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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)
Periscope Capital
3101
Periscope Capital
Ontario, Canada
$629M +$175M +38% 2.25% 28.8% 330 42.42% 0.6
Allied Investment Advisors
3102
Allied Investment Advisors
Montana
$628M +$56.4M +10% 6.81% 68.4% 100 16% 3.8
LFC
3103
LCC Family Corp
$628M -$185M -23% 22.8% – 1 0% 0.3
Virtue Capital Management
3104
Virtue Capital Management
Tennessee
$628M +$84.3M +16% 7.75% 97.9% 327 29.36% 2.1
DSG Capital Advisors
3105
DSG Capital Advisors
Minnesota
$628M +$65M +12% 10.3% – 133 15.04% 0.6
WAM
3106
Warberg Asset Management
Illinois
$627M -$16.3M -3% 10.5% 65.3% 243 48.56% 0.8
Principal Street Partners
3107
Principal Street Partners
Tennessee
$627M -$393M -39% 8.4% 91% 387 32.82% 2.8
Integrity Advisory Solutions
3108
Integrity Advisory Solutions
Texas
$626M – – 5.55% – 246 – 0
Mach-1 Financial Group
3109
Mach-1 Financial Group
Arkansas
$626M +$284M +83% 5.55% 83.4% 418 89.47% 0.3
SFE Investment Counsel
3110
SFE Investment Counsel
California
$626M +$58.4M +10% 10.4% 114% 152 10.53% 5
Westside Investment Management
3111
Westside Investment Management
California
$626M +$86.7M +16% 10.8% 114% 1,438 14.39% 3.3
Sentinel Pension Advisors
3112
Sentinel Pension Advisors
Massachusetts
$625M +$31.4M +5% 6.18% 46.5% 127 7.09% 2.9
Crawford Fund Management
3113
Crawford Fund Management
Massachusetts
$625M +$88.3M +16% 6.81% – 215 20.93% 1
Heritage Investment Group
3114
Heritage Investment Group
Florida
$625M +$44.4M +8% 6.31% 51.2% 115 6.09% 2.6
Cornerstone Planning Group
3115
Cornerstone Planning Group
New Jersey
$624M +$134M +27% 6.96% 60% 1,781 19.03% 1.4
Elk River Wealth Management
3116
Elk River Wealth Management
Colorado
$624M +$42.7M +7% 8.15% 81.8% 102 4.9% 3.4
VHMC
3117
Value Holdings Management Company
New York
$624M +$57.6M +10% 13.2% 125% 33 6.06% 7
Gabelli & Co Investment Advisers
3118
Gabelli & Co Investment Advisers
New York
$624M -$27.5M -4% 12.9% 248% 347 44.96% 1.4
Soundwatch Capital
3119
Soundwatch Capital
Connecticut
$624M +$35.2M +6% 8.19% 68.6% 152 77.63% 1.4
Towercrest Capital Management
3120
Towercrest Capital Management
Pennsylvania
$623M +$63.2M +11% 5.26% 42.6% 99 10.1% 5.7
HCP
3121
Holt Capital Partners
Texas
$623M +$42.6M +7% 6.99% 69.5% 148 2.7% 7.7
Affinity Partners
3122
Affinity Partners
Florida
$623M -$81M -12% 11.5% – 1 0% 0.8
SA
3123
Strategic Advisors
New York
$623M +$114M +22% 8.44% 106% 190 10% 4.9
Nicolet Bankshares
3124
Nicolet Bankshares
Wisconsin
$622M +$43.5M +8% 7.65% 75.5% 224 10.27% 5.7
Mitchell McLeod Pugh & Williams
3125
Mitchell McLeod Pugh & Williams
Alabama
$622M +$85M +16% 9.02% 90.7% 295 12.54% 6.1