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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)
Bellwether Advisors
3076
Bellwether Advisors
Nebraska
$585M +$107M +22% 19.2% 115% 617 19.61% 0.9
Tolleson Wealth Management
3077
Tolleson Wealth Management
Texas
$585M +$66.5M +13% 9.05% 56.2% 89 8.99% 3.9
Pasadena Private Wealth
3078
Pasadena Private Wealth
California
$585M +$65.9M +13% 8.55% 53% 217 19.35% 1.8
Albar Capital Partners
3079
Albar Capital Partners
United Kingdom
$585M +$365M +166% 20.9% – 34 67.65% 0.1
Hudson Edge Investment Partners
3080
Hudson Edge Investment Partners
New Jersey
$584M +$92.6M +19% 9.71% 68.6% 108 22.22% 4.9
Tobias Financial Advisors
3081
Tobias Financial Advisors
Florida
$584M +$69.4M +13% 7.02% 44.5% 127 14.17% 2.3
Ithaka Group
3082
Ithaka Group
Virginia
$584M +$93.4M +19% 28.3% 143% 40 10% 4.7
Topline Capital Management
3083
Topline Capital Management
California
$583M +$147M +34% 43.4% – 50 40% 0.3
M Holdings Securities
3084
M Holdings Securities
Oregon
$583M -$17.7M -3% 9.75% 83.9% 212 59.91% 1.7
North Point Portfolio Managers
3085
North Point Portfolio Managers
Ohio
$583M +$12.6M +2% 8.19% 72.8% 77 14.29% 4.7
Regatta Capital Group
3086
Regatta Capital Group
California
$582M +$66.1M +13% 9.17% 78.1% 218 17.89% 2.3
Hughes Financial Services
3087
Hughes Financial Services
Virginia
$582M +$70.9M +14% 8.72% – 1,265 34.47% 0.2
12th Street Asset Management Company
3088
12th Street Asset Management Company
Tennessee
$582M -$5.07M -0.9% 5.83% 106% 33 21.21% 3.3
Fort Baker Capital Management
3089
Fort Baker Capital Management
California
$582M +$97.4M +20% 4% 46.3% 85 78.82% 0.3
Convergence Financial
3090
Convergence Financial
Missouri
$582M +$72.5M +14% 9.5% 62.3% 186 13.98% 1.1
111 Capital
3091
111 Capital
France
$582M +$63.5M +12% 13.1% – 717 68.62% 0.2
Bell Investment Advisors
3092
Bell Investment Advisors
California
$582M +$40.4M +7% 5.22% 41% 2,001 10.94% 3
Affinity Capital Advisors
3093
Affinity Capital Advisors
California
$581M +$77M +15% 8.65% 72.7% 164 9.15% 3.3
Elk River Wealth Management
3094
Elk River Wealth Management
Colorado
$581M +$47M +9% 11.7% 81.8% 99 7.07% 3.3
GUB
3095
Golden Unicorn BVI
$581M +$113M +24% 29% – 3 0% 0.5
Anatole Investment Management
3096
Anatole Investment Management
Hong Kong
$581M +$218M +60% 73.1% 3,486% 26 84.62% 0.1
Alpha Capital Management
3097
Alpha Capital Management
Texas
$581M +$54.7M +10% 14.1% 88% 122 13.93% 4.6
2Xideas
3098
2Xideas
Switzerland
$581M -$77.3M -12% 8.51% 40.6% 63 12.7% 2.6
HCP
3099
Holt Capital Partners
Texas
$580M -$75M -11% 6.46% 69.5% 151 3.97% 7.5
Heritage Investment Group
3100
Heritage Investment Group
Florida
$580M +$48.2M +9% 6.84% 51.2% 112 3.57% 2.4