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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)
TownSquare Capital
3001
TownSquare Capital
Utah
$661M -$366M -36% 8.07% 96.9% 615 41.3% 4.9
Rollins Financial Advisors
3002
Rollins Financial Advisors
New York
$661M +$33.6M +5% 11.2% – 154 15.58% 1.3
Strategic Global Advisors
3003
Strategic Global Advisors
California
$660M +$46.4M +8% 10.6% 137% 173 41.04% 2.1
Maltese Capital Management
3004
Maltese Capital Management
New York
$660M -$52.4M -7% 6.44% 114% 140 23.57% 2.6
Octagon Capital Advisors
3005
Octagon Capital Advisors
New York
$660M +$204M +45% 234% 2,969% 34 32.35% 1.2
Adams Natural Resources Fund
3006
Adams Natural Resources Fund
Maryland
$659M +$28M +4% 5.96% 50.6% 56 5.36% 7
Wellington Shields Capital Management
3007
Wellington Shields Capital Management
New York
$659M +$67.9M +11% 17.4% 137% 348 11.21% 5.1
GCQ Funds Management
3008
GCQ Funds Management
Australia
$658M +$108M +20% 0.38% – 12 16.67% 0.6
Hudock Inc
3009
Hudock Inc
Pennsylvania
$658M +$36.3M +6% 7.27% 69.7% 206 14.56% 6
Tobias Financial Advisors
3010
Tobias Financial Advisors
Florida
$658M +$74M +13% 5.73% 44.5% 137 13.87% 2.3
Blue Bell Private Wealth Management
3011
Blue Bell Private Wealth Management
Pennsylvania
$658M +$59.5M +10% 7.93% 68.2% 769 9.88% 3.3
GCM Grosvenor Holdings
3012
GCM Grosvenor Holdings
Illinois
$658M -$39.4M -6% 12% 78.7% 22 13.64% 1.4
Trifecta Capital Advisors
3013
Trifecta Capital Advisors
Illinois
$658M +$56.9M +9% 9.47% 149% 498 16.47% 2.2
KAS
3014
Kemnay Advisory Services
New York
$658M +$28.8M +5% 10.6% 167% 26 26.92% 4.2
Brandywine Trust
3015
Brandywine Trust
Delaware
$657M +$2.78M +0.4% 6.46% 32.7% 35 5.71% 8
Radnor Capital Management
3016
Radnor Capital Management
Pennsylvania
$657M +$30.5M +5% 7.35% 96.9% 326 5.83% 2.3
Nextech Invest
3017
Nextech Invest
Switzerland
$657M +$129M +24% 29.7% 982% 16 6.25% 2.3
Cannell Capital
3018
Cannell Capital
Wyoming
$656M +$322M +96% 24.8% 127% 68 29.41% 1.7
OTL
3019
Oak Thistle LLC
New York
$656M -$23M -3% 6.58% 58.3% 660 65% 0.3
Sierra Summit Advisors
3020
Sierra Summit Advisors
Nevada
$656M +$94.3M +17% 19.7% 302% 221 39.82% 0.9
White Lighthouse Investment Management
3021
White Lighthouse Investment Management
Massachusetts
$656M +$41.2M +7% 6.59% 62% 142 4.93% 5
Trustees of Columbia University in the City of New York
3022
Trustees of Columbia University in the City of New York
New York
$655M -$35.6M -5% 8.08% – 10 30% 2.6
Enclave Advisors
3023
Enclave Advisors
Texas
$655M +$35.7M +6% 6.49% – 128 14.84% 0.9
Horst & Graben Wealth Management
3024
Horst & Graben Wealth Management
Oregon
$655M +$50.7M +8% 7.3% 55.1% 183 7.65% 2.9
Insight Advisors
3025
Insight Advisors
Pennsylvania
$655M +$30.8M +5% 6.29% 74% 302 8.61% 3.2