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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)
Tradewinds Capital Management
3251
Tradewinds Capital Management
Washington
$203M -$57.5M -22% 13.3% 96.9% 723 18.12% 3.1
Raab & Moskowitz Asset Management
3252
Raab & Moskowitz Asset Management
New Jersey
$203M -$37.8M -16% 10.6% 75% 581 73.32% 3
Peak Financial Management
3253
Peak Financial Management
Massachusetts
$203M -$19.1M -9% 9.48% 58.2% 59 23.73% 1.6
FinTrust Capital Advisors
3254
FinTrust Capital Advisors
South Carolina
$203M – – 11.7% 23.6% 1,339 – 0
Lindbrook Capital
3255
Lindbrook Capital
California
$203M – – 13.3% 35.8% 1,483 – 0
FC
3256
Fore Capital
New York
$203M -$124M -38% 1.44% 25.4% 80 53.75% 0.3
Shine Investment Advisory Services
3257
Shine Investment Advisory Services
Colorado
$203M +$12.7M +7% 13.8% 29% 702 10.83% 1.3
Benedict Financial Advisors
3258
Benedict Financial Advisors
Georgia
$203M -$20.5M -9% 8.43% 72.4% 110 9.09% 3.3
SHA
3259
Shelter Harbor Advisors
Connecticut
$202M +$76.5M +61% 3.79% – 30 66.67% 0.2
Financial Planning & Information Services
3260
Financial Planning & Information Services
Wisconsin
$202M -$56.6M -22% 11.8% 13% 48 10.42% 3.4
Benin Management Corp
3261
Benin Management Corp
Connecticut
$202M -$47.3M -19% 13.7% 91.7% 98 10.2% 4.2
Versant Venture Management
3262
Versant Venture Management
California
$202M -$92M -31% 22.8% 409% 10 0% 2.3
Chesapeake Wealth Management
3263
Chesapeake Wealth Management
Virginia
$202M -$23M -10% 9.23% 65.9% 210 25.24% 0.6
Delphi Financial Group
3264
Delphi Financial Group
Delaware
$202M -$56.1M -22% 13.5% 66.3% 27 66.67% 1.2
Armbruster Capital Management
3265
Armbruster Capital Management
New York
$202M -$27.1M -12% 14.6% 66.7% 74 9.46% 2.8
Marathon Capital Management
3266
Marathon Capital Management
Maryland
$201M -$56.7M -22% 16% 74% 125 16.8% 2.2
Aurelius Capital Management
3267
Aurelius Capital Management
New York
$201M – – 16.3% – 4 – 0
Harbour Capital Advisors
3268
Harbour Capital Advisors
Virginia
$201M -$47M -19% 13.1% 168% 245 42.04% 1.9
LDFR
3269
Lehman & Derafelo Financial Resources
Pennsylvania
$201M – – 7.23% 37.5% 180 – 0
DAFNA Capital Management
3270
DAFNA Capital Management
California
$201M -$42.4M -17% 19.5% 313% 87 18.39% 1.7
D.B. Root & Company
3271
D.B. Root & Company
Pennsylvania
$201M -$26M -11% 10.1% 57.3% 222 20.72% 0.8
PL
3272
Polianta Ltd
Jersey
$201M +$1.8M +0.9% 12.2% 31.6% 106 73.58% 0.5
GenWealth Group
3273
GenWealth Group
New Jersey
$201M -$16.3M -8% 3.53% 73.9% 67 16.42% 1.3
Ashmore Group
3274
Ashmore Group
United Kingdom
$201M +$49.1M +32% 6.57% 103% 30 30% 1.1
Tekne Capital Management
3275
Tekne Capital Management
New York
$201M -$185M -48% 17% 516% 13 15.38% 1.6