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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)
Perryman Financial Advisory
3076
Perryman Financial Advisory
Texas
$667M -$14.5M -2% 0.4% – 179 7.26% 0.2
Wellington Shields Capital Management
3077
Wellington Shields Capital Management
New York
$666M -$19.6M -3% 1.34% 157% 343 13.12% 5.3
Bain Capital Prairie
3078
Bain Capital Prairie
Massachusetts
$666M -$169M -20% 20.3% – 1 0% 0.3
Counterpoint Mutual Funds
3079
Counterpoint Mutual Funds
California
$666M -$684M -51% 0.28% 74.3% 530 80.57% 0.2
Northwest Wealth Management
3080
Northwest Wealth Management
Iowa
$665M +$29.8M +5% 1.03% 68.2% 280 20% 3.2
MainStreet Investment Advisors
3081
MainStreet Investment Advisors
Illinois
$665M -$31.1M -4% 0.34% 61% 170 13.53% 4.2
Covenant Asset Management
3082
Covenant Asset Management
New Jersey
$664M -$180M -21% 0.32% 177% 183 11.48% 4.2
Sawgrass Asset Management
3083
Sawgrass Asset Management
Florida
$664M -$136M -17% 3.86% 108% 210 19.05% 2.5
SC&H Financial Advisors
3084
SC&H Financial Advisors
Maryland
$663M +$16.9M +3% 0.49% 66.2% 161 4.97% 3.2
Gilman Hill Asset Management
3085
Gilman Hill Asset Management
Connecticut
$663M +$27.9M +4% 4.84% 54.2% 240 12.08% 4.9
Artemis Wealth Advisors
3086
Artemis Wealth Advisors
New York
$662M -$32.6M -5% 0.84% 180% 47 19.15% 2.3
Fulcrum Asset Management
3087
Fulcrum Asset Management
United Kingdom
$662M +$302M +84% 14.5% – 233 28.33% 0.6
Triasima Portfolio Management
3088
Triasima Portfolio Management
Quebec, Canada
$661M -$6.22M -0.9% 6.5% 224% 167 32.34% 1.2
Decheng Capital
3089
Decheng Capital
California
$661M -$82.1M -11% 28.9% – 19 26.32% 1.8
Optas LLC
3090
Optas LLC
Texas
$661M +$21.5M +3% 2.92% 118% 547 27.24% 1.9
Globeflex Capital
3091
Globeflex Capital
California
$661M +$7.54M +1% 8.08% 186% 466 31.12% 2
Heritage Investment Group
3092
Heritage Investment Group
Florida
$661M +$3.81M +0.6% 0.94% 54.5% 128 4.69% 2.8
Regatta Capital Group
3093
Regatta Capital Group
California
$661M -$1.34M -0.2% 2.54% 78.1% 225 10.67% 2.8
Freemont Management
3094
Freemont Management
Switzerland
$661M +$87.7M +15% 0.66% 102% 150 28.67% 1.6
Affinity Wealth Management
3095
Affinity Wealth Management
Delaware
$661M -$42.8M -6% 2.14% 116% 116 18.97% 3.2
Arosa Capital Management
3096
Arosa Capital Management
Florida
$660M -$135M -17% 37.7% 536% 113 66.37% 0.3
United Capital Management of KS
3097
United Capital Management of KS
Kansas
$660M -$53.5M -7% 2.17% 295% 130 32.31% 2.7
Chandler Asset Management
3098
Chandler Asset Management
California
$659M +$27.5M +4% 0.3% 35.6% 26 26.92% 5.7
Parker Investment Management
3099
Parker Investment Management
California
$659M -$46.7M -7% 2.77% 208% 51 33.33% 3.8
TS Financial Group (TSFG)
3100
TS Financial Group (TSFG)
Illinois
$659M -$10.3M -2% 2.41% 81% 897 8.14% 4.4