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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)
Jackson Hole Capital Partners
3301
Jackson Hole Capital Partners
Oklahoma
$443M +$50.3M +13% 7.06% 71.4% 289 10.03% 3.3
SFS
3302
Security Financial Services
Indiana
$443M +$35.4M +9% 7.14% 67.7% 197 22.34% 1.3
Technology Crossover Management XI
3303
Technology Crossover Management XI
California
$443M +$136M +44% 44.6% 135% 2 0% 0.8
IDG China Venture Capital Fund IV Associates
3304
IDG China Venture Capital Fund IV Associates
Hong Kong
$443M -$252M -36% 20.6% 59.2% 4 0% 3.1
JWCA
3305
J.W. Coons Advisors
Ohio
$442M +$72.8M +20% 9.71% 61.2% 257 13.62% 2.9
Longfellow Investment Management
3306
Longfellow Investment Management
Massachusetts
$442M +$37M +9% 9.31% 45.9% 299 20.07% 1.8
MTC
3307
Matrix Trust Company
Colorado
$442M +$14.7M +3% 5.64% 51.4% 92 33.7% 1.6
Twele Capital Management
3308
Twele Capital Management
Minnesota
$442M -$181M -29% 4.35% 37.1% 43 16.28% 8.3
ORIX Corp
3309
ORIX Corp
Japan
$442M -$64.1M -13% 12.7% 11.7% 1 0% 6.3
Boston Standard Wealth Management
3310
Boston Standard Wealth Management
Massachusetts
$442M +$62.8M +17% 5.01% 47.1% 47 10.64% 4.7
TFG Asset Management
3311
TFG Asset Management
Cayman Islands
$441M +$26.2M +6% 2.11% 72.1% 35 20% 1.6
SevenBridge Financial Group
3312
SevenBridge Financial Group
Pennsylvania
$441M +$18.1M +4% 9.73% 93.2% 210 13.81% 4.2
Tobias Financial Advisors
3313
Tobias Financial Advisors
Florida
$441M +$30.7M +7% 4.43% 44.5% 102 5.88% 1.6
SFE Investment Counsel
3314
SFE Investment Counsel
California
$441M +$57.2M +15% 11.5% 114% 120 9.17% 5.6
Retirement Income Solutions
3315
Retirement Income Solutions
Michigan
$441M +$38.7M +10% 9.45% 60.8% 158 10.76% 2.9
ADAR1 Capital Management
3316
ADAR1 Capital Management
Texas
$441M +$161M +58% 15.1% – 304 58.22% 0.1
Stamos Capital Partners
3317
Stamos Capital Partners
California
$441M +$72M +20% 5.32% 36.7% 125 4.8% 1.7
Delta Investment Management
3318
Delta Investment Management
California
$440M +$37M +9% 6.89% 65.8% 233 21.46% 2
Quadcap Wealth Management
3319
Quadcap Wealth Management
Texas
$440M +$53.1M +14% 10.4% 94.2% 363 19.83% 0.2
Nan Fung Trinity
3320
Nan Fung Trinity
Hong Kong
$440M -$42.9M -9% 1.44% 81.5% 31 32.26% 0.9
Kelly Lawrence W & Associates
3321
Kelly Lawrence W & Associates
California
$439M +$22.8M +5% 7% 123% 188 13.83% 4.6
Park Presidio Capital
3322
Park Presidio Capital
California
$439M +$21.5M +5% 17.8% 94.1% 10 10% 4.7
DAFNA Capital Management
3323
DAFNA Capital Management
California
$439M +$21.9M +5% 32.6% 313% 86 27.91% 2.7
CFSG
3324
Community Financial Services Group
Vermont
$439M – – 8.98% – 139 – 3.3
Wahed Invest
3325
Wahed Invest
New York
$439M +$82.1M +23% 8.7% 140% 258 19.38% 1.7