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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)
AdamCapital Gestao de Recursos
3201
AdamCapital Gestao de Recursos
Brazil
$426M -$28M -6% 7.86% 10.7% 20 30% 0.5
Matthew Goff Investment Advisor
3202
Matthew Goff Investment Advisor
Texas
$426M -$10.4M -2% 1.15% 89.6% 88 12.5% 3
Emerald Advisors
3203
Emerald Advisors
Washington
$426M +$11.1M +3% 0.29% 71.8% 98 9.18% 1.3
SF
3204
Symphony Financial
Texas
$426M +$65.2M +18% 3.78% 95.7% 219 32.42% 1.1
Macellum Advisors
3205
Macellum Advisors
New York
$425M +$57M +15% 22.6% – 6 0% 0.3
TF
3206
TimeScale Financial
Massachusetts
$425M -$22M -5% 5.03% 31.3% 579 7.6% 2.1
HUB Investment Partners
3207
HUB Investment Partners
Texas
$425M -$5.45M -1% 3.54% 95.7% 227 30.4% 1
Independent Solutions Wealth Management
3208
Independent Solutions Wealth Management
New York
$425M +$757K +0.2% 4.59% 125% 233 11.59% 1.6
JMAC Enterprises
3209
JMAC Enterprises
Pennsylvania
$425M +$229K +0.1% 3.82% 68.5% 180 7.78% 0.2
Ackerman Capital Advisors
3210
Ackerman Capital Advisors
Texas
$425M -$11M -3% 4.35% 46.4% 133 24.81% 1.5
Ellis Investment Partners
3211
Ellis Investment Partners
Pennsylvania
$424M -$11.5M -3% 2.33% 70.8% 868 11.41% 2.1
Hudson Way Capital Management
3212
Hudson Way Capital Management
Texas
$424M -$15.8M -4% 10.2% 51.3% 19 26.32% 1.9
Bright Rock Capital Management
3213
Bright Rock Capital Management
Massachusetts
$424M -$17M -4% 2.47% 53.1% 80 10% 4.3
SkyView Investment Advisors
3214
SkyView Investment Advisors
New Jersey
$423M -$21.4M -5% 1.75% 70.3% 689 32.66% 0.6
Fairmount Funds Management
3215
Fairmount Funds Management
Pennsylvania
$423M +$120M +39% 5.87% 2,136% 23 17.39% 1.3
NFP Retirement Inc
3216
NFP Retirement Inc
California
$422M +$143M +51% 4.08% 46.7% 229 37.99% 1
Sugarloaf Wealth Management
3217
Sugarloaf Wealth Management
Georgia
$422M +$423K +0.1% 3.75% 10.2% 791 8.6% 1.9
Prentice Capital Management
3218
Prentice Capital Management
Connecticut
$422M -$39.7M -9% 10.8% 128% 32 59.38% 0.6
Model Capital Management
3219
Model Capital Management
Massachusetts
$422M $0 0% 2.17% – 2 0% 0.8
Astor Investment Management
3220
Astor Investment Management
Illinois
$422M -$38.5M -8% 1.95% 23.3% 67 46.27% 1.1
HNP Capital
3221
HNP Capital
New York
$422M -$20.4M -5% 1.56% 52.4% 171 12.87% 1.9
OLP Capital Management
3222
OLP Capital Management
Hong Kong
$421M +$207M +97% 40.9% 146% 6 33.33% 0.8
NBW Capital
3223
NBW Capital
Massachusetts
$421M -$28.1M -6% 1.28% 86% 97 21.65% 3.6
Berkshire Bank
3224
Berkshire Bank
Massachusetts
$421M -$30.2M -7% 4.49% 76.2% 146 15.75% 1.2
MAA
3225
Mraz Amerine & Associates
California
$421M +$31.2M +8% 13.9% 63.2% 180 7.78% 4.5