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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)
Moody Aldrich Partners
3401
Moody Aldrich Partners
Massachusetts
$155M +$11.5M +8% 12.8% 336% 113 38.94% 0.5
La Financiere de L'Echiquier
3402
La Financiere de L'Echiquier
France
$155M +$12.4M +9% 1.72% 28.1% 42 16.67% 0.6
Solaris Asset Management
3403
Solaris Asset Management
New York
$155M -$3.72M -2% 4.94% 74% 512 50.39% 1.4
Orgel Wealth Management
3404
Orgel Wealth Management
Wisconsin
$155M +$9.9M +7% 3.64% 39.6% 26 42.31% 0.5
Intercontinental Wealth Advisors
3405
Intercontinental Wealth Advisors
Texas
$155M +$14.7M +10% 2.85% 46.7% 145 22.07% 0.8
Dakota Wealth Management
3406
Dakota Wealth Management
Florida
$155M +$927K +0.6% 0.49% 112% 54 5.56% 1.8
PCM
3407
Prime Capital Management
Hong Kong
$155M +$47.8M +45% 19.3% 579% 5 20% 1.4
BM
3408
Bislett Management
California
$154M +$3.35M +2% 0.61% 19.8% 31 22.58% 2.4
WESPAC Advisors SoCal
3409
WESPAC Advisors SoCal
California
$154M +$6.2M +4% 3.06% 135% 301 21.93% 0.8
Yorktown Energy Partners IX
3410
Yorktown Energy Partners IX
New York
$154M – – 8.28% 67.3% 1 – 0
Liberty Capital Management
3411
Liberty Capital Management
Michigan
$154M +$628K +0.4% 3.35% – 265 12.08% 1.2
S.R. Schill & Associates
3412
S.R. Schill & Associates
Washington
$154M +$1.32M +0.9% 1.66% 42.7% 71 11.27% 1.5
Lumbard & Kellner
3413
Lumbard & Kellner
New Hampshire
$154M +$8.18M +6% 7.14% 137% 87 18.39% 2
Twin Focus Capital Partners
3414
Twin Focus Capital Partners
Massachusetts
$154M +$9.3M +6% 0.34% 92.5% 99 19.19% 1.8
Stone Run Capital
3415
Stone Run Capital
New York
$154M -$7.03M -4% 1.54% 77.8% 70 5.71% 2.9
Wooster Corthell Wealth Management
3416
Wooster Corthell Wealth Management
Connecticut
$153M +$1.92M +1% 1.29% 39.1% 26 7.69% 2
Weatherstone Capital Management
3417
Weatherstone Capital Management
Colorado
$153M +$30.9M +25% 1.5% 32% 112 39.29% 1
Keystone Financial Planning
3418
Keystone Financial Planning
Ohio
$153M +$821K +0.5% 1.06% 46% 47 8.51% 2.1
Heritage Wealth Advisors
3419
Heritage Wealth Advisors
Virginia
$153M +$8.62M +6% 3.69% 65% 89 12.36% 2
Malaga Cove Capital
3420
Malaga Cove Capital
California
$153M +$14.2M +10% 5.13% 97.3% 129 27.91% 0.7
Brilliance Asset Management
3421
Brilliance Asset Management
Hong Kong
$153M – – 9.41% 39.2% 6 – 0
AW
3422
Alpha Windward
Massachusetts
$153M +$8.88M +6% 6.11% 33.6% 494 34.21% 1.9
PCC
3423
Park Circle Company
Maryland
$153M +$8.44M +6% 4.55% 70.5% 101 12.87% 1.6
WFWM
3424
Wechter Feldman Wealth Management
New Jersey
$153M – – 2.4% 53.8% 30 – 0
Eagle Capital Management (Louisiana)
3425
Eagle Capital Management (Louisiana)
Louisiana
$153M +$17.8M +13% 3.14% 103% 55 36.36% 1.3