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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)
Peninsula Wealth
3026
Peninsula Wealth
California
$485M +$57.6M +13% 13.8% 30% 89 12.36% 2.2
Kapitalo Investimentos
3027
Kapitalo Investimentos
Brazil
$485M -$251M -34% 7.53% 66.5% 757 60.63% 0.3
TC
3028
Torno Capital
Massachusetts
$485M – – 8.83% – 222 – 0
PAX Financial Group
3029
PAX Financial Group
Texas
$484M +$45.9M +10% 9.53% 56% 254 31.89% 2.1
Thrive Capital Management (New York)
3030
Thrive Capital Management (New York)
New York
$484M +$93.8M +24% 27.1% 205% 6 16.67% 1.8
Rempart Asset Management
3031
Rempart Asset Management
Canada
$484M +$35.1M +8% 11.6% 70.5% 39 0% 2.6
Alpha Capital Management
3032
Alpha Capital Management
Texas
$484M +$56.7M +13% 11.7% 88% 117 10.26% 4
Chemung Canal Trust
3033
Chemung Canal Trust
New York
$484M +$48.2M +11% 11.2% 80.9% 122 6.56% 6.6
Squadra Investments
3034
Squadra Investments
Brazil
$484M +$178M +58% 19.7% 1.55% 4 50% 1.7
OEP Capital Advisors
3035
OEP Capital Advisors
New York
$484M -$46.1M -9% 8.28% 23.2% 2 0% 3
Nan Fung Trinity
3036
Nan Fung Trinity
Hong Kong
$483M -$72.5M -13% 9.29% 82.3% 31 25.81% 1.2
Occidental Asset Management
3037
Occidental Asset Management
California
$482M +$50.3M +12% 9.55% 82.5% 218 12.39% 3.5
Family Management
3038
Family Management
New York
$482M +$41.4M +9% 8.47% 69% 186 27.42% 2.6
Formidable Asset Management
3039
Formidable Asset Management
Ohio
$482M +$30.1M +7% 7.54% 52.2% 338 26.33% 2.7
First Trust Investment Solutions
3040
First Trust Investment Solutions
Florida
$481M – – 11% – 232 – 0
Glen Eagle Advisors
3041
Glen Eagle Advisors
New Jersey
$481M +$50.1M +12% 10.4% 68.5% 1,064 6.11% 3.9
Knollwood Investment Advisory
3042
Knollwood Investment Advisory
Maryland
$481M +$267M +125% 14.6% 160% 207 60.87% 0.4
Dimension Capital Management
3043
Dimension Capital Management
Florida
$481M +$52.6M +12% 8.24% 65.5% 115 23.48% 3.2
HeadInvest LLC
3044
HeadInvest LLC
Maine
$481M +$20.4M +4% 9.76% 59.1% 751 69.24% 5.3
ECM
3045
EagleClaw Capital Management
Massachusetts
$480M +$39.6M +9% 9.54% 104% 128 4.69% 6.2
Colonial Trust
3046
Colonial Trust
South Carolina
$480M +$75.4M +19% 10.1% 75.5% 1,022 12.72% 0.9
Moss Adams Wealth Advisors
3047
Moss Adams Wealth Advisors
Washington
$480M +$187M +64% 10.1% 79.6% 182 42.86% 0.7
HM
3048
HCEP Management
Hong Kong
$480M +$93.9M +24% 13.9% 182% 18 27.78% 0.8
Crestview Partners II
3049
Crestview Partners II
New York
$480M -$199M -29% 5.47% 157% 3 0% 5.2
Farmers Trust Company
3050
Farmers Trust Company
Ohio
$479M +$46.1M +11% 10.2% 73.5% 166 8.43% 6