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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)
Wellington Shields Capital Management
2951
Wellington Shields Capital Management
New York
$575M +$26M +5% 6.77% 137% 327 10.4% 4.9
Faithward Advisors
2952
Faithward Advisors
Pennsylvania
$575M +$21.7M +4% 6.41% 119% 290 16.55% 1.7
Goldstone Financial Group
2953
Goldstone Financial Group
Illinois
$575M +$76.2M +15% 5.84% 54.9% 204 17.65% 1
Paradice Investment Management
2954
Paradice Investment Management
Colorado
$575M +$9.05M +2% 11% 72.2% 29 17.24% 4.3
NG
2955
Northstar Group
New York
$574M +$45.1M +9% 7.38% 63.9% 161 11.18% 5.7
Columbia Asset Management
2956
Columbia Asset Management
Michigan
$574M +$37.4M +7% 9.02% 94.1% 180 6.11% 6.2
Essex Investment Management
2957
Essex Investment Management
Massachusetts
$574M +$39M +7% 15.9% 370% 332 18.07% 3.6
AC
2958
AMS Capital
Brazil
$574M +$95.5M +20% 4.82% 63.1% 20 20% 1.2
WPI
2959
Walter Public Investments
Canada
$573M +$50.7M +10% 6.1% 72.7% 44 9.09% 1.7
Brasada Capital Management
2960
Brasada Capital Management
Texas
$573M -$430K -0.1% 6.77% 76.5% 155 24.52% 2.4
Sora Investors
2961
Sora Investors
Pennsylvania
$573M +$30.2M +6% 8.01% 179% 80 62.5% 0.4
Baron Silver Stevens Financial Advisors
2962
Baron Silver Stevens Financial Advisors
Florida
$573M +$45.3M +9% 6.09% 52.1% 122 13.11% 2
GC Wealth Management RIA
2963
GC Wealth Management RIA
Massachusetts
$573M +$66.1M +13% 6.45% – 308 16.88% 0.6
CFM Wealth Partners
2964
CFM Wealth Partners
Texas
$573M +$28.2M +5% 5.22% 152% 151 8.61% 3.4
Peninsula Wealth
2965
Peninsula Wealth
California
$572M +$37.5M +7% 5.26% 30% 104 14.42% 2.2
Mitchell Capital Management
2966
Mitchell Capital Management
Kansas
$572M +$4.3M +0.8% 4.39% 234% 126 23.02% 3.7
Cannon Financial Strategists
2967
Cannon Financial Strategists
Georgia
$572M +$47.6M +9% 6.37% 56.7% 101 11.88% 3
Great Mountain Partners
2968
Great Mountain Partners
Connecticut
$572M -$254M -31% 6.76% 95.3% 2 0% 3.3
VHMC
2969
Value Holdings Management Company
New York
$572M +$24.9M +5% 6.55% 125% 32 6.25% 6.4
Capital Insight Partners
2970
Capital Insight Partners
Arizona
$571M +$41.4M +8% 5.52% 51.7% 163 7.36% 3.5
GR Financial Group
2971
GR Financial Group
Arizona
$571M +$118M +26% 5.45% 75.4% 19 26.32% 1.1
AMG
2972
Asset Management Group
Connecticut
$571M +$34.2M +6% 6.69% 57% 137 5.11% 7.6
Destiny Wealth Partners
2973
Destiny Wealth Partners
Florida
$570M +$13.8M +2% 4.39% 63.7% 165 8.48% 2.4
Alpine Woods Capital Investors
2974
Alpine Woods Capital Investors
New York
$570M -$78.3M -12% 7.43% 105% 189 18.52% 4.6
Cigna Investments
2975
Cigna Investments
Connecticut
$568M +$27.5M +5% 7.09% 154% 477 8.81% 5.6