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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)
Noesis Capital Mangement
3251
Noesis Capital Mangement
Florida
$330M -$7.11M -2% 3.27% 139% 105 9.52% 4.7
QC
3252
Qalhat Capital
British Virgin Islands
$330M +$52.9M +19% 4.32% 90.3% 17 11.76% 0.5
Arena Capital Advisors
3253
Arena Capital Advisors
California
$329M -$66.5M -17% 0.71% 127% 288 12.85% 1.1
Spartan Fund Management
3254
Spartan Fund Management
Canada
$329M -$143M -30% 0.6% 25% 575 46.26% 0.3
Bellecapital
3255
Bellecapital
Switzerland
$329M -$50.8M -13% 4.29% 152% 212 18.4% 2.4
McRae Capital Management
3256
McRae Capital Management
New Jersey
$329M -$39.6M -11% 3.18% 78.2% 107 7.48% 5.1
Hamilton Point Investment Advisors
3257
Hamilton Point Investment Advisors
North Carolina
$329M -$14.8M -4% 4.22% 79.3% 78 8.97% 5.2
GA
3258
GRS Advisors
Illinois
$329M -$12M -4% 11.2% 54.3% 36 38.89% 1
Cornerstone Retirement Group
3259
Cornerstone Retirement Group
Nevada
$328M -$21M -6% 4.67% – 3 0% 1.2
American Money Management
3260
American Money Management
California
$328M -$15.6M -5% 4.21% 65% 137 5.84% 3.5
Institutional Venture Management XIV
3261
Institutional Venture Management XIV
California
$328M +$15.1M +5% 9.83% 18.1% 5 0% 1.9
Berkshire Bank
3262
Berkshire Bank
Massachusetts
$327M -$16.3M -5% 5.01% 76.2% 143 9.09% 1.6
Systelligence LLC
3263
Systelligence LLC
Minnesota
$327M -$17.6M -5% 5.85% 57.3% 44 31.82% 0.9
Perry Creek Capital
3264
Perry Creek Capital
New York
$327M -$108M -25% 10.8% 51.2% 20 10% 1.6
Waller Financial Planning Group
3265
Waller Financial Planning Group
Ohio
$327M -$14.8M -4% 6.01% 47.5% 60 20% 2.5
Haverford Financial Services
3266
Haverford Financial Services
Pennsylvania
$327M -$17M -5% 4.6% 57.9% 68 8.82% 4.1
Investors Research Corp
3267
Investors Research Corp
Georgia
$327M -$6.15M -2% 5.7% 62.1% 1,180 4.75% 2.7
TCPWM
3268
Traverso Chambers Private Wealth Management
California
$326M +$27.3M +9% 5.03% 16.4% 112 7.14% 3.1
Think Investments
3269
Think Investments
California
$326M -$17.1M -5% 1.82% 285% 27 40.74% 1.7
HL
3270
Hernani LP
Jersey
$326M -$59.2M -15% 6.85% 14% 7 42.86% 0.8
Enstar Group
3271
Enstar Group
Bermuda
$325M -$54.3M -14% 12.6% 29.5% 12 0% 2.1
Physician Wealth Advisors
3272
Physician Wealth Advisors
Utah
$325M -$19.9M -6% 6.19% 79.9% 153 7.19% 2.3
Old Second National Bank of Aurora
3273
Old Second National Bank of Aurora
Illinois
$325M -$33.1M -9% 3.97% 93.7% 366 4.92% 5.1
HoldCo Asset Management
3274
HoldCo Asset Management
Florida
$325M +$142M +77% 6.79% – 21 9.52% 1.4
Jackson Hole Capital Partners
3275
Jackson Hole Capital Partners
Oklahoma
$325M +$5.09M +2% 2.31% 71.4% 271 14.02% 2.4