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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)
AO
3126
Allen Operations
New York
$374M -$581K -0.2% 4.3% 218% 44 6.82% 3.5
Scarborough Advisors
3127
Scarborough Advisors
Maryland
$373M +$52.4M +16% 7.42% 63.3% 62 29.03% 0.7
RIM
3128
Regent Investment Management
Kentucky
$373M +$30.6M +9% 11.3% 44% 203 4.93% 5.9
Cambridge Advisors
3129
Cambridge Advisors
Nebraska
$373M +$23.6M +7% 7.91% 58.6% 186 9.14% 4.9
Endeavour Capital Advisors
3130
Endeavour Capital Advisors
Connecticut
$372M -$60.1M -14% 4.85% 105% 49 14.29% 2.9
Symmetry Investments
3131
Symmetry Investments
Jersey
$372M -$71.1M -16% 13.1% 148% 154 72.73% 0.4
Wealth Advisory Solutions
3132
Wealth Advisory Solutions
Indiana
$372M +$10.5M +3% 10.1% 60.5% 139 12.95% 1.7
Ackerman Capital Advisors
3133
Ackerman Capital Advisors
Texas
$372M +$20.5M +6% 6.44% 46.4% 120 28.33% 2
5AM Venture Management
3134
5AM Venture Management
California
$372M -$150M -29% 8.74% 546% 23 17.39% 1.5
Founders Capital Management (Connecticut)
3135
Founders Capital Management (Connecticut)
Connecticut
$372M +$15.3M +4% 6.42% 99.9% 72 8.33% 4.8
Liberty Mutual Group Asset Management
3136
Liberty Mutual Group Asset Management
Massachusetts
$372M +$38.9M +12% 0.6% 47.9% 129 13.95% 0.8
3LCM
3137
3D/L Capital Management
Connecticut
$372M +$34.9M +10% 9.76% 13.9% 113 17.7% 1.4
SOA Wealth Advisors
3138
SOA Wealth Advisors
New York
$372M +$39.4M +12% 7.53% 79.1% 1,033 7.84% 1.7
Tanager Wealth Management
3139
Tanager Wealth Management
United Kingdom
$371M +$245M +194% 5.09% 53.4% 81 45.68% 0.5
Crestview Partners III
3140
Crestview Partners III
New York
$371M -$32.2M -8% 5.05% 51.2% 3 66.67% 2.8
Security National Bank
3141
Security National Bank
Nebraska
$371M +$12.3M +3% 9.92% 125% 107 13.08% 3.1
AW
3142
Atlas Wealth
Ohio
$371M – – 7.22% 43.5% 128 – 0
Physician Wealth Advisors
3143
Physician Wealth Advisors
Utah
$371M +$45.2M +14% 8.09% 79.9% 159 13.84% 2.4
Providence Capital Advisors
3144
Providence Capital Advisors
North Carolina
$370M +$36.9M +11% 11.7% 47.4% 350 18.29% 2.7
WNY Asset Management
3145
WNY Asset Management
New York
$370M +$94.2M +34% 7.74% – 195 20% 1.3
Investors Research Corp
3146
Investors Research Corp
Georgia
$370M +$43.1M +13% 11% 62.1% 1,167 3.17% 2.9
Manchester Financial
3147
Manchester Financial
California
$370M +$22.1M +6% 3.82% 73% 105 15.24% 2.2
AlpInvest Partners
3148
AlpInvest Partners
Netherlands
$369M +$23.6M +7% 4.51% 138% 33 45.45% 0.8
Tolleson Wealth Management
3149
Tolleson Wealth Management
Texas
$369M +$37.4M +11% 9.74% 56.2% 78 12.82% 2.5
FPFS
3150
First Personal Financial Services
North Carolina
$369M +$25.1M +7% 10.4% 31.5% 446 14.13% 4.3