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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)
Octavia Wealth Advisors
3151
Octavia Wealth Advisors
Ohio
$463M +$72M +18% 7.05% 67.9% 197 10.66% 0.8
Jones Road Capital Management
3152
Jones Road Capital Management
New York
$463M +$160M +53% 4.45% 88.5% 82 31.71% 0.5
MPM Asset Management
3153
MPM Asset Management
Massachusetts
$463M +$31.3M +7% 2.98% 5.89% 10 10% 1.5
Founders Capital Management (Connecticut)
3154
Founders Capital Management (Connecticut)
Connecticut
$462M +$66.5M +17% 10.2% 99.9% 68 11.76% 4.4
ARMC
3155
American Research & Management Company
Massachusetts
$462M +$29.2M +7% 9.5% 35.1% 411 9% 4.4
Madison Avenue Partners
3156
Madison Avenue Partners
New York
$462M +$10.6M +2% 9% 284% 18 16.67% 0.8
Prentice Capital Management
3157
Prentice Capital Management
Connecticut
$462M +$66.2M +17% 1.79% 128% 28 42.86% 0.8
Fulcrum Capital
3158
Fulcrum Capital
Washington
$461M +$43.2M +10% 10.2% 102% 97 21.65% 2.2
HI
3159
Hyundai Investments
South Korea
$460M – – 3.59% 74.8% 1 – 0
Astor Investment Management
3160
Astor Investment Management
Illinois
$460M +$10.3M +2% 7.42% 23.3% 62 40.32% 1.4
Nan Fung Trinity
3161
Nan Fung Trinity
Hong Kong
$460M +$39.3M +9% 2.13% 81.5% 34 26.47% 1.1
Vest Financial
3162
Vest Financial
Virginia
$460M +$131M +40% 12% 68.4% 65 1.54% 1
Ferris Capital
3163
Ferris Capital
Massachusetts
$460M -$6.61M -1% 8.06% 67% 197 2.54% 0.5
Conversant Capital
3164
Conversant Capital
New Jersey
$460M – – 10.9% 228% 16 – 0
KLCM Advisors
3165
KLCM Advisors
Wisconsin
$459M -$6.36M -1% 3.25% 122% 130 17.69% 3.7
Carolinas Wealth Consulting
3166
Carolinas Wealth Consulting
North Carolina
$459M +$29.7M +7% 8.1% 24.6% 1,037 11.57% 1.2
RIM
3167
Regent Investment Management
Kentucky
$459M +$41.2M +10% 10.6% 44% 225 7.11% 4.8
Great Hill Partners
3168
Great Hill Partners
Massachusetts
$459M -$11.2M -2% 2.33% 24% 1 0% 0.5
Financial Partners Group (Kansas)
3169
Financial Partners Group (Kansas)
Kansas
$458M +$33.2M +8% 8.02% 76.7% 168 13.69% 1.7
American Investment Services
3170
American Investment Services
Massachusetts
$457M +$11M +2% 6.99% 63.1% 127 6.3% 4.3
ECM
3171
EagleClaw Capital Management
Massachusetts
$456M +$68.2M +18% 12.3% 109% 146 9.59% 4.5
Arbor Wealth Management (Florida)
3172
Arbor Wealth Management (Florida)
Florida
$456M +$31.7M +7% 7.77% 101% 65 27.69% 1.7
Hussman Strategic Advisors
3173
Hussman Strategic Advisors
Maryland
$456M +$2.09M +0.5% 4.2% 43.1% 362 24.59% 1.7
SCM
3174
Stonehill Capital Management
New York
$455M +$245M +116% 7.69% 117% 25 28% 0.8
Solus Alternative Asset Management
3175
Solus Alternative Asset Management
New Jersey
$455M +$20.4M +5% 1.39% 79.3% 12 8.33% 1.1