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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)
Heathbridge Capital Management
2976
Heathbridge Capital Management
Ontario, Canada
$293M -$79.8M -21% 19% 73.6% 30 10% 4.3
SG
2977
Swarthmore Group
Pennsylvania
$293M +$274M +1,454% 19.3% 44.2% 42 16.67% 1.9
QVR
2978
QVR
California
$293M +$28.9M +11% 19% – 39 79.49% 0.4
Marietta Wealth Management
2979
Marietta Wealth Management
Georgia
$293M +$36.1M +14% 18.8% 93% 112 8.04% 2.4
AGF Investments America
2980
AGF Investments America
Ontario, Canada
$293M +$52.7M +22% 26% 72.1% 77 3.9% 3
Schneider Downs Wealth Management Advisors
2981
Schneider Downs Wealth Management Advisors
Pennsylvania
$293M +$19.9M +7% 21.9% 61.5% 99 15.15% 1.6
L1 Capital
2982
L1 Capital
Australia
$293M – – 42.6% 127% 14 – 0
FPFS
2983
First Personal Financial Services
North Carolina
$293M +$33.8M +13% 15.8% 31.5% 312 7.37% 4
Alpha Capital Management
2984
Alpha Capital Management
Texas
$292M +$65.4M +29% 27.7% 88% 111 27.03% 2.6
OPPTF
2985
OPSEU Pension Plan Trust Fund
Ontario, Canada
$292M +$34M +13% 19.2% 13.4% 388 46.91% 0.2
FORA Capital
2986
FORA Capital
Florida
$292M -$171M -37% 39.1% 162% 1,495 76.92% 0.2
Founders Capital Management (Connecticut)
2987
Founders Capital Management (Connecticut)
Connecticut
$292M +$40.2M +16% 18% 99.9% 65 10.77% 3.3
Brandywine Trust
2988
Brandywine Trust
Delaware
$292M +$144M +97% 10.7% 32.7% 48 43.75% 4.4
Great Hill Partners
2989
Great Hill Partners
Massachusetts
$291M +$177M +155% 188% 24% 2 0% 0.4
Artemis Wealth Advisors
2990
Artemis Wealth Advisors
New York
$291M +$57.4M +25% 43% 174% 75 20% 1.6
Cyrus Capital Partners
2991
Cyrus Capital Partners
New York
$291M +$18.7M +7% 3.72% 163% 17 52.94% 1.7
First National Corp
2992
First National Corp
Massachusetts
$291M +$137M +89% 17.3% 56.3% 158 25.95% 1.1
FAG
2993
Financial Advisory Group
Texas
$291M -$15.5M -5% 19.4% 20.6% 72 15.28% 3.8
Sunbelt Securities
2994
Sunbelt Securities
Texas
$291M -$2.04B -88% 22.5% 83.5% 405 35.31% 2
Bain Capital Credit
2995
Bain Capital Credit
Massachusetts
$291M +$134M +85% 17.4% 14.4% 27 62.96% 0.5
Convergence Investment Partners
2996
Convergence Investment Partners
Florida
$291M +$62.3M +27% 21.2% 304% 267 44.19% 2
Sky Investment Group
2997
Sky Investment Group
Connecticut
$291M +$42.3M +17% 15.9% 81.4% 101 9.9% 4.3
Wooster Corthell Wealth Management
2998
Wooster Corthell Wealth Management
Connecticut
$291M +$42.5M +17% 15.1% 39.1% 47 6.38% 2.7
Ipswich Investment Management
2999
Ipswich Investment Management
Massachusetts
$290M +$36M +14% 18.8% 104% 174 14.94% 3.1
Financial Management Professionals
3000
Financial Management Professionals
Texas
$290M +$53.9M +23% 21% 67.3% 655 52.67% 1.7