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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)
Howard Capital Management
3101
Howard Capital Management
Georgia
$290M +$53.1M +22% 11.1% 144% 44 27.27% 0.7
Cumberland Advisors
3102
Cumberland Advisors
Florida
$290M -$63.7M -18% 8.48% 73.5% 81 23.46% 1.5
Mass General Brigham
3103
Mass General Brigham
Massachusetts
$290M -$146M -34% 7.38% – 3 0% 0.5
Nations Financial Group
3104
Nations Financial Group
Iowa
$290M +$12M +4% 7.18% 105% 301 9.63% 1.7
Archford Capital Strategies
3105
Archford Capital Strategies
Illinois
$290M +$22M +8% 7.59% 87.4% 224 9.82% 2.9
Family Management
3106
Family Management
New York
$290M +$21.5M +8% 7.26% 69% 215 26.98% 1.4
Summit Wealth Partners
3107
Summit Wealth Partners
Florida
$289M – – 4.3% 44.9% 118 – 0
PGCM
3108
Prescott Group Capital Management
Oklahoma
$289M -$36.5M -11% 3.76% 148% 154 20.13% 2.5
Blue Pool Management
3109
Blue Pool Management
Hong Kong
$288M +$35.5M +14% 14.6% 72.8% 23 13.04% 1.1
BRCA
3110
Birch Run Capital Advisors
Texas
$288M -$42.8M -13% 6.9% 8.22% 21 19.05% 2.6
Shulman DeMeo Asset Management
3111
Shulman DeMeo Asset Management
New York
$288M -$9.9M -3% 7.66% 79.3% 146 20.55% 0.7
FCA Corp
3112
FCA Corp
Texas
$288M +$19.9M +7% 5.88% 57.4% 181 16.02% 3.3
SeaBridge Investment Advisors
3113
SeaBridge Investment Advisors
New Jersey
$288M -$4.68M -2% 6.96% 128% 269 8.55% 3.5
Martin Investment Management
3114
Martin Investment Management
Florida
$288M -$120M -29% 9.56% 44% 47 6.38% 3.3
Huber Financial Advisors
3115
Huber Financial Advisors
Illinois
$288M +$31.9M +12% 4.59% – 127 8.66% 1.5
SL
3116
SWF LLC
Nebraska
$288M +$106M +59% 8.72% 87.4% 2 0% 2
Lafayette Investments
3117
Lafayette Investments
Maryland
$288M +$11.1M +4% 7.46% 77.9% 87 4.6% 4
Hohimer Wealth Management
3118
Hohimer Wealth Management
Washington
$288M – – 9.4% 99.7% 223 – 0
Mirova
3119
Mirova
France
$287M -$524M -65% 5.65% 64.6% 193 42.49% 0.5
Lindbrook Capital
3120
Lindbrook Capital
California
$287M +$22.5M +8% 8.56% 35.8% 1,600 13.13% 0.8
Plante Moran Financial Advisors
3121
Plante Moran Financial Advisors
Michigan
$287M -$56.1M -16% 4.51% 62.8% 966 32.09% 3.3
SA
3122
Strategic Advisors
New York
$287M +$20.5M +8% 8.52% 106% 172 9.88% 3.2
MCL
3123
MIK Capital LP
New York
$287M – – 11.1% – 34 – 0
WCMN
3124
Westchester Capital Management (Nebraska)
Nebraska
$287M +$32M +13% 9.52% 121% 42 11.9% 4.3
Raffa Wealth Management
3125
Raffa Wealth Management
District of Columbia
$287M +$6.57M +2% 3.21% 35.8% 749 1.74% 0.3