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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)
Beverly Hills Private Wealth
3351
Beverly Hills Private Wealth
California
$433M +$50M +13% 9.52% 91.6% 384 18.23% 0.9
EAM Global Investors
3352
EAM Global Investors
California
$433M +$18.5M +4% 31.1% 2,399% 130 56.15% 0.3
Trust Company of the South
3353
Trust Company of the South
North Carolina
$433M +$54.5M +14% 6.78% 70.2% 127 18.11% 0.2
De Lisle Partners
3354
De Lisle Partners
United Kingdom
$433M – – 11.1% – 162 – 0
O'Brien Wealth Partners
3355
O'Brien Wealth Partners
Massachusetts
$432M +$49.3M +13% 7.51% 56.7% 69 14.49% 2.9
Legion Partners Asset Management
3356
Legion Partners Asset Management
California
$432M +$48.3M +13% 10.2% 206% 14 14.29% 2.5
GR Financial Group
3357
GR Financial Group
Arizona
$432M +$150M +53% 7.85% 75.4% 21 42.86% 0.7
M. Kulyk & Associates
3358
M. Kulyk & Associates
Georgia
$431M +$1.98M +0.5% 9.09% 63.3% 114 12.28% 2.1
FPFS
3359
First Personal Financial Services
North Carolina
$431M +$20.1M +5% 6.37% 31.5% 415 19.76% 5.2
CNBTD
3360
Citizens National Bank Trust Department
Mississippi
$431M +$36.7M +9% 9.95% 124% 342 9.65% 2.5
Wealth Alliance Advisory Group
3361
Wealth Alliance Advisory Group
Kansas
$431M +$48M +13% 7.92% 72.7% 199 13.57% 3.3
CFGSD
3362
Compass Financial Group (South Dakota)
South Dakota
$431M +$52.2M +14% 8.29% 72% 95 5.26% 1.2
Tiger Pacific Capital
3363
Tiger Pacific Capital
New York
$431M -$39M -8% 10.5% 84.5% 16 25% 1.8
Single Point Partners
3364
Single Point Partners
Massachusetts
$430M +$29.2M +7% 6.52% 56.4% 83 12.05% 1.1
PS
3365
Presima Securities
Quebec, Canada
$430M -$13.6M -3% 3.28% 10.3% 54 3.7% 4.1
Hussman Strategic Advisors
3366
Hussman Strategic Advisors
Maryland
$430M -$9.9M -2% 9.79% 43.1% 279 43.01% 2.5
Perennial Advisors
3367
Perennial Advisors
New York
$430M +$23M +6% 9.83% – 119 8.4% 4
Capricorn Investment Group
3368
Capricorn Investment Group
California
$430M -$103M -19% 17.1% 95.9% 8 0% 2.1
Makena Capital Management
3369
Makena Capital Management
California
$430M -$12M -3% 6.53% 85.5% 43 13.95% 1.1
Cypress Wealth Services
3370
Cypress Wealth Services
California
$429M +$28.3M +7% 6.76% 82.7% 266 10.15% 2.2
SF
3371
Symphony Financial
Texas
$429M -$35.8M -8% 10% 95.7% 212 17.45% 2.1
TMD Wealth Management
3372
TMD Wealth Management
Arizona
$429M +$45.2M +12% 4.67% 2.41% 63 20.63% 1.5
Great Point Wealth Advisors
3373
Great Point Wealth Advisors
Massachusetts
$429M +$44.4M +12% 6.37% – 65 21.54% 3.1
Nekton Capital
3374
Nekton Capital
United Kingdom
$429M -$6.47M -1% 6.64% 30.1% 21 61.9% 0.4
Vantage Wealth
3375
Vantage Wealth
California
$429M -$25.9M -6% 6.17% 56.1% 43 23.26% 4.2