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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)
D.L. Carlson Investment Group
3126
D.L. Carlson Investment Group
New Hampshire
$520M -$40.7M -7% 0.41% 113% 155 17.42% 4.2
Aspen Grove Capital
3127
Aspen Grove Capital
Colorado
$520M +$48.5M +10% 1.79% 90% 241 19.5% 1.5
JC
3128
JBF Capital
Colorado
$520M -$64.8M -11% 6.2% 93.6% 83 30.12% 2.4
Intelligence Driven Advisers
3129
Intelligence Driven Advisers
California
$519M -$12.5M -2% 1.71% 65.6% 119 25.21% 2.2
IFG Advisors
3130
IFG Advisors
Missouri
$519M +$16.1M +3% 1.62% 78.7% 153 8.5% 3.3
Tufton Capital Management
3131
Tufton Capital Management
Maryland
$519M -$9.5M -2% 0.05% 96.1% 124 6.45% 7.9
Pasadena Private Wealth
3132
Pasadena Private Wealth
California
$519M +$31.2M +6% 2.41% 53% 209 36.36% 1.8
SA
3133
Strategic Advisors
New York
$519M -$34.7M -6% 4.13% 106% 206 13.59% 5
Tolleson Wealth Management
3134
Tolleson Wealth Management
Texas
$519M +$31M +6% 0.28% 56.2% 107 23.36% 3.7
111 Capital
3135
111 Capital
France
$518M +$41.8M +9% 1.65% – 649 72.42% 0.1
AssuredPartners Investment Advisors
3136
AssuredPartners Investment Advisors
Florida
$518M +$4.88M +1% 1.92% – 344 12.5% 0.2
Martin & Co
3137
Martin & Co
Tennessee
$518M +$114M +28% 0.06% 67.8% 104 2.88% 9.1
Vega Investment Solutions
3138
Vega Investment Solutions
France
$518M +$396M +326% 2.45% – 211 66.82% 0.1
YLHM
3139
Yelin Lapidot Holdings Management
Israel
$518M -$56.6M -10% 5.43% 144% 105 12.38% 1.2
FRG Family Wealth Advisors
3140
FRG Family Wealth Advisors
Washington
$518M -$33.2M -6% 4% 76.4% 148 4.73% 6.2
Morton Capital Management
3141
Morton Capital Management
California
$518M -$13M -2% 5.19% 75.4% 116 6.9% 2.2
Peterson Wealth Advisors
3142
Peterson Wealth Advisors
Utah
$518M -$37.4M -7% 1.81% 50.9% 96 20.83% 3.4
Asio Capital
3143
Asio Capital
Kentucky
$517M -$12M -2% 4.43% 98% 116 18.97% 2.6
Octagon Capital Advisors
3144
Octagon Capital Advisors
New York
$517M -$90.9M -15% 6.73% 2,969% 40 30% 0.9
FBT
3145
First Bank & Trust
South Dakota
$517M -$4.33M -0.8% 0.14% 85.6% 246 8.94% 3.9
Stieven Capital Advisors
3146
Stieven Capital Advisors
Missouri
$516M -$45.4M -8% 6.55% 117% 53 22.64% 3.7
Regatta Capital Group
3147
Regatta Capital Group
California
$516M +$473K +0.1% 2.9% 78.1% 195 8.72% 2.4
Fulcrum Asset Management
3148
Fulcrum Asset Management
United Kingdom
$516M +$495M +2,314% – – 207 54.11% 0
Gries Financial
3149
Gries Financial
Ohio
$516M -$47.1M -8% 2.04% 71.3% 315 24.76% 1.8
Blue Fin Capital
3150
Blue Fin Capital
Rhode Island
$516M -$27.1M -5% 4.5% 147% 140 3.57% 6.7