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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)
FRG Family Wealth Advisors
3101
FRG Family Wealth Advisors
Washington
$551M -$7.89M -1% 2.91% 76.4% 150 5.33% 6
FRM
3102
Fox Run Management
Connecticut
$551M +$101M +23% 1.23% 64% 1,228 70.6% 0.2
Hexagon Capital Partners
3103
Hexagon Capital Partners
Arkansas
$550M +$38.7M +8% 5.71% 104% 1,905 20.68% 2.2
Geometric Wealth Advisors
3104
Geometric Wealth Advisors
District of Columbia
$550M +$9.13M +2% 2.48% 62.1% 68 2.94% 1.6
United Capital Management of KS
3105
United Capital Management of KS
Kansas
$550M +$89.8M +20% 17.2% 272% 96 21.88% 2.7
Bell Asset Management
3106
Bell Asset Management
Australia
$549M +$3.24M +0.6% 1.89% 45.3% 71 19.72% 3.8
Capital Advantage
3107
Capital Advantage
California
$549M +$26.9M +5% 3.31% 49.2% 135 63.7% 1.7
Hazelview Securities
3108
Hazelview Securities
Ontario, Canada
$548M – – 4.69% – 27 – 2.1
Fountainhead AM
3109
Fountainhead AM
New Jersey
$548M +$71.4M +15% 1.79% 65.6% 177 20.9% 1.6
Lebenthal Global Advisors
3110
Lebenthal Global Advisors
New York
$548M +$55M +11% 0.35% 57.2% 214 26.17% 1.6
Beck Bode LLC
3111
Beck Bode LLC
Massachusetts
$547M +$16.1M +3% 5.81% 155% 129 36.43% 1.1
Pilgrim Global Advisors
3112
Pilgrim Global Advisors
Nevada
$547M -$106M -16% 16.1% – 5 20% 0.8
Blue Grotto Capital
3113
Blue Grotto Capital
Georgia
$547M +$8.75M +2% 13.5% 300% 32 37.5% 1
Columbia Asset Management
3114
Columbia Asset Management
Michigan
$547M -$26.6M -5% 0.63% 94.1% 289 45.33% 4.1
Strategic Global Advisors
3115
Strategic Global Advisors
California
$547M +$39.6M +8% 8.1% 137% 159 27.67% 2
Engine Capital Management
3116
Engine Capital Management
New York
$547M -$30.2M -5% 0.78% 21.1% 42 23.81% 1.4
Well Done LLC
3117
Well Done LLC
Michigan
$546M -$830K -0.2% 0.63% 80.4% 179 0.56% 4.4
Sky Investment Group
3118
Sky Investment Group
Connecticut
$546M -$10.6M -2% 0.72% 81.4% 143 7.69% 6.1
PWW
3119
Pettyjohn Wood & White
Virginia
$546M +$2.62M +0.5% 1.07% 70.9% 201 5.47% 6.5
Alpha Capital Management
3120
Alpha Capital Management
Texas
$546M +$13.5M +3% 3.97% 88% 118 7.63% 4.3
Amarillo National Bank
3121
Amarillo National Bank
Texas
$545M -$2.54M -0.5% 0.82% 63.5% 92 10.87% 6.3
Stablepoint Partners
3122
Stablepoint Partners
Massachusetts
$545M -$3.95M -0.7% 0.5% 92.8% 248 6.45% 0.9
Light Street Capital Management
3123
Light Street Capital Management
California
$545M +$122M +29% 17.8% 377% 33 42.42% 0.8
Waterfront Capital Partners
3124
Waterfront Capital Partners
New York
$545M -$183M -25% 0.29% 88.3% 49 65.31% 0.4
Alibaba Group
3125
Alibaba Group
Hong Kong
$544M +$62.9M +13% 2.54% 2.06% 4 0% 5.6