.65% 54.1% 681 43.91% 0.6
SF
2937
Symphony Financial
Texas
$548M +$118M +28% 4.62% 95.7% 222 19.37% 2.1
P.J. Schmidt Investment Management (PJS)
2938
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547M +$17.4M +3% 4.35% 65.9% 187 6.42% 4.9
XS
2939
XR Securities
Illinois
$547M -$2.64B -83% 2.53% 17% 361 40.44% 1.9
Mirova
2940
Mirova
France
$547M -$17.2M -3% 1.18% 64.6% 151 29.14% 2.4
First National Advisers
2941
First National Advisers
Nebraska
$547M +$100M +22% 4.19% 87.9% 213 7.04% 1.2
VHMC
2942
Value Holdings Management Company
New York
$547M -$18.3M -3% 0.2% 125% 31 12.9% 6.6
Quadratic Capital Management
2943
Quadratic Capital Management
Connecticut
$546M -$117M -18% 0.35% 0.6% 2 0% 3.1
Meteora Capital
2944
Meteora Capital
Florida
$546M -$41.5M -7% 3.09% 56.9% 327 37.31% 0.9
Dark Forest Capital Management
2945
Dark Forest Capital Management
Puerto Rico
$546M -$44.4M -8% 0.05% 63% 951 62.25% 0.4
Glen Eagle Advisors
2946
Glen Eagle Advisors
New Jersey
$546M +$19M +4% 3.51% 68.5% 1,221 15.64% 3.9
Liberty Wealth Management
2947
Liberty Wealth Management
California
$546M +$33.1M +6% 3.29% 64.2% 244 27.87% 2
Klaas Financial Asset Advisors
2948
Klaas Financial Asset Advisors
Illinois
$545M +$44.1M +9% 0.6% 39.5% 50 12% 2.4
Executive Wealth Management
2949
Executive Wealth Management
Michigan
$545M -$595M -52% 2.23% 18.4% 253 58.1% 2.2
HA
2950
Harbor Advisors
Florida
$545M +$971K +0.2% 1.92% 125% 187 10.7% 4.5