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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)
Scarborough Advisors
3126
Scarborough Advisors
Maryland
$418M +$21.1M +5% 4.8% 63.3% 80 22.5% 0.8
FinTrust Capital Advisors
3127
FinTrust Capital Advisors
South Carolina
$418M +$5.11M +1% 3.28% 23.6% 1,207 2.4% 3
Meritech Capital Associates V
3128
Meritech Capital Associates V
California
$418M -$58.1M -12% 1.67% 133% 7 14.29% 2
Colonial Trust
3129
Colonial Trust
South Carolina
$417M +$24M +6% 7.35% 75.5% 983 13.12% 0.5
CT
3130
Chicago Trust
Illinois
$417M +$18.6M +5% 6.75% 85.9% 318 9.75% 3.8
Lawson Kroeker Investment Management
3131
Lawson Kroeker Investment Management
Nebraska
$417M -$28.9M -6% 4.32% 69.7% 91 16.48% 3.8
Tetrad Corporation
3132
Tetrad Corporation
Nebraska
$417M +$28.5M +7% 7.73% 45.6% 3 0% 10
McNamara Financial Services
3133
McNamara Financial Services
Massachusetts
$417M +$15M +4% 2.88% 42.6% 66 4.55% 4.1
Emerald Advisors
3134
Emerald Advisors
Washington
$416M +$28.5M +7% 8.01% 71.8% 81 4.94% 2.3
PWS
3135
Private Wealth Strategies
Ohio
$416M +$21.1M +5% 5.09% 18.8% 81 13.58% 2.4
Huber Capital Management
3136
Huber Capital Management
California
$416M +$12M +3% 4.03% 70.4% 88 7.95% 5.1
Kelman-Lazarov Inc
3137
Kelman-Lazarov Inc
Tennessee
$416M +$30.6M +8% 4.88% 46.6% 100 8% 4.1
Tolleson Wealth Management
3138
Tolleson Wealth Management
Texas
$415M +$27.9M +7% 5.26% 56.2% 83 15.66% 2.7
Squadra Investments
3139
Squadra Investments
Brazil
$414M +$56.6M +16% 34.6% 1.55% 7 57.14% 2
AWM Capital
3140
AWM Capital
Arizona
$414M +$58.9M +17% 3.57% 51.1% 77 12.99% 1.2
Bay Colony Advisors
3141
Bay Colony Advisors
Massachusetts
$414M +$35.3M +9% 6.32% 91.8% 368 14.4% 2.4
Leelyn Smith
3142
Leelyn Smith
Illinois
$414M +$23.2M +6% 6.1% 77.3% 121 14.88% 2.9
G2 Investment Partners Management
3143
G2 Investment Partners Management
New York
$414M +$57.1M +16% 27.9% 1,145% 124 58.06% 0.9
Bellecapital
3144
Bellecapital
Switzerland
$413M +$11.4M +3% 8.11% 152% 202 25.74% 3.1
Abacus Planning Group
3145
Abacus Planning Group
South Carolina
$413M +$25.3M +7% 6.09% 59.1% 206 8.74% 3.1
Meridian Wealth Advisors
3146
Meridian Wealth Advisors
Texas
$413M +$13.9M +3% 7.54% 79.9% 192 6.77% 3.2
Vise Technologies
3147
Vise Technologies
New York
$413M +$33.5M +9% 5.3% – 377 22.55% 0.9
Sentinel Pension Advisors
3148
Sentinel Pension Advisors
Massachusetts
$413M +$18.2M +5% 3.3% 46.5% 102 15.69% 2
Ursa Fund Management
3149
Ursa Fund Management
California
$413M +$143M +53% 6.41% 93.5% 24 45.83% 0.3
Engine Capital Management
3150
Engine Capital Management
New York
$413M +$73.6M +22% 7.62% 21.1% 44 27.27% 1.1