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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)
SC
3001
Serenity Capital
California
$266M -$188M -41% 25.1% – 7 42.86% 0.6
AIP
3002
Ahrens Investment Partners
Louisiana
$266M +$27.2M +11% 5.19% 82.3% 185 14.59% 1.3
Asset Dedication LLC
3003
Asset Dedication LLC
California
$266M -$26.7M -9% 5.01% 67.8% 842 32.3% 1.4
MHP
3004
Manatuck Hill Partners
Connecticut
$266M +$16.6M +7% 17% 556% 119 45.38% 1.4
YRHAM
3005
Yong Rong (HK) Asset Management
Hong Kong
$266M +$50.5M +23% 6.79% 2,310% 31 64.52% 0.3
Henry James International Management
3006
Henry James International Management
New York
$265M – – 1.85% 125% 236 – 0
MJP
3007
Michael J. Puzo
$265M +$28.9M +12% 9.69% 90.3% 83 7.23% 3.8
Fieldpoint Private Securities
3008
Fieldpoint Private Securities
Connecticut
$264M +$3.27M +1% 4.63% 47.2% 421 11.4% 1
BlueSky Wealth Advisors
3009
BlueSky Wealth Advisors
North Carolina
$264M +$2.19M +0.8% 1.38% 42.9% 55 3.64% 1.7
SCM
3010
Stonehill Capital Management
New York
$264M +$8.35M +3% 6.57% 117% 21 57.14% 0.6
Court Place Advisors
3011
Court Place Advisors
Maryland
$264M +$22.4M +9% 9.66% 92% 181 6.08% 3.3
AWW
3012
Alan W. Weber
$263M +$18.3M +7% 3.26% 191% 76 7.89% 2.5
EGA
3013
E&G Advisors
Texas
$263M +$23.9M +10% 5.52% 97.7% 215 15.35% 1.9
Cadence Bank NA
3014
Cadence Bank NA
Texas
$263M +$18.3M +7% 7.25% 33.3% 181 14.36% 2.6
Martel Wealth Advisors
3015
Martel Wealth Advisors
Washington
$263M – – 3.01% 43.4% 37 – 0
BSW Wealth Partners
3016
BSW Wealth Partners
Colorado
$263M +$31.2M +14% 3.18% 75.4% 141 34.04% 1.9
Coastal Bridge Advisors
3017
Coastal Bridge Advisors
Connecticut
$262M +$13.9M +6% 2.93% 88.1% 143 13.29% 1.6
Patten Group
3018
Patten Group
Tennessee
$262M +$12.6M +5% 6.72% 88.1% 740 16.35% 2.2
Sky Investment Group
3019
Sky Investment Group
Connecticut
$262M +$14.4M +6% 5.71% 68% 102 5.88% 3.4
Adelphi Capital
3020
Adelphi Capital
United Kingdom
$262M -$4.56M -2% 14.9% – 3 33.33% 2.1
SM
3021
Salzhauer Michael
$262M -$9.9M -4% 1.13% 107% 178 8.99% 2.9
FCA Corp
3022
FCA Corp
Texas
$262M +$11.1M +4% 3.27% 57.4% 169 12.43% 2.7
Monetary Management Group
3023
Monetary Management Group
Missouri
$262M +$16.7M +7% 9.09% 138% 324 8.95% 3.6
Tradewinds Capital Management
3024
Tradewinds Capital Management
Washington
$261M +$22.2M +9% 7.4% 96.9% 726 13.91% 3
Strategic Point Investment Advisors
3025
Strategic Point Investment Advisors
Rhode Island
$261M +$5.78M +2% 5.97% 51.9% 18 0% 2.7