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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)
Princeton Capital Management
3476
Princeton Capital Management
New Jersey
$205M +$6.79M +3% 5.62% 180% 260 6.92% 1.7
Valicenti Advisory Services
3477
Valicenti Advisory Services
New York
$205M -$4.29M -2% 1.81% 134% 66 9.09% 3.5
Confluence Wealth Management
3478
Confluence Wealth Management
Oregon
$205M +$3.5M +2% 3.44% 31.9% 118 4.24% 3.3
TCPWM
3479
Traverso Chambers Private Wealth Management
California
$205M +$855K +0.4% 1.76% 16.4% 102 7.84% 0.5
Clearline Capital
3480
Clearline Capital
New York
$205M +$13.5M +7% 2.72% 57.4% 60 50% 0.5
Rothschild Capital Partners
3481
Rothschild Capital Partners
New York
$204M +$25.3M +14% 5.34% 90.8% 42 21.43% 2.8
Boston Standard Wealth Management
3482
Boston Standard Wealth Management
Massachusetts
$204M +$12.3M +6% 2.18% 47.1% 33 3.03% 2.3
WEO
3483
William E. Oberndorf
$204M +$21.1M +12% 13.2% 36.2% 9 22.22% 2.1
Keystone Financial Planning
3484
Keystone Financial Planning
Ohio
$204M +$1.73M +0.9% 0.66% 46% 48 6.25% 3.8
GII
3485
Gryphon International Investment
Ontario, Canada
$204M +$25.3M +14% 0% 5.67% 20 5% 2.9
Crossvault Capital Management
3486
Crossvault Capital Management
Texas
$204M +$10.2M +5% 3.89% 56.4% 80 7.5% 2.9
Alliance Wealth Management Group
3487
Alliance Wealth Management Group
New Jersey
$204M +$15.5M +8% 2.56% – 60 10% 1.9
Ironwood Financial
3488
Ironwood Financial
Arizona
$204M +$10.3M +5% 1.89% 54.1% 400 3.5% 2.7
Tree Line Advisors
3489
Tree Line Advisors
Hong Kong
$203M +$52.9M +35% 12.2% 670% 7 14.29% 0.4
Mirador Capital Partners
3490
Mirador Capital Partners
California
$203M +$18.6M +10% 2.23% 120% 173 24.28% 1.7
Silver Heights Capital Management
3491
Silver Heights Capital Management
Ontario, Canada
$203M +$5.05M +3% 5.51% 39.8% 6 0% 2.5
First Washington Corp
3492
First Washington Corp
Washington
$203M +$5.76M +3% 8.93% 142% 86 11.63% 3.2
Westover Capital Advisors
3493
Westover Capital Advisors
Delaware
$203M +$10.1M +5% 4.4% 133% 153 24.18% 1.6
Security National Bank
3494
Security National Bank
Nebraska
$202M +$9.6M +5% 3.73% 113% 74 6.76% 1.6
Jupiter Wealth Management
3495
Jupiter Wealth Management
Colorado
$202M -$5.79M -3% 3.48% 99.2% 87 18.39% 0.2
Galileo PTC
3496
Galileo PTC
British Virgin Islands
$202M -$48.4M -19% 18.8% 82.7% 2 0% 0.8
Hamilton Lane Advisors
3497
Hamilton Lane Advisors
Pennsylvania
$202M +$12.9M +7% 0.44% 167% 65 47.69% 0.6
DI
3498
Diligent Investors
California
$201M +$25.7M +15% 5.53% 82.2% 225 12.44% 2.5
Ecofin Advisors
3499
Ecofin Advisors
United Kingdom
$201M +$56.1M +39% 5.01% 77% 35 34.29% 1.6
Rush Island Management
3500
Rush Island Management
New York
$201M +$32.4M +19% 1.19% 15.5% 24 45.83% 0.3