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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)
Nexthera Capital
2951
Nexthera Capital
New York
$230M +$33.5M +17% 5.16% 161% 52 51.92% 0.3
Robinson Capital Management
2952
Robinson Capital Management
Michigan
$229M +$11.4M +5% 2.41% 7.8% 125 28.8% 0.9
Fullerton Fund Management
2953
Fullerton Fund Management
Singapore
$229M +$28.7M +14% 13.1% 412% 32 31.25% 0.7
BDO Wealth Advisors
2954
BDO Wealth Advisors
Florida
$229M – – 2.46% 38.3% 559 – 0
Hanlon Investment Management
2955
Hanlon Investment Management
New Jersey
$229M -$570M -71% 2.74% 80.6% 136 83.82% 1
FCA Corp
2956
FCA Corp
Texas
$229M +$16.4M +8% 2.67% 57.4% 153 12.42% 2.1
Cedar Capital
2957
Cedar Capital
Illinois
$228M -$11.4M -5% 0.53% 98% 121 27.27% 0.7
Keating Investment Counselors
2958
Keating Investment Counselors
Florida
$228M +$4M +2% 1.83% 50% 65 4.62% 3.1
Good Life Advisors
2959
Good Life Advisors
Pennsylvania
$228M +$19.2M +9% 1.47% 60% 216 12.96% 0.4
Renaissance Investment Group
2960
Renaissance Investment Group
Massachusetts
$228M +$2.46M +1% 3.93% 99.6% 80 1.25% 3.1
Thomas J. Herzfeld Advisors
2961
Thomas J. Herzfeld Advisors
Florida
$228M +$435K +0.2% 3.06% 17.7% 315 15.24% 2.2
CFSG
2962
Community Financial Services Group
Vermont
$228M +$4.91M +2% 2.09% – 63 17.46% 3.2
Southport Capital Management
2963
Southport Capital Management
Tennessee
$227M +$49.6M +28% 1.4% 80% 195 26.67% 2.4
ShearLink Capital
2964
ShearLink Capital
New York
$227M -$24.4M -10% 5.98% 49.1% 25 52% 0.5
KG Funds Management
2965
KG Funds Management
New York
$227M +$14.7M +7% 0.06% 45.8% 8 25% 1
Strid Group
2966
Strid Group
Pennsylvania
$227M – – 2.76% 50.4% 32 – 0.8
The Family Firm
2967
The Family Firm
Maryland
$227M +$16.8M +8% 1.51% 40.2% 122 17.21% 1.9
Quadrant Capital Group
2968
Quadrant Capital Group
Ohio
$226M -$1.36M -0.6% 2.6% 118% 2,289 8.78% 1.4
McKinley Carter Wealth Services
2969
McKinley Carter Wealth Services
West Virginia
$226M +$10.8M +5% 2.84% 63.2% 130 6.92% 2.5
Capital Planning Advisors
2970
Capital Planning Advisors
California
$226M +$23.4M +12% 3.06% 64.2% 152 26.97% 1.5
WC
2971
Whitnell & Co
Illinois
$226M +$2.7M +1% 1.54% 36.6% 260 10.38% 3.2
Circle Wealth Management
2972
Circle Wealth Management
New Jersey
$226M +$17.4M +8% 2.57% 71.8% 83 8.43% 0.4
RWC Asset Advisors
2973
RWC Asset Advisors
Florida
$226M +$74.3M +49% 9.58% 267% 17 17.65% 1.8
Dumont & Blake Investment Advisors
2974
Dumont & Blake Investment Advisors
New Jersey
$226M +$3.94M +2% 1.78% 78.3% 205 10.24% 2.6
Evermay Wealth Management
2975
Evermay Wealth Management
Virginia
$226M +$2.18M +1% 2.21% 56.2% 105 9.52% 2.1