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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)
Concentric Capital Strategies
3526
Concentric Capital Strategies
Connecticut
$283M +$151M +114% 1.2% 165% 205 74.15% 0.2
Peninsula Wealth
3527
Peninsula Wealth
California
$283M -$12.2M -4% 6.32% 30% 73 15.07% 1.5
Arctis Global
3528
Arctis Global
Puerto Rico
$283M +$153M +118% 2.01% 69.5% 19 63.16% 0.4
tru Independence
3529
tru Independence
Oregon
$283M -$28.2M -9% 7.44% 67.4% 192 17.19% 1.2
K.J. Harrison & Partners
3530
K.J. Harrison & Partners
Ontario, Canada
$283M -$88M -24% 2.47% 140% 268 30.22% 2.7
Edmonds Duncan Registered Investment Advisors
3531
Edmonds Duncan Registered Investment Advisors
Kansas
$283M -$8.7M -3% 5.15% 12.8% 136 16.18% 4
Mason & Associates (California)
3532
Mason & Associates (California)
California
$282M -$2.3M -0.8% 3.52% 68.5% 89 12.36% 0.6
FNBOMD
3533
First National Bank of Mount Dora
Florida
$282M -$8.6M -3% 6.33% 96.2% 134 11.94% 4.5
Bryn Mawr Capital Management
3534
Bryn Mawr Capital Management
Pennsylvania
$282M -$21.9M -7% 4.74% 71.4% 154 11.69% 2.6
Sicart Associates
3535
Sicart Associates
New York
$282M -$39.3M -12% 2.11% 99.1% 84 10.71% 3.2
Shulman DeMeo Asset Management
3536
Shulman DeMeo Asset Management
New York
$282M -$20.8M -7% 5.61% 79.3% 137 5.84% 0.9
Patriot Financial Partners
3537
Patriot Financial Partners
Pennsylvania
$281M -$26.5M -9% 2.16% 16.6% 12 8.33% 2.8
West Paces Advisors
3538
West Paces Advisors
Georgia
$281M -$12.4M -4% 5.47% 57.7% 595 14.62% 3.8
Intellectus Partners
3539
Intellectus Partners
California
$281M -$9.9M -3% 3.11% 157% 272 10.29% 2.6
JT Stratford LLC
3540
JT Stratford LLC
Georgia
$281M -$34.5M -11% 4.62% 103% 222 20.27% 2.4
CBTWT
3541
Community Bank & Trust (Waco, Texas)
Texas
$281M -$20.8M -7% 5.23% 124% 135 4.44% 4.9
Franklin, Parlapiano, Turner & Welch
3542
Franklin, Parlapiano, Turner & Welch
Texas
$281M -$15.1M -5% 5.3% 41.6% 48 6.25% 6.5
Northcape Wealth Management
3543
Northcape Wealth Management
New York
$281M +$19.6M +7% 6.16% 66% 142 20.42% 0.6
Global Wealth Management Investment Advisory
3544
Global Wealth Management Investment Advisory
Florida
$281M -$15.9M -5% 5.5% 67.5% 527 74.19% 3.3
PCG Wealth Advisors
3545
PCG Wealth Advisors
Kansas
$280M +$140M +100% 4.95% 87% 138 36.96% 0.4
Columbus Hill Capital Management
3546
Columbus Hill Capital Management
New Jersey
$280M +$43M +18% 10.8% 151% 19 31.58% 2.1
DI
3547
Diligent Investors
California
$280M -$11.9M -4% 5.65% 82.2% 268 7.09% 3.8
Repertoire Partners
3548
Repertoire Partners
New York
$280M -$19.8M -7% 6.36% 37.5% 100 57% 0.5
Blue Bell Private Wealth Management
3549
Blue Bell Private Wealth Management
Pennsylvania
$280M -$17.8M -6% 4.97% 62.5% 884 19.46% 1.6
Roberts, Glore & Co
3550
Roberts, Glore & Co
Illinois
$280M -$20.6M -7% 5.06% 72.3% 194 7.22% 5.3