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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)
Y.D. More Investments
3051
Y.D. More Investments
Israel
$434M -$10.2M -2% 6.88% 305% 359 10.58% 0.5
Compound Global Advisors
3052
Compound Global Advisors
Washington
$433M +$40M +10% 8.09% – 45 42.22% 0.4
Faithward Advisors
3053
Faithward Advisors
Pennsylvania
$433M -$8M -2% 2.51% 119% 327 23.85% 1.6
GCMG
3054
Gyroscope Capital Management Group
Florida
$433M +$40.7M +10% 5.54% 24.8% 220 39.09% 1.7
JAT Capital Management
3055
JAT Capital Management
Connecticut
$433M +$97.6M +29% 25.2% 734% 50 68% 0.3
Summit Financial Wealth Advisors
3056
Summit Financial Wealth Advisors
Louisiana
$433M +$11M +3% 1.77% 71.4% 134 15.67% 4.4
Peak Asset Management
3057
Peak Asset Management
Colorado
$432M +$23.3M +6% 6.99% 70.1% 145 6.21% 5
EFG Asset Management (Americas)
3058
EFG Asset Management (Americas)
Florida
$432M +$13.9M +3% 9.35% 112% 148 16.22% 3.3
EFG Capital International
3059
EFG Capital International
Florida
$432M – – 9.35% – 138 – 0
Advanced Asset Management Advisors
3060
Advanced Asset Management Advisors
Ohio
$432M +$21.3M +5% 5.85% 93.6% 93 0% 3.9
NWF Advisory Services
3061
NWF Advisory Services
California
$432M +$585K +0.1% 5.85% 120% 285 0.35% 0.2
Greystone Financial Group
3062
Greystone Financial Group
Michigan
$431M +$34.8M +9% 3.58% 64.8% 116 27.59% 0.8
Insight Wealth Partners
3063
Insight Wealth Partners
Texas
$431M -$14.2M -3% 1.39% 63.2% 73 19.18% 1.9
MA Private Wealth
3064
MA Private Wealth
California
$431M +$19.8M +5% 4.14% 57.5% 69 5.8% 2.5
III
3065
Independent Investors Inc
New York
$431M +$28.4M +7% 11.4% 61.6% 69 4.35% 7.6
Benjamin Edwards Inc
3066
Benjamin Edwards Inc
Missouri
$431M +$20.8M +5% 5.5% 66.5% 735 11.43% 2.1
Sunflower Bank
3067
Sunflower Bank
Texas
$430M -$12.2M -3% 0.92% 42.7% 111 4.5% 2.6
EMG Holdings
3068
EMG Holdings
Connecticut
$429M -$527M -55% 17.2% 4.17% 94 50% 0.8
EWA
3069
ERTS Wealth Advisors
Michigan
$429M +$16.5M +4% 2.5% 39.3% 95 10.53% 2.9
MSD Capital
3070
MSD Capital
New York
$429M +$5.96M +1% 6.48% 11.5% 5 0% 4.4
Bright Rock Capital Management
3071
Bright Rock Capital Management
Massachusetts
$429M +$29M +7% 6.21% 53.1% 82 6.1% 4.5
Taikang Asset Management (HK)
3072
Taikang Asset Management (HK)
Hong Kong
$429M -$123M -22% 5.21% 172% 69 13.04% 3.2
Bourgeon Capital Management
3073
Bourgeon Capital Management
Connecticut
$429M +$8.73M +2% 3.81% 121% 360 17.22% 2.8
NBW Capital
3074
NBW Capital
Massachusetts
$429M +$17.1M +4% 6.85% 86% 117 14.53% 3.5
D'Orazio & Associates
3075
D'Orazio & Associates
Virginia
$429M +$42.8M +11% 8.42% 61.2% 167 29.94% 4