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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)
M. Kulyk & Associates
3476
M. Kulyk & Associates
Georgia
$366M -$20.3M -5% 5.97% 63.3% 109 12.84% 0.8
EGA
3477
E&G Advisors
Texas
$366M -$34.8M -9% 3.35% 97.7% 227 11.01% 0.5
Dumont & Blake Investment Advisors
3478
Dumont & Blake Investment Advisors
New Jersey
$366M -$17.5M -5% 3.15% 86.1% 231 16.45% 5.2
Patton Fund Management
3479
Patton Fund Management
Texas
$366M +$36.3M +11% 5.79% 211% 117 48.72% 0.6
ECG
3480
EPIQ Capital Group
California
$366M -$197M -35% 23.5% 6.25% 59 16.95% 1.6
Harbour Capital Advisors
3481
Harbour Capital Advisors
Virginia
$366M -$41.1M -10% 5.36% 168% 255 20.39% 2
Northwest Quadrant Wealth Management
3482
Northwest Quadrant Wealth Management
Oregon
$365M -$7.47M -2% 3.73% 45.6% 70 12.86% 3.5
NorthStar Asset Management (Massachusetts)
3483
NorthStar Asset Management (Massachusetts)
Massachusetts
$365M -$33M -8% 8.81% 66.3% 83 8.43% 0.9
Xcel Wealth Management
3484
Xcel Wealth Management
Florida
$365M -$24.3M -6% 5.97% 98.8% 150 14% 2
Miramar Capital
3485
Miramar Capital
Illinois
$365M +$69.7M +24% 0.31% 47.3% 104 44.23% 1.2
Canal Insurance Company
3486
Canal Insurance Company
South Carolina
$364M +$22.6M +7% 9.48% 114% 90 13.33% 3.6
GJCM
3487
Grand Jean Capital Management
California
$364M -$38.1M -9% 4.49% 61.4% 54 12.96% 3.6
PRC
3488
Pearl River Capital
Michigan
$364M -$6.06M -2% 2.23% 20.3% 606 71.78% 0.2
Cary Street Partners Investment Advisory
3489
Cary Street Partners Investment Advisory
Virginia
$364M +$3.4M +0.9% 3.8% 84.1% 299 22.74% 1.4
Patriot Financial Partners
3490
Patriot Financial Partners
Pennsylvania
$364M -$49.2M -12% 1.99% 16.6% 14 21.43% 2.3
FC
3491
Franchise Capital
Cayman Islands
$364M -$227M -38% 30.5% 537% 24 41.67% 0.5
Janiczek Wealth Management
3492
Janiczek Wealth Management
Colorado
$362M +$27.9M +8% 3.46% 16.4% 1,119 11.71% 1.5
KB Financial Partners
3493
KB Financial Partners
New Jersey
$362M +$13.8M +4% 4.47% – 692 15.17% 0.4
Retirement Income Solutions
3494
Retirement Income Solutions
Michigan
$362M -$12.1M -3% 4.49% 60.8% 123 16.26% 2.4
Fruth Investment Management
3495
Fruth Investment Management
Texas
$362M -$3.02M -0.8% 2.54% 79.4% 244 7.38% 5.7
Shulman DeMeo Asset Management
3496
Shulman DeMeo Asset Management
New York
$361M -$22.7M -6% 4.25% 79.3% 153 10.46% 0.4
Moerus Capital Management
3497
Moerus Capital Management
New York
$361M +$131M +57% 31.3% 220% 13 0% 2.8
JAMH
3498
Junson Asset Management (HK)
Hong Kong
$361M -$44.1M -11% 10.5% – 52 46.15% 0.4
Family Management
3499
Family Management
New York
$361M -$24.1M -6% 4.91% 69% 196 22.45% 2.2
GenWealth Group
3500
GenWealth Group
New Jersey
$361M -$8.87M -2% 6.09% 73.9% 77 19.48% 2.8