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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)
OpenView Management
2951
OpenView Management
Massachusetts
$519M – – 0.17% – 3 – 0
VM
2952
VPR Management
Texas
$519M +$6.08M +1% 1.4% 54.5% 28 0% 3.2
Destiny Wealth Partners
2953
Destiny Wealth Partners
Florida
$519M +$20.7M +4% 2.57% 70.4% 584 15.92% 0.4
Column Capital Advisors
2954
Column Capital Advisors
Indiana
$519M +$43.3M +9% 6.32% 20.4% 845 18.58% 1.5
Disciplina Capital Management
2955
Disciplina Capital Management
Tennessee
$518M +$62M +14% 3.71% 33% 65 36.92% 1.4
Blue Edge Capital
2956
Blue Edge Capital
Virginia
$518M +$38.8M +8% 7.16% 67.4% 104 8.65% 4.1
Summit Financial Strategies
2957
Summit Financial Strategies
Ohio
$518M -$5.35M -1% 6.3% 59.4% 134 17.91% 2
Cahill Financial Advisors
2958
Cahill Financial Advisors
Minnesota
$518M +$29.7M +6% 6.18% 55.9% 869 75.03% 3.6
New Legacy Group
2959
New Legacy Group
New York
$517M – – 2.9% – 32 – 0
SIA
2960
Strategic Investment Advisors
Michigan
$517M +$61.2M +13% 5.82% 66.1% 196 13.27% 1.6
NTCM
2961
Nut Tree Capital Management
New York
$517M +$46.7M +10% 5.03% 101% 12 33.33% 1.2
Summit Financial Wealth Advisors
2962
Summit Financial Wealth Advisors
Louisiana
$517M +$75.4M +17% 6.62% 71.4% 144 13.19% 3.3
ThornTree Capital Partners
2963
ThornTree Capital Partners
Massachusetts
$517M -$191M -27% 11.2% 217% 36 52.78% 1.3
Vector Capital Management
2964
Vector Capital Management
California
$517M -$336M -39% 26.2% 42.7% 7 14.29% 0.7
Hanlon Investment Management
2965
Hanlon Investment Management
New Jersey
$516M +$33.4M +7% 5.07% 80.6% 135 13.33% 1.3
Samsara BioCapital
2966
Samsara BioCapital
California
$515M -$122M -19% 13% 1,580% 51 5.88% 1.3
Corbenic Partners
2967
Corbenic Partners
Pennsylvania
$515M +$103M +25% 7.72% – 328 23.17% 2.2
Foundation Resource Management
2968
Foundation Resource Management
Arkansas
$514M +$70.9M +16% 10.7% 84.5% 52 5.77% 6.1
Octagon Capital Advisors
2969
Octagon Capital Advisors
New York
$514M +$108M +27% 5.84% 2,969% 36 38.89% 0.6
Geller Advisors
2970
Geller Advisors
New York
$513M +$54.8M +12% 10.1% 20.4% 178 12.36% 1.4
Philosophy Capital Management
2971
Philosophy Capital Management
California
$513M – – 0.79% 77.5% 34 – 0
Kistler-Tiffany Companies
2972
Kistler-Tiffany Companies
Pennsylvania
$512M +$70.2M +16% 9.64% 52% 780 8.97% 4
Pinnacle Wealth Planning Services
2973
Pinnacle Wealth Planning Services
Ohio
$512M +$59.5M +13% 7.28% 84.5% 455 22.42% 1.7
American National Bank & Trust
2974
American National Bank & Trust
Texas
$512M +$60.5M +13% 12.1% 102% 350 19.71% 2.4
J.P. Marvel Investment Advisors
2975
J.P. Marvel Investment Advisors
Massachusetts
$512M +$180M +54% 11.8% 195% 73 26.03% 4.5