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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)
SG
3326
Swarthmore Group
Pennsylvania
$421M +$33.4M +9% 14.9% 44.2% 58 27.59% 1.4
Synergy Asset Management
3327
Synergy Asset Management
Washington
$420M -$10M -2% 7.99% 113% 134 50% 0.4
Hamilton Point Investment Advisors
3328
Hamilton Point Investment Advisors
North Carolina
$420M +$43.6M +12% 10.3% 86.8% 84 9.52% 4.5
China Universal Asset Management Company
3329
China Universal Asset Management Company
China
$420M – – 8.26% 292% 92 – 0
CloudAlpha Capital Management
3330
CloudAlpha Capital Management
Hong Kong
$420M +$82.1M +24% 18.4% 2,704% 26 73.08% 0.3
Cypress Asset Management
3331
Cypress Asset Management
Texas
$420M +$34.4M +9% 12% 141% 139 5.04% 4.8
Continental Grain Company
3332
Continental Grain Company
New York
$420M -$82.8M -16% 13% 5.73% 11 27.27% 1.5
11 Capital Partners
3333
11 Capital Partners
Connecticut
$420M -$74M -15% 4.97% 101% 22 27.27% 0.6
B&I Capital
3334
B&I Capital
Switzerland
$420M +$44.9M +12% 17.1% 30.5% 41 24.39% 0.8
Teewinot Capital Advisers
3335
Teewinot Capital Advisers
New York
$420M -$29.1M -6% 3.5% 149% 37 35.14% 3.4
Braun-Bostich & Associates
3336
Braun-Bostich & Associates
Pennsylvania
$420M +$367M +691% 12.1% 64.5% 155 91.61% 0.4
Human Investing
3337
Human Investing
Oregon
$419M -$4.7M -1% 6.21% 56.9% 115 41.74% 2.2
NG
3338
Northstar Group
New York
$419M +$34.5M +9% 8.98% 63.9% 158 9.49% 4.3
EWA
3339
ERTS Wealth Advisors
Michigan
$419M +$37.8M +10% 6.07% 39.3% 90 10% 2.1
RC
3340
Reik & Co
New York
$419M +$32.5M +8% 14.4% 47.2% 55 5.45% 5.8
Schneider Downs Wealth Management Advisors
3341
Schneider Downs Wealth Management Advisors
Pennsylvania
$419M +$31.5M +8% 9.73% 61.5% 160 12.5% 1.9
Prestige Wealth Management Group
3342
Prestige Wealth Management Group
New Jersey
$419M +$27.8M +7% 7.33% 55.8% 1,090 7.25% 1.9
FinTrust Capital Advisors
3343
FinTrust Capital Advisors
South Carolina
$418M +$38.9M +10% 6.94% 23.6% 1,298 16.95% 2
LCM
3344
Lonestar Capital Management
California
$418M -$582M -58% 1.25% 260% 37 56.76% 0.5
Greystone Financial Group
3345
Greystone Financial Group
Michigan
$417M +$80.9M +24% 8.64% 79.3% 96 26.04% 0.7
Capital Advantage
3346
Capital Advantage
California
$417M +$47.1M +13% 4.7% 49.2% 50 12% 3.8
AIS
3347
AM Investment Strategies
Tennessee
$417M +$35.9M +9% 7.79% 135% 122 17.21% 1
Carderock Capital Management
3348
Carderock Capital Management
Maryland
$416M +$61.6M +17% 15.2% 97.6% 160 53.75% 4.4
Brian C. Broderick
3349
Brian C. Broderick
$416M +$41.2M +11% 10.7% 98.6% 82 12.2% 5.9
Diversified Portfolios Inc
3350
Diversified Portfolios Inc
Michigan
$416M +$54.2M +15% 6.56% 40.2% 142 22.54% 2.1