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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)
Financial Gravity Asset Management
3401
Financial Gravity Asset Management
Texas
$562M +$42.5M +8% 0.66% – 1,031 29.19% 1.9
Maytus Capital Management
3402
Maytus Capital Management
New York
$562M +$139M +33% 4.41% 442% 90 63.33% 0.4
Key Financial Inc
3403
Key Financial Inc
Pennsylvania
$562M +$13.9M +3% 0.27% 64.1% 1,483 8.9% 3.8
North Point Portfolio Managers
3404
North Point Portfolio Managers
Ohio
$561M -$29.2M -5% 1.37% 72.8% 79 8.86% 4.8
Twele Capital Management
3405
Twele Capital Management
Minnesota
$561M +$1.29M +0.2% 0.53% 37.1% 39 0% 9.9
Moment Partners
3406
Moment Partners
California
$561M +$74.5M +15% 1.4% – 119 17.65% 1
Oakwell Private Wealth Management
3407
Oakwell Private Wealth Management
Texas
$560M +$24.5M +5% 0.88% 68.2% 81 3.7% 3
Harfst & Associates
3408
Harfst & Associates
Wyoming
$560M +$5.58M +1% 2.97% 88.1% 126 15.87% 3.6
FCA
3409
FLC Capital Advisors
California
$560M +$18.5M +3% 0.71% 59.3% 231 13.85% 3.4
Newbrook Capital Advisors
3410
Newbrook Capital Advisors
New York
$560M -$237M -30% 6.3% 299% 27 66.67% 1
Delta Investment Management
3411
Delta Investment Management
California
$559M -$17.5M -3% 1.32% 65.8% 319 26.65% 2.6
Curran Financial Partners
3412
Curran Financial Partners
South Carolina
$559M +$32.1M +6% 1.79% 53.5% 139 15.83% 2.4
East Coast Asset Management
3413
East Coast Asset Management
Massachusetts
$558M -$71.4M -11% 8.28% 167% 82 10.98% 8.4
Stone House Investment Management
3414
Stone House Investment Management
Pennsylvania
$558M -$86.1M -13% 1.34% 57.9% 1,181 37.43% 0.6
Thames Capital Management
3415
Thames Capital Management
New Jersey
$558M -$130M -19% 25% 1,177% 61 50.82% 1.6
Quarry LP
3416
Quarry LP
New York
$558M -$81.7M -13% 0.28% 83.2% 2,456 59.57% 0.7
ALM First Financial Advisors
3417
ALM First Financial Advisors
Texas
$557M +$52.5M +10% 2.16% 50.5% 25 0% 2.7
CAM
3418
Cander Asset Management
New York
$557M +$16.7M +3% 11.3% – 57 49.12% 0.2
Marino Stram & Associates
3419
Marino Stram & Associates
Massachusetts
$557M +$3.17M +0.6% 0.43% 72.2% 193 8.29% 4.2
NI
3420
Naria Inc
Bahamas
$556M +$174M +45% 45.4% – 1 0% 1.3
Three Arch Wealth Management
3421
Three Arch Wealth Management
California
$556M +$22.4M +4% 2.35% – 62 6.45% 0.2
TLWM Financial
3422
TLWM Financial
Texas
$555M +$8.85M +2% 2.65% 53.9% 72 4.17% 4.3
Heirloom Wealth Management
3423
Heirloom Wealth Management
Colorado
$555M +$122M +28% 1.43% 81.8% 91 57.14% 1.3
ACPLP
3424
Amberjack Capital Partners, L.P.
Texas
$555M -$87.3M -14% 11.5% – 1 0% 1.3
Childress Capital Advisors
3425
Childress Capital Advisors
Texas
$555M -$68.2M -11% 3.49% 107% 451 26.83% 1.5