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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)
Roble Belko & Company
3076
Roble Belko & Company
Pennsylvania
$191M +$4.01M +2% 1.12% 53.3% 447 46.98% 0.9
TCI Wealth Advisors
3077
TCI Wealth Advisors
Arizona
$191M +$6.8M +4% 3.01% 65% 1,534 18.25% 1.8
SA
3078
Strategic Advisors
New York
$191M +$12.1M +7% 4.71% 106% 135 14.07% 2.1
AIP
3079
Ahrens Investment Partners
Louisiana
$191M – – 2.52% 82.3% 143 – 0
General Pension Society PZU Joint Stock
3080
General Pension Society PZU Joint Stock
Poland
$190M +$8.07M +4% 8.95% 116% 17 11.76% 2.7
LP
3081
LGL Partners
Pennsylvania
$190M -$1.02M -0.5% 1.71% 68.9% 102 10.78% 0.9
FRM
3082
Fox Run Management
Connecticut
$190M +$20.7M +12% 1.87% 64% 804 82.96% 0.1
CCC
3083
Chelsea Counsel Company
California
$190M -$5.16M -3% 1.31% 106% 89 5.62% 3
RiverPark Advisors
3084
RiverPark Advisors
New York
$190M -$270M -59% 2.37% 87.5% 58 6.9% 2.1
Soma Equity Partners
3085
Soma Equity Partners
California
$190M – – 0.29% 151% 13 – 0
Gerber Kawasaki Wealth & Investment Management
3086
Gerber Kawasaki Wealth & Investment Management
California
$190M +$17.2M +10% 5.48% 91.5% 108 20.37% 0.7
HCR Wealth Advisors
3087
HCR Wealth Advisors
California
$189M – – 2.3% 107% 154 – 0
Alpha Omega Wealth Management
3088
Alpha Omega Wealth Management
Virginia
$189M +$63.5M +51% 4.46% 65.9% 473 55.18% 0.4
AMCA
3089
Arthur M. Cohen & Associates
Illinois
$189M – – 3.43% 110% 96 – 1.8
Boyd Watterson Asset Management
3090
Boyd Watterson Asset Management
Ohio
$189M -$15.5M -8% 1.58% 101% 182 28.02% 2.6
ICRM
3091
Insight Capital Research & Management
California
$188M -$36.3M -16% 8.15% 287% 152 67.11% 0.4
ICP
3092
IBIS Capital Partners
United Kingdom
$188M -$81.3M -30% 1.23% 35.1% 19 47.37% 1.4
Walter & Keenan Wealth Management
3093
Walter & Keenan Wealth Management
Indiana
$188M +$6.82M +4% 3.12% 92% 149 11.41% 2.1
HT Partners
3094
HT Partners
Connecticut
$188M +$13.7M +8% 0.14% 71.1% 19 0% 1.9
Toscafund Asset Management
3095
Toscafund Asset Management
United Kingdom
$188M +$53.1M +39% 6.9% 80.9% 9 44.44% 1.3
Eos Management LP
3096
Eos Management LP
New York
$188M +$30.5M +19% 26.3% 152% 28 17.86% 3
FSI Group
3097
FSI Group
Ohio
$188M +$6.66M +4% 27.8% 44.1% 75 66.67% 0.7
Tang Capital Management
3098
Tang Capital Management
California
$188M -$53.6M -22% 20.6% 493% 7 0% 1.8
Circle Wealth Management
3099
Circle Wealth Management
New Jersey
$187M – – 6.78% 71.8% 67 – 0
Capital Planning Advisors
3100
Capital Planning Advisors
California
$187M -$28K -0% 1.15% 64.2% 104 13.46% 1.6