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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)
Principal Street Partners
3351
Principal Street Partners
Tennessee
$415M +$48.4M +13% 10.4% 91% 216 26.39% 1.4
Emerald Advisors
3352
Emerald Advisors
Washington
$415M +$64.1M +18% 21.8% 71.8% 117 39.32% 1.2
HHM Wealth Advisors
3353
HHM Wealth Advisors
Tennessee
$414M +$46.6M +13% 8.15% 62.3% 720 14.03% 1.3
Canal Capital Management
3354
Canal Capital Management
Virginia
$414M +$63.3M +18% 11.7% 67.8% 149 18.12% 3
ECM
3355
Endurant Capital Management
California
$414M -$24.8M -6% 2.69% 18.4% 86 61.63% 0.4
Unison Advisors
3356
Unison Advisors
District of Columbia
$414M +$13.3M +3% 4.57% 57.8% 182 0.55% 2.2
GA
3357
GRS Advisors
Illinois
$414M +$167M +68% 15% 54.3% 46 58.7% 0.5
Paragon Wealth Strategies
3358
Paragon Wealth Strategies
Florida
$414M +$38.4M +10% 6.83% 59.8% 54 31.48% 1.1
Exane Derivatives
3359
Exane Derivatives
France
$413M -$3.2M -0.8% 7.68% 42.7% 1,129 29.23% 2.1
SOA Wealth Advisors
3360
SOA Wealth Advisors
New York
$413M +$22.6M +6% 9.49% 79.1% 1,024 6.45% 0.9
Patriot Financial Partners
3361
Patriot Financial Partners
Pennsylvania
$413M +$36.4M +10% 14.6% 16.6% 16 18.75% 2.2
Jacobson & Schmitt Advisors
3362
Jacobson & Schmitt Advisors
Wisconsin
$413M +$49.9M +14% 10.5% 70.3% 63 30.16% 2.4
Abingworth
3363
Abingworth
United Kingdom
$413M -$28M -6% 10.5% 187% 20 0% 2.7
Inlet Private Wealth
3364
Inlet Private Wealth
Florida
$412M +$39.4M +11% 11.4% 111% 137 6.57% 2.3
MTC
3365
Matrix Trust Company
Colorado
$412M +$21.5M +6% 5.19% 51.4% 20 0% 2.2
True Wind Capital Management
3366
True Wind Capital Management
California
$412M – – 28.3% 59.6% 3 – 0
Bank of New Hampshire
3367
Bank of New Hampshire
New Hampshire
$411M +$37.3M +10% 9.85% 96.5% 205 10.24% 0.5
Meridian Wealth Advisors
3368
Meridian Wealth Advisors
Texas
$411M +$52.5M +15% 11.6% 79.9% 207 7.25% 2
Pettinga Financial Advisors
3369
Pettinga Financial Advisors
Indiana
$411M +$19.3M +5% 5.51% 78.1% 123 20.33% 1.8
LCM
3370
Lionstone Capital Management
New York
$411M +$29M +8% 11.6% 74.1% 20 20% 2.7
Encompass Wealth Advisors
3371
Encompass Wealth Advisors
Oregon
$411M +$27.6M +7% 4.99% 68.7% 380 5.26% 0.7
FundX Investment Group
3372
FundX Investment Group
California
$411M +$199M +94% 9.25% 94.6% 48 37.5% 0.9
Bedell Frazier Investment Counselling
3373
Bedell Frazier Investment Counselling
California
$411M +$46.5M +13% 7.46% 72.5% 101 14.85% 2.2
Farmers & Merchants Trust Company
3374
Farmers & Merchants Trust Company
California
$411M +$29.4M +8% 8.82% 79.8% 186 5.91% 2.2
Eagle Health Investments
3375
Eagle Health Investments
Connecticut
$410M +$95.1M +30% 2.16% 241% 29 10.34% 0.8