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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)
GII
3576
Gryphon International Investment
Ontario, Canada
$224M +$71.5M +47% 0% 5.67% 21 4.76% 3.2
Creative Financial Designs
3577
Creative Financial Designs
Indiana
$224M +$38M +20% 5.43% 56.2% 679 24.01% 1.9
Parkside Advisors
3578
Parkside Advisors
California
$224M +$33.7M +18% 5.36% 36.7% 71 12.68% 2.8
Princeton Capital Management
3579
Princeton Capital Management
New Jersey
$224M +$17.7M +9% 10.9% 206% 251 60.96% 2.8
Westover Capital Advisors
3580
Westover Capital Advisors
Delaware
$224M +$11.8M +6% 7.6% 144% 152 17.11% 1.9
Monaco Asset Management
3581
Monaco Asset Management
Monaco
$223M – – 9.98% 120% 69 – 0
U.S. Global Investors (USGI)
3582
U.S. Global Investors (USGI)
Texas
$223M +$38.9M +21% 14.2% 151% 193 34.72% 1.1
Enterprise Bank & Trust
3583
Enterprise Bank & Trust
Massachusetts
$223M +$17.1M +8% 6.37% 65.9% 97 12.37% 0.6
SFSIG
3584
San Francisco Sentry Investment Group
California
$223M +$4.59M +2% 11.1% 436% 966 11.59% 2.2
Financial Synergies Wealth Advisors
3585
Financial Synergies Wealth Advisors
Texas
$222M +$17.5M +9% 6.05% 79% 36 25% 0.6
Janiczek Wealth Management
3586
Janiczek Wealth Management
Colorado
$222M +$2.36M +1% 5.9% 16.4% 171 8.77% 1.4
Kelman-Lazarov Inc
3587
Kelman-Lazarov Inc
Tennessee
$222M +$19.4M +10% 7.59% 46.6% 99 5.05% 2.9
PCJ Investment Counsel
3588
PCJ Investment Counsel
Ontario, Canada
$222M +$29.9M +16% 6.94% 164% 76 34.21% 2.3
EWA
3589
ERTS Wealth Advisors
Michigan
$222M +$24.4M +12% 5.69% 39.3% 87 9.2% 0.9
Bridge Creek Capital Management
3590
Bridge Creek Capital Management
Massachusetts
$222M +$15.4M +7% 7.86% 76.5% 90 3.33% 3.1
Interactive Financial Advisors
3591
Interactive Financial Advisors
Illinois
$222M +$4.46M +2% 4.82% 47.6% 144 15.97% 3.3
JHL Capital Group
3592
JHL Capital Group
Illinois
$222M -$163M -42% 0% – 3 66.67% 1.8
Bender Robert & Associates
3593
Bender Robert & Associates
California
$222M +$21.7M +11% 14.3% 146% 50 2% 5
Weik Capital Management
3594
Weik Capital Management
Pennsylvania
$221M +$12.9M +6% 7.38% 66.9% 121 7.44% 4.3
Johanson Financial Advisors
3595
Johanson Financial Advisors
California
$221M +$29M +15% 9.58% 101% 269 63.94% 0.8
DI
3596
Diligent Investors
California
$221M +$16.5M +8% 7.84% 82.2% 227 8.81% 2.9
Quadrant Capital Management
3597
Quadrant Capital Management
New Jersey
$221M +$17.6M +9% 7.03% 50.3% 89 7.87% 3.2
MPEM
3598
Marathon Partners Equity Management
New York
$221M -$43M -16% 3.01% – 15 26.67% 3.7
Capco Asset Management
3599
Capco Asset Management
Florida
$221M +$20.1M +10% 10.8% 46.1% 22 4.55% 2.5
OCM
3600
Ogborne Capital Management
California
$221M +$70.9M +47% 22.4% 251% 12 58.33% 0.5