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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)
Altium Wealth Management
3201
Altium Wealth Management
New York
$219M – – 5.24% 24.9% 156 – 0
Mathes Company
3202
Mathes Company
New York
$219M +$6.22M +3% 8.74% 121% 149 7.38% 2.7
Omnia Family Wealth
3203
Omnia Family Wealth
Florida
$218M +$12.3M +6% 4.35% 80.6% 669 13% 0.9
Amtrust Financial Services
3204
Amtrust Financial Services
New York
$218M +$30.4M +16% 8.04% 61.9% 68 36.76% 0.5
All Terrain Financial Advisors
3205
All Terrain Financial Advisors
Minnesota
$218M – – 8.4% 71.1% 248 – 0
Formidable Asset Management
3206
Formidable Asset Management
Ohio
$217M -$19.6M -8% 6.5% 52.2% 232 59.05% 2.2
Shah Capital Management
3207
Shah Capital Management
North Carolina
$217M +$18.3M +9% 25.7% 287% 15 26.67% 2.2
McNamara Financial Services
3208
McNamara Financial Services
Massachusetts
$217M +$9.24M +4% 3.63% 42.6% 39 15.38% 1.4
Pinnacle Family Advisors
3209
Pinnacle Family Advisors
Missouri
$217M +$4.17M +2% 5.33% 85.8% 84 34.52% 0.6
Glenview State Bank Trust Department
3210
Glenview State Bank Trust Department
Illinois
$217M +$11.1M +5% 7.85% 76.6% 102 9.8% 3.1
Portland Hill Asset Management
3211
Portland Hill Asset Management
United Kingdom
$217M +$15.1M +8% 8.74% 30.2% 20 5% 0.9
Argus Investors Counsel
3212
Argus Investors Counsel
New York
$217M +$14.5M +7% 8.37% 132% 51 0% 4.3
Financial Sense Advisors
3213
Financial Sense Advisors
California
$216M +$21.8M +11% 7.15% 152% 100 40% 1
MGO One Seven
3214
MGO One Seven
Ohio
$216M – – 5.55% 90.7% 1,854 – 0
SC
3215
Saybrook Capital
North Carolina
$216M +$12.7M +6% 7.37% 67.1% 54 9.26% 3.4
MA
3216
Marshwinds Advisory
Georgia
$216M +$678K +0.3% 4.6% 32.9% 141 8.51% 3.8
Symmetry Partners
3217
Symmetry Partners
Connecticut
$216M +$19.7M +10% 2.42% 58.5% 31 0% 1
UAM
3218
UAS Asset Management
New York
$216M +$10.1M +5% 9.87% 98% 31 38.71% 1.8
ITIM
3219
Indiana Trust & Investment Management
Indiana
$216M +$7.95M +4% 2.87% 114% 139 8.63% 3.2
Kettle Hill Capital Management
3220
Kettle Hill Capital Management
New York
$215M +$127M +143% 7.04% 37.4% 53 67.92% 0.3
General Electric
3221
General Electric
Ohio
$215M -$65.3M -23% 17.3% 23.2% 8 37.5% 1.2
Night Owl Capital Management
3222
Night Owl Capital Management
Connecticut
$215M +$7.7M +4% 7.28% 162% 26 7.69% 2.3
Rock Point Advisors
3223
Rock Point Advisors
Vermont
$215M -$69K -0% 2.74% 82.8% 79 8.86% 2.8
Windsor Capital Management
3224
Windsor Capital Management
Arizona
$215M +$16.8M +8% 2.79% 49.1% 119 15.13% 3.1
Fort Point Capital Partners
3225
Fort Point Capital Partners
California
$215M +$5.8M +3% 5.78% 62.2% 171 39.77% 1.3