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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)
Affinity Capital Advisors
3326
Affinity Capital Advisors
California
$410M +$45.7M +13% 10.7% 72.7% 141 11.35% 2.6
Quantum Financial Advisors
3327
Quantum Financial Advisors
California
$410M +$69.8M +21% 11% 68% 135 22.96% 1
Wilkins Investment Counsel
3328
Wilkins Investment Counsel
Massachusetts
$410M +$40.2M +11% 8.26% 71.3% 81 12.35% 7.2
Pasadena Private Wealth
3329
Pasadena Private Wealth
California
$410M +$75.8M +23% 8.62% 53% 162 41.98% 1.5
Two Seas Capital
3330
Two Seas Capital
New York
$410M -$87.8M -18% 3.71% 344% 14 7.14% 1.1
Point72 Asia (Singapore)
3331
Point72 Asia (Singapore)
Singapore
$409M – – 4.11% – 569 – 0
CRA Financial Services
3332
CRA Financial Services
New Jersey
$409M +$45.3M +12% 11.2% 91.9% 224 12.5% 3.1
Contravisory Investment Management
3333
Contravisory Investment Management
Massachusetts
$408M +$54.7M +15% 15.3% 135% 432 42.82% 1.3
SFS
3334
Security Financial Services
Indiana
$408M +$53.5M +15% 9.69% 67.7% 179 17.32% 1.3
Ionic Capital Management
3335
Ionic Capital Management
New York
$408M -$2.9M -0.7% 10.8% 163% 290 50.69% 1
First National Corp
3336
First National Corp
Massachusetts
$408M +$35.1M +9% 9.64% 56.3% 159 10.69% 3.3
HFG Wealth Management
3337
HFG Wealth Management
Texas
$407M – – 4.39% 45.9% 58 – 0.6
LWMG LLC
3338
LWMG LLC
Minnesota
$407M +$42.8M +12% 10.2% – 92 14.13% 0.8
Perennial Advisors
3339
Perennial Advisors
New York
$407M +$36.2M +10% 12.2% – 121 13.22% 3.7
Hein Park Capital Management
3340
Hein Park Capital Management
New York
$407M +$271M +200% 40% 122% 6 33.33% 0.7
Bellwether Advisors
3341
Bellwether Advisors
Nebraska
$407M +$39.3M +11% 11% 115% 136 35.29% 1.8
Liquid Strategies
3342
Liquid Strategies
Georgia
$407M +$28.7M +8% 8.76% 46.8% 15 46.67% 1.5
Kora Management
3343
Kora Management
New York
$406M +$18.9M +5% 17% 307% 6 0% 1.9
Great Diamond Partners
3344
Great Diamond Partners
Maine
$406M +$36.4M +10% 11.1% 86.1% 241 13.28% 2.4
Stanley Capital Management
3345
Stanley Capital Management
Texas
$406M +$30.7M +8% 13.4% 158% 43 13.95% 4.2
Martin & Co
3346
Martin & Co
Tennessee
$405M +$24.3M +6% 10.7% 67.8% 109 1.83% 8.3
Longfellow Investment Management
3347
Longfellow Investment Management
Massachusetts
$405M +$27.4M +7% 3.93% 45.9% 295 27.12% 1.8
H2CM
3348
H/2 Credit Manager
Connecticut
$405M +$44M +12% 24.7% 97.4% 13 0% 2.2
Callan Family Office
3349
Callan Family Office
Pennsylvania
$405M +$29.4M +8% 10.7% 93.4% 103 19.42% 0.8
Archon Capital Management
3350
Archon Capital Management
Washington
$404M +$24.1M +6% 25.9% 222% 43 27.91% 2