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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)
Fountainhead AM
3426
Fountainhead AM
New Jersey
$421M +$14.4M +4% 2.45% 65.6% 151 16.56% 1.5
TP
3427
Thunderbird Partners
United Kingdom
$421M +$31.2M +8% 11% 38% 12 16.67% 2.3
NTIC
3428
Napean Trading & Investment Company
Singapore
$420M +$11.4M +3% 6.71% – 51 27.45% 0.4
BCM
3429
Bluefin Capital Management
New York
$420M -$225M -35% 9.72% – 183 65.03% 0.4
First National Corp
3430
First National Corp
Massachusetts
$420M +$13.1M +3% 1.62% 56.3% 163 10.43% 3.6
Horizon Wealth Management
3431
Horizon Wealth Management
Illinois
$420M +$36.5M +10% 5.18% 97.2% 96 22.92% 1.7
MRCM
3432
M&R Capital Management
New Jersey
$419M +$10.9M +3% 4.78% 52.6% 559 4.11% 5.3
Bluescape Energy Partners
3433
Bluescape Energy Partners
Texas
$419M -$28.1M -6% 0.11% 57.9% 5 0% 3
Sage Rhino Capital
3434
Sage Rhino Capital
California
$419M -$5.03M -1% 0.8% 86.8% 268 17.54% 3
DAFNA Capital Management
3435
DAFNA Capital Management
California
$419M -$20.7M -5% 8.66% 313% 85 17.65% 2.5
MAK Capital One
3436
MAK Capital One
New York
$418M -$86.5M -17% 3.89% 200% 10 10% 3.5
UAM
3437
UAS Asset Management
New York
$418M +$43.4M +12% 6.54% 98% 19 31.58% 3.2
Leonard Rickey Investment Advisors
3438
Leonard Rickey Investment Advisors
Washington
$417M +$30.3M +8% 0.52% 55.9% 112 18.75% 2.7
Key Financial Inc
3439
Key Financial Inc
Pennsylvania
$417M +$25M +6% 1.63% 55.5% 1,380 8.19% 2.6
Bienville Capital Management
3440
Bienville Capital Management
New York
$417M +$88.4M +27% 2.78% 36.3% 86 19.77% 3.5
Accurate Wealth Management
3441
Accurate Wealth Management
Florida
$417M +$74.6M +22% 3.55% 101% 340 19.12% 1.4
Financial Management Network
3442
Financial Management Network
California
$417M +$19.9M +5% 1.23% 62.5% 170 21.76% 2.2
Altiora Financial Group
3443
Altiora Financial Group
Ohio
$417M +$48.3M +13% 0.42% 38.3% 89 13.48% 1
SilverOak Wealth Management
3444
SilverOak Wealth Management
Minnesota
$416M +$13.8M +3% 2.57% – 99 9.09% 0.5
San Luis Wealth Advisors
3445
San Luis Wealth Advisors
California
$416M +$226M +119% 2.72% 65% 135 67.41% 0.8
WPA
3446
WIT Partners Advisory
Singapore
$416M +$6.1M +1% 1.49% 22.7% 1 0% 0.5
Satovsky Asset Management
3447
Satovsky Asset Management
New York
$416M +$74.3M +22% 1.34% 53.6% 55 14.55% 2
Legacy Financial Strategies
3448
Legacy Financial Strategies
Kansas
$416M +$28M +7% 2.14% 76.7% 104 19.23% 2.8
Pacific Ridge Capital Partners
3449
Pacific Ridge Capital Partners
Oregon
$416M -$39.8M -9% 4.19% 149% 140 3.57% 5.5
Lisanti Capital Growth
3450
Lisanti Capital Growth
New York
$416M +$5.73M +1% 14.6% 1,490% 147 42.18% 0.5