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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)
TFO Wealth Partners
3076
TFO Wealth Partners
Ohio
$668M +$54.7M +9% 3.07% 63.6% 53 9.43% 1.3
Harbor Group
3077
Harbor Group
New Hampshire
$668M +$39.1M +6% 1.93% 43% 115 8.7% 2.5
Triasima Portfolio Management
3078
Triasima Portfolio Management
Quebec, Canada
$668M +$5.12M +0.8% 10.2% 224% 171 29.24% 1.1
Vista Equity Partners Management
3079
Vista Equity Partners Management
California
$667M -$522M -44% 17.1% 3.45% 4 50% 1.8
Maridea Wealth Management
3080
Maridea Wealth Management
New York
$666M +$22.7M +4% 1.51% – 473 26.22% 0.5
HA
3081
Harbor Advisors
Florida
$666M +$17.4M +3% 4% 125% 203 11.33% 4.9
Gabelli & Co Investment Advisers
3082
Gabelli & Co Investment Advisers
New York
$666M +$42.2M +7% 17.2% 248% 342 38.6% 1.4
Round Rock Advisors
3083
Round Rock Advisors
Connecticut
$665M +$33.6M +5% 3.57% 87.4% 371 23.99% 1.7
Allen Mooney & Barnes Investment Advisors
3084
Allen Mooney & Barnes Investment Advisors
Georgia
$665M +$22.7M +4% 3.52% 78.9% 167 8.98% 2.8
Foresight Group
3085
Foresight Group
United Kingdom
$664M -$5.52M -0.8% 1.73% – 62 12.9% 1.3
MATAURO
3086
MATAURO
New York
$664M +$34.9M +6% 2.77% – 183 33.33% 0.7
CCM
3087
Cohen Capital Management
California
$664M +$22.2M +3% 4.39% 91.5% 157 8.28% 6.9
KAS
3088
Kemnay Advisory Services
New York
$663M +$5.58M +0.8% 6.01% 167% 862 97.45% 0.1
Horst & Graben Wealth Management
3089
Horst & Graben Wealth Management
Oregon
$663M +$8.02M +1% 1.74% 62.2% 189 10.58% 3.1
Regatta Capital Group
3090
Regatta Capital Group
California
$662M +$29M +5% 2.98% 78.1% 227 12.78% 2.7
Crane Advisory
3091
Crane Advisory
California
$661M +$25.3M +4% 1.37% 38.2% 52 3.85% 2
Insight Advisors
3092
Insight Advisors
Pennsylvania
$661M +$6.17M +0.9% 2.28% 74% 306 13.07% 3.4
Adams Natural Resources Fund
3093
Adams Natural Resources Fund
Maryland
$659M +$213K +0% 1.53% 50.6% 58 10.34% 7
Laffer Tengler Investments
3094
Laffer Tengler Investments
Tennessee
$658M +$26.5M +4% 2.4% 96.5% 187 32.62% 2.1
Hamilton Point Investment Advisors
3095
Hamilton Point Investment Advisors
North Carolina
$658M +$17.2M +3% 2.54% 86.8% 198 22.22% 3.8
Primavera Capital Management
3096
Primavera Capital Management
Cayman Islands
$657M +$41.2M +7% 6.93% 1.21% 3 0% 4.5
Heritage Investment Group
3097
Heritage Investment Group
Florida
$657M +$32.5M +5% 2.07% 54.5% 130 15.38% 2.5
Oliver Luxxe Assets
3098
Oliver Luxxe Assets
New Jersey
$657M +$25.3M +4% 5.99% 137% 210 23.33% 3
DSG Capital Advisors
3099
DSG Capital Advisors
Minnesota
$656M +$29M +5% 5.93% – 134 19.4% 0.8
LJI Wealth Management
3100
LJI Wealth Management
Indiana
$656M +$83.5M +15% 2.21% 68.8% 203 15.27% 2