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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)
Archon Capital Management
2951
Archon Capital Management
Washington
$245M -$9.9M -4% 14.3% 222% 31 29.03% 0.8
TA
2952
Tamarack Advisers
California
$245M -$105M -30% 21.1% 46.5% 33 45.45% 1.3
GCA
2953
Gideon Capital Advisors
New York
$245M +$32.7M +15% 12.8% 37.6% 565 78.41% 0.2
Altavista Wealth Management
2954
Altavista Wealth Management
North Carolina
$245M -$23.8M -9% 9.3% 80.6% 155 9.03% 3.3
Strid Group
2955
Strid Group
Pennsylvania
$245M -$37.7M -13% 15.4% 50.4% 36 47.22% 1.2
Elizabeth Park Capital Advisors
2956
Elizabeth Park Capital Advisors
Ohio
$245M -$115M -32% 17.4% 119% 40 25% 2
Moloney Securities Asset Management
2957
Moloney Securities Asset Management
Missouri
$244M -$43.9M -15% 11.1% 86% 334 21.26% 1.4
WA
2958
WealthTrust Axiom
Pennsylvania
$244M -$52M -18% 15.2% 125% 236 10.17% 3.9
Hardy Reed
2959
Hardy Reed
Mississippi
$244M – – 12.6% 69.7% 57 – 0
Wealthquest
2960
Wealthquest
Ohio
$244M – – 9.06% 52.1% 132 – 1.2
LLL
2961
Lynrock Lake LP
New York
$244M – – 4.13% 21.2% 21 – 0
Asset Dedication LLC
2962
Asset Dedication LLC
California
$244M -$22.5M -8% 10.5% 67.8% 684 21.2% 1.6
Institute for Wealth Management
2963
Institute for Wealth Management
Colorado
$244M -$52.7M -18% 15.4% 137% 361 68.7% 0.6
AMG
2964
Asset Management Group
Connecticut
$244M -$51.9M -18% 12.8% 57% 108 6.48% 4.6
Martel Wealth Advisors
2965
Martel Wealth Advisors
Washington
$243M -$19M -7% 8.09% 43.4% 42 16.67% 0.2
Meritech Capital Associates IV
2966
Meritech Capital Associates IV
California
$243M +$182M +299% 5.35% – 5 60% 0.4
HNA Capital Group
2967
HNA Capital Group
China
$243M -$96.2M -28% 13.9% – 1 0% 1
White Pine Capital
2968
White Pine Capital
Minnesota
$243M -$40.4M -14% 9.89% 143% 235 10.21% 3.6
Nexthera Capital
2969
Nexthera Capital
New York
$243M -$279M -54% 20.1% 161% 61 70.49% 0.6
Haverford Financial Services
2970
Haverford Financial Services
Pennsylvania
$242M -$39.5M -14% 13.9% 57.9% 81 24.69% 2.6
RMR Advisors
2971
RMR Advisors
Massachusetts
$242M -$25.4M -9% 7.77% 2.17% 126 6.35% 4
Heritage Trust
2972
Heritage Trust
Oklahoma
$242M -$36.4M -13% 11.8% – 475 10.95% 1.3
AIA Investment Management
2973
AIA Investment Management
Singapore
$242M -$227M -48% 17.1% 63.3% 13 23.08% 0.8
PH
2974
Pinnacle Holdings
Oklahoma
$242M -$47.5M -16% 13.7% 79.6% 216 13.43% 3.2
Mosaic Family Wealth
2975
Mosaic Family Wealth
Missouri
$242M -$2.32M -0.9% 13.8% 85.2% 676 6.36% 2.3