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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)
AIS
2976
AlphaOne Investment Services
Pennsylvania
$242M -$95.2M -28% 19.8% 77.1% 234 20.09% 1.7
JGP Wealth Management
2977
JGP Wealth Management
Oregon
$242M -$8.15M -3% 9.86% 87.8% 126 14.29% 0.5
Stadium Capital Management
2978
Stadium Capital Management
Connecticut
$242M -$18.7M -7% 19.4% 10.9% 16 31.25% 1.7
Rikoon Group
2979
Rikoon Group
New Mexico
$241M -$41M -15% 11% 63.3% 213 10.8% 1.7
Tarbox Family Office
2980
Tarbox Family Office
California
$241M -$35M -13% 13.8% 66.4% 674 12.31% 3.6
TC
2981
Tavio Capital
New York
$241M -$15.6M -6% 15.9% 81.4% 20 35% 0.6
SCM
2982
Symons Capital Management
Pennsylvania
$241M -$60.4M -20% 8.79% 25.4% 93 41.94% 1.3
PI
2983
Pennant Investors
New Jersey
$241M -$27.3M -10% 22.7% 372% 19 26.32% 0.2
Hudock Inc
2984
Hudock Inc
Pennsylvania
$241M -$17.2M -7% 7.84% 69.7% 745 13.02% 3.2
Gould Asset Management
2985
Gould Asset Management
California
$241M -$10.1M -4% 8.97% 42.8% 155 25.81% 3.1
G2 Investment Partners Management
2986
G2 Investment Partners Management
New York
$240M -$34.2M -12% 16.7% 1,145% 91 53.85% 0.8
New Silk Road Investment
2987
New Silk Road Investment
Singapore
$240M -$26.6M -10% 13.4% 21.2% 13 30.77% 0.9
Traynor Capital Management
2988
Traynor Capital Management
Pennsylvania
$240M -$67.9M -22% 19% 225% 202 26.73% 2.4
Human Investing
2989
Human Investing
Oregon
$240M – – 10% 56.9% 420 – 0
Ramsay Stattman Vela & Price
2990
Ramsay Stattman Vela & Price
Colorado
$240M -$34.5M -13% 10.1% 81.8% 59 5.08% 4.7
Lyell Wealth Management
2991
Lyell Wealth Management
California
$240M -$57.5M -19% 13.8% 128% 124 16.13% 1.5
Forte Capital
2992
Forte Capital
New York
$239M -$38.7M -14% 12% 98.3% 91 8.79% 3.4
QCI
2993
Quaker Capital Investments
Pennsylvania
$239M -$70.3M -23% 17.5% 107% 25 12% 2.7
Arkansas Financial Group
2994
Arkansas Financial Group
Arkansas
$239M -$13.2M -5% 8.9% 41.4% 27 11.11% 3.5
TD Ameritrade Trust
2995
TD Ameritrade Trust
Colorado
$239M -$33.7M -12% 11.8% 21.7% 23 13.04% 3.3
Gateway Advisory
2996
Gateway Advisory
New Jersey
$239M -$142M -37% 4.03% 26% 82 41.46% 1.8
Family Management
2997
Family Management
New York
$239M +$67.5M +39% 11.3% 69% 139 58.99% 1.1
Invesco Private Capital
2998
Invesco Private Capital
New York
$239M -$31.3M -12% 19.1% 41.9% 10 60% 1.6
Alambic Investment Management
2999
Alambic Investment Management
California
$238M +$112M +88% 22.4% 47.6% 433 66.51% 0.6
Diker Management
3000
Diker Management
New York
$238M -$43.6M -16% 18.6% 210% 67 41.79% 1.8