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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)
Simcoe Capital Management
3351
Simcoe Capital Management
New York
$576M +$17.2M +3% 5.56% 48.7% 19 47.37% 1
Gould Asset Management
3352
Gould Asset Management
California
$576M +$11.5M +2% 0.99% 48.3% 176 7.39% 6
Sovereign Financial Group
3353
Sovereign Financial Group
Connecticut
$576M -$4.81M -0.8% 0.61% 90.7% 392 17.6% 2.8
Patten Group
3354
Patten Group
Tennessee
$575M +$34.6M +6% 0.67% 99% 323 17.65% 5.4
Intelligence Driven Advisers
3355
Intelligence Driven Advisers
California
$574M -$126M -18% 1.64% 65.6% 152 23.68% 2.3
Tempo Wealth
3356
Tempo Wealth
Ohio
$573M +$12.1M +2% 2.89% – 225 10.22% 0.2
Drucker Wealth 3.0
3357
Drucker Wealth 3.0
New Jersey
$573M +$3.93M +0.7% 0.88% – 277 9.75% 1.1
Ironwood Financial
3358
Ironwood Financial
Arizona
$573M -$16.9M -3% 1.87% 54.1% 170 3.53% 5.7
Eagle Health Investments
3359
Eagle Health Investments
Connecticut
$572M +$117M +26% 6.58% 241% 37 43.24% 1.3
Nordwand Advisors
3360
Nordwand Advisors
Pennsylvania
$572M -$585K -0.1% 1.96% 103% 157 11.46% 1.1
FRM
3361
Fox Run Management
Connecticut
$572M -$76.3M -12% 1.84% 64% 1,307 68.17% 0.3
McLean Asset Management
3362
McLean Asset Management
Virginia
$572M +$13.3M +2% 0.38% 69.4% 174 6.9% 3.4
Marble Wealth
3363
Marble Wealth
Alabama
$571M -$149M -21% 1.69% – 288 28.47% 0.2
Black Swift Group
3364
Black Swift Group
Colorado
$571M -$28.8M -5% 0.15% 139% 145 38.62% 1.2
RI
3365
RPTC Inc
Wyoming
$571M -$24.9M -4% 4.39% 66.4% 7 0% 6.3
XXEC Inc
3366
XXEC Inc
Oklahoma
$571M +$471M +470% 10.8% 30.1% 25 20% 2.5
Tulsa Wealth Advisors
3367
Tulsa Wealth Advisors
Oklahoma
$570M +$270M +90% 0.18% – 177 53.11% 0.1
RAM Investment Partners
3368
RAM Investment Partners
Washington
$569M +$16.3M +3% 2.09% 61.9% 129 15.5% 1.8
Activest Wealth Management
3369
Activest Wealth Management
Florida
$569M +$33.8M +6% 3.67% 117% 1,360 26.4% 1.1
New World Advisors
3370
New World Advisors
Massachusetts
$569M -$15.7M -3% 2.39% 84.1% 91 17.58% 2
Chemistry Wealth Management
3371
Chemistry Wealth Management
New York
$569M +$34M +6% 4.31% 77.1% 213 10.33% 2.7
CFSG
3372
Community Financial Services Group
Vermont
$568M +$23.6M +4% 0.18% – 460 78.48% 1.1
ASK Capital Management
3373
ASK Capital Management
California
$568M -$185M -25% 10.5% – 4 0% 1.1
Broad Run Investment Management
3374
Broad Run Investment Management
Virginia
$568M +$29.4M +5% 0.82% 202% 25 8% 6.8
New Harbor Financial Group
3375
New Harbor Financial Group
Massachusetts
$567M +$21.7M +4% 8.47% 94.6% 67 31.34% 2.1