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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)
Tolleson Wealth Management
3551
Tolleson Wealth Management
Texas
$371M +$17.9M +5% 5.81% 56.2% 73 12.33% 2
Perennial Advisors
3552
Perennial Advisors
New York
$371M +$31.6M +9% 7.61% – 87 10.34% 3.6
Permit Capital
3553
Permit Capital
Pennsylvania
$371M +$34.6M +10% 11.2% 121% 26 3.85% 4.1
Source Financial Advisors
3554
Source Financial Advisors
New York
$371M -$14.6M -4% 0.03% 18.5% 117 19.66% 0.8
Liberty Capital Management
3555
Liberty Capital Management
Michigan
$371M +$31.2M +9% 11.7% – 136 8.09% 4.9
Contravisory Investment Management
3556
Contravisory Investment Management
Massachusetts
$371M +$41.3M +13% 12.8% 135% 333 35.44% 1.6
GYL Financial Synergies
3557
GYL Financial Synergies
Connecticut
$370M +$175M +89% 9.9% 36% 211 11.85% 1.8
PRC
3558
Pearl River Capital
Michigan
$370M +$2.34M +0.6% 4.66% 20.3% 617 73.26% 0.2
Seven Post Investment Office
3559
Seven Post Investment Office
California
$370M +$48.5M +15% 10.8% 44.4% 52 11.54% 2.3
BT Wealth Management
3560
BT Wealth Management
Georgia
$370M +$48M +15% 10.3% 34.8% 72 26.39% 1.5
McIlrath & Eck
3561
McIlrath & Eck
Washington
$370M +$33.9M +10% 7.79% 44% 864 8.8% 2.6
Nellore Capital Management
3562
Nellore Capital Management
California
$370M -$43.3M -10% 6.03% 73.8% 29 27.59% 0.6
Progeny 3 Inc
3563
Progeny 3 Inc
Washington
$370M -$31.9M -8% 3.1% 96.8% 35 48.57% 1.2
Bessemer Securities
3564
Bessemer Securities
New York
$370M +$76.1M +26% 11.4% 45% 122 4.92% 1.8
Vise Technologies
3565
Vise Technologies
New York
$369M – – 9.92% – 136 – 0
GenWealth Group
3566
GenWealth Group
New Jersey
$369M +$28.5M +8% 8.08% 73.9% 70 12.86% 2.8
CH
3567
Canton Hathaway
Rhode Island
$369M +$21.4M +6% 8.51% 87.8% 315 17.46% 1.4
Kalos Management
3568
Kalos Management
Georgia
$369M +$15.7M +4% 5.27% 48.5% 296 6.08% 1.8
Stelac Advisory Services
3569
Stelac Advisory Services
New York
$369M -$3.39M -0.9% 8.38% 84.9% 239 32.64% 2.1
Riggs Asset Management
3570
Riggs Asset Management
Pennsylvania
$369M +$37.4M +11% 8.8% 219% 346 12.72% 2.4
Institutional Venture Management XIII
3571
Institutional Venture Management XIII
California
$369M – – 26.5% – 4 – 0
Macellum Advisors
3572
Macellum Advisors
New York
$368M – – 6.4% – 6 – 0
Regent Peak Wealth Advisors
3573
Regent Peak Wealth Advisors
Georgia
$368M +$18.7M +5% 10.8% – 176 9.66% 1.5
Analog Century Management
3574
Analog Century Management
New York
$367M +$78.4M +27% 30.9% 785% 22 13.64% 0.9
Cadence Bank NA
3575
Cadence Bank NA
Texas
$367M +$30.6M +9% 11.6% 33.3% 220 5% 4.2