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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)
Beacon Capital Management LLC (Tennessee)
3226
Beacon Capital Management LLC (Tennessee)
Tennessee
$420M – – 3.08% 83% 970 – 0
OPPTF
3227
OPSEU Pension Plan Trust Fund
Ontario, Canada
$420M -$20M -5% 4.38% 13.4% 280 1.43% 1.7
G2 Investment Partners Management
3228
G2 Investment Partners Management
New York
$420M -$160M -28% 13.9% 1,145% 100 41% 1.1
Schnieders Capital Management
3229
Schnieders Capital Management
California
$420M -$7.57M -2% 2.95% 103% 218 14.68% 4.4
Cambridge Advisors
3230
Cambridge Advisors
Nebraska
$420M -$23.1M -5% 4.62% 58.6% 186 4.84% 4.5
Strategic Wealth Investment Group
3231
Strategic Wealth Investment Group
Kentucky
$419M +$34.7M +9% 4.82% – 114 22.81% 1.3
CVA Family Office
3232
CVA Family Office
Colorado
$418M +$16.2M +4% 3.44% 71.6% 1,020 16.27% 0.8
Bay Colony Advisors
3233
Bay Colony Advisors
Massachusetts
$418M +$68M +19% 0.71% 91.8% 414 25.12% 1.7
CFM Wealth Partners
3234
CFM Wealth Partners
Texas
$418M -$30.1M -7% 3.11% 152% 189 8.47% 1.7
GYL Financial Synergies
3235
GYL Financial Synergies
Connecticut
$418M +$47.3M +13% 4.66% 36% 232 22.41% 2
NM
3236
Newtyn Management
New York
$418M +$40.9M +11% 6.92% 52% 47 42.55% 1.2
Stonnington Group
3237
Stonnington Group
California
$418M -$46.5M -10% 0.4% – 277 27.8% 0.8
Diversified Portfolios Inc
3238
Diversified Portfolios Inc
Michigan
$417M +$1.38M +0.3% 4.41% 38.2% 149 19.46% 2.3
NG
3239
Northstar Group
New York
$416M -$3.01M -0.7% 0.4% 63.9% 154 1.95% 4.6
Noesis Capital Mangement
3240
Noesis Capital Mangement
Florida
$416M -$80.6M -16% 5.64% 139% 139 23.02% 4
Armbruster Capital Management
3241
Armbruster Capital Management
New York
$415M -$21.5M -5% 3.16% 66.7% 134 16.42% 3
Synergy Asset Management
3242
Synergy Asset Management
Washington
$415M -$5.03M -1% 0.15% 97.3% 139 54.68% 0.5
Unison Advisors
3243
Unison Advisors
District of Columbia
$415M +$749K +0.2% 0.98% 57.8% 204 24.51% 2.2
D'Orazio & Associates
3244
D'Orazio & Associates
Virginia
$415M -$18.4M -4% 2.9% 61.2% 116 20.69% 5.2
Hartford Financial Management
3245
Hartford Financial Management
Connecticut
$415M -$15.5M -4% 2.34% 87.9% 390 9.49% 4.4
Surevest
3246
Surevest
California
$414M -$7.68M -2% 3.19% 24.6% 579 9.84% 0.6
Welch Capital Partners
3247
Welch Capital Partners
New York
$414M -$40.5M -9% 5.38% 79.2% 48 27.08% 2.2
Great Point Partners
3248
Great Point Partners
Connecticut
$414M -$36.3M -8% 0.54% 710% 41 39.02% 0.4
Essex Woodlands Management
3249
Essex Woodlands Management
Texas
$414M -$31.1M -7% 8.99% 55% 10 10% 3.8
Sax Wealth Advisors
3250
Sax Wealth Advisors
New Jersey
$413M -$66.5M -14% 4.34% 64.3% 186 10.22% 1