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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)
Serengeti Asset Management
3026
Serengeti Asset Management
New York
$284M +$188M +196% 33.9% 14.9% 20 60% 1
Strategic Blueprint
3027
Strategic Blueprint
Georgia
$284M +$112M +66% 19.3% 82.1% 185 40.54% 0.6
Prestige Wealth Management Group
3028
Prestige Wealth Management Group
New Jersey
$284M +$46.5M +20% 11.7% 55.8% 1,007 14.3% 0.8
Gibson Capital
3029
Gibson Capital
Pennsylvania
$284M +$50.1M +21% 18% 67.2% 34 11.76% 4.8
Royal Fund Management
3030
Royal Fund Management
Florida
$284M +$38.2M +16% 18.9% 103% 654 77.68% 2.5
Ferris Capital
3031
Ferris Capital
Massachusetts
$283M +$56.4M +25% 24.3% 67% 169 18.93% 2
Winthrop Advisory Group
3032
Winthrop Advisory Group
Massachusetts
$283M +$33.1M +13% 19.4% 78.3% 97 13.4% 1.8
Human Investing
3033
Human Investing
Oregon
$283M +$52.3M +23% 16.6% 56.9% 372 30.11% 1.1
WESCAP Management Group
3034
WESCAP Management Group
California
$283M +$43.6M +18% 14.5% 45.7% 92 13.04% 2.5
PS
3035
Portfolio Strategies
New York
$283M +$109M +63% 38.4% 120% 48 29.17% 1.2
WIP
3036
Wellesley Investment Partners
Massachusetts
$283M +$31.2M +12% 11.4% 22.7% 110 13.64% 2.9
Intelligence Driven Advisers
3037
Intelligence Driven Advisers
California
$283M +$66.9M +31% 14.7% 65.6% 90 12.22% 1.1
EEP
3038
Edgehill Endowment Partners
Connecticut
$283M +$35.3M +14% 7.85% 11.6% 7 14.29% 1.5
Barry Investment Advisors
3039
Barry Investment Advisors
Massachusetts
$283M +$80.8M +40% 10.2% 66.7% 81 18.52% 2.3
Hourglass Capital
3040
Hourglass Capital
Texas
$282M +$46.8M +20% 20.5% 94.4% 124 10.48% 4.2
Cornerstone Management
3041
Cornerstone Management
Georgia
$282M +$65.2M +30% 10.7% 43.6% 48 25% 2.7
Kistler-Tiffany Companies
3042
Kistler-Tiffany Companies
Pennsylvania
$282M -$453K -0.2% 21.1% 52% 653 20.52% 3.9
Golden Gate Private Equity
3043
Golden Gate Private Equity
California
$282M +$66.2M +31% 32.5% 8.72% 25 12% 2.4
Hardy Reed
3044
Hardy Reed
Mississippi
$282M +$62.7M +29% 18.8% 69.7% 80 23.75% 1
Nations Financial Group
3045
Nations Financial Group
Iowa
$282M +$47.3M +20% 20.4% 105% 285 17.19% 2.1
Capital Advantage
3046
Capital Advantage
California
$282M +$25.5M +10% 15.8% 49.2% 95 10.53% 3.2
Bourgeon Capital Management
3047
Bourgeon Capital Management
Connecticut
$281M +$88.2M +46% 19.9% 121% 282 14.89% 1.3
PT
3048
Plimoth Trust
Massachusetts
$281M +$42.7M +18% 16.8% 110% 168 10.71% 2.2
Income Research & Management
3049
Income Research & Management
Massachusetts
$281M +$80.9M +40% 0.08% 1.19% 24 37.5% 2.2
MAM
3050
Morse Asset Management
Connecticut
$281M +$71.3M +34% 34.1% 222% 128 28.91% 1.9