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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)
Riggs Asset Management
3101
Riggs Asset Management
Pennsylvania
$200M -$1.29M -0.6% 9.46% 207% 305 19.02% 1.7
Heronetta Management
3102
Heronetta Management
New York
$200M +$6.59M +3% 2.54% 59.7% 34 0% 2.8
Boyd Watterson Asset Management
3103
Boyd Watterson Asset Management
Ohio
$199M +$10.8M +6% 4.01% 101% 151 7.95% 2.6
Gould Asset Management
3104
Gould Asset Management
California
$199M +$4.22M +2% 5.24% 42.8% 127 14.96% 2.3
B. Riley Financial
3105
B. Riley Financial
California
$199M +$49.3M +33% 9.3% 682% 169 24.85% 0.8
BFSG LLC
3106
BFSG LLC
California
$199M – – 4.77% 81.9% 101 – 0
Quattro Financial Advisors
3107
Quattro Financial Advisors
Texas
$199M – – 4.02% 77.6% 78 – 0
IMA Advisory Services
3108
IMA Advisory Services
Colorado
$199M +$36.4M +22% 5.86% 74.5% 150 34.67% 1.4
Hamilton Lane Advisors
3109
Hamilton Lane Advisors
Pennsylvania
$198M +$46.1M +30% 14.4% 167% 81 49.38% 0.9
SH
3110
Sandia Holdings
Connecticut
$198M +$13.5M +7% 10% – 28 35.71% 0.2
LP
3111
LGL Partners
Pennsylvania
$198M +$7.86M +4% 5.29% 68.9% 99 10.1% 1.1
General Pension Society PZU Joint Stock
3112
General Pension Society PZU Joint Stock
Poland
$198M +$7.6M +4% 4.44% 116% 15 0% 3
Cornerstone Advisory
3113
Cornerstone Advisory
Maryland
$198M +$64.8M +49% 5.59% 53.5% 125 29.6% 0.8
MEAG MUNICH ERGO AssetManagement
3114
MEAG MUNICH ERGO AssetManagement
Germany
$197M +$26.3M +15% 1.3% 18.2% 15 6.67% 1.1
Capstone Financial Advisors
3115
Capstone Financial Advisors
Illinois
$197M -$22M -10% 5.97% 54.5% 80 13.75% 2
Holderness Investments Company
3116
Holderness Investments Company
North Carolina
$197M +$84M +74% 5.75% 144% 203 41.87% 1.1
Brilliance Asset Management
3117
Brilliance Asset Management
Hong Kong
$197M +$43.9M +29% 26.6% 39.2% 8 25% 0.2
Intellectus Partners
3118
Intellectus Partners
California
$197M +$4.48M +2% 8.23% 157% 758 12.8% 0.2
FA
3119
FMA Advisory
Pennsylvania
$197M – – 4.09% 46.7% 139 – 0
Strategic Wealth Partners Group
3120
Strategic Wealth Partners Group
Illinois
$197M -$14.4M -7% 5.36% – 32 18.75% 0.6
Kemper
3121
Kemper
Illinois
$197M +$25.1M +15% 5.61% 28.6% 19 0% 2.5
EnTrustPermal Management
3122
EnTrustPermal Management
New York
$197M +$31.7M +19% 12.3% 19.3% 46 54.35% 0.9
HA
3123
Hamel Associates
New Jersey
$197M +$2.35M +1% 2.72% 50.6% 87 16.09% 2.5
LCM
3124
Lucha Capital Management
California
$196M +$53.1M +37% 10% 84.3% 30 56.67% 0.1
Rock Point Advisors
3125
Rock Point Advisors
Vermont
$196M +$1.98M +1% 6.06% 82.8% 83 12.05% 2.2