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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)
First Pacific Financial
3251
First Pacific Financial
Washington
$493M +$63M +15% 1.92% 53.6% 554 32.85% 1.3
Personal CFO Solutions
3252
Personal CFO Solutions
New Jersey
$493M -$15.7M -3% 0.06% 98.9% 500 19% 2.4
Fortis Capital Advisors
3253
Fortis Capital Advisors
Kansas
$493M +$200M +68% 3.25% 127% 300 59.67% 0.7
MATAURO
3254
MATAURO
New York
$492M +$30.4M +7% 2.53% – 139 25.18% 0.2
Entrust Global Partners
3255
Entrust Global Partners
New York
$492M +$365M +288% 30.1% 82.3% 5 20% 2.2
Hudson Edge Investment Partners
3256
Hudson Edge Investment Partners
New Jersey
$492M -$50.5M -9% 0.23% 67.9% 192 50% 4.6
Burton Enright Welch
3257
Burton Enright Welch
California
$492M +$15.5M +3% 0.07% 66.6% 107 11.21% 2
Topsail Wealth Management
3258
Topsail Wealth Management
North Carolina
$492M +$23.5M +5% 1.25% – 232 15.95% 0.2
UNICOM Systems
3259
UNICOM Systems
Nevada
$491M +$79.7M +19% 20.4% – 27 29.63% 0.2
ARG
3260
Advisory Resource Group
Oklahoma
$491M +$19.8M +4% 0.01% 72% 167 8.38% 2.8
CRB
3261
Chad R. Baker
$491M -$19.9M -4% 2.39% 123% 52 7.69% 5.9
Brian C. Broderick
3262
Brian C. Broderick
$491M -$19M -4% 1.82% 98.6% 87 9.2% 6.4
MIC Capital Management (UK)
3263
MIC Capital Management (UK)
United Kingdom
$491M -$215M -31% 3% 67.2% 15 13.33% 1.9
Ithaka Group
3264
Ithaka Group
Virginia
$491M -$52.1M -10% 7.98% 143% 37 8.11% 4.8
Monaco Asset Management
3265
Monaco Asset Management
Monaco
$490M -$200M -29% 0.36% 120% 104 49.04% 0.9
Capital Group Investment Management
3266
Capital Group Investment Management
Singapore
$490M -$36.7M -7% 3.01% 145% 150 14% 1.8
Shah Capital Management
3267
Shah Capital Management
North Carolina
$490M -$6.34M -1% 6.52% 287% 18 16.67% 4
L2 Asset Management
3268
L2 Asset Management
Massachusetts
$490M +$29.5M +6% 2.66% 128% 290 19.66% 1.5
Jacobson & Schmitt Advisors
3269
Jacobson & Schmitt Advisors
Wisconsin
$489M -$28.2M -5% 4.53% 70.3% 82 53.66% 4.5
Silverarc Capital Management
3270
Silverarc Capital Management
Massachusetts
$489M +$31.8M +7% 1.98% 2,765% 85 47.06% 0.9
TS Financial Group (TSFG)
3271
TS Financial Group (TSFG)
Illinois
$489M +$1.99M +0.4% 1.27% 81% 877 12.66% 3.9
Wooster Corthell Wealth Management
3272
Wooster Corthell Wealth Management
Connecticut
$489M +$29.3M +6% 0.98% 39.1% 67 23.88% 4.5
Commonwealth Financial Services
3273
Commonwealth Financial Services
West Virginia
$488M -$22M -4% 1.88% 64.2% 212 15.09% 3.7
Paragon Capital Management (Colorado)
3274
Paragon Capital Management (Colorado)
Colorado
$488M -$13.1M -3% 3.2% 109% 204 11.76% 2.9
Groupe Bruxelles Lambert
3275
Groupe Bruxelles Lambert
Belgium
$488M +$109M +29% 28.6% – 1 0% 1.3