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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)
JHCM
3576
Juniper Hill Capital Management
California
$347M +$65.4M +23% 0.52% 33.6% 8 50% 0.7
Rice Partnership
3577
Rice Partnership
Hawaii
$347M -$4.84M -1% 2.85% 123% 156 23.08% 2.2
Revolve Wealth Partners
3578
Revolve Wealth Partners
New Jersey
$347M -$960K -0.3% 4.93% 67.4% 160 12.5% 0.2
Capital City Trust
3579
Capital City Trust
Florida
$346M -$5.81M -2% 0.11% 98.5% 123 4.07% 5.4
Concentric Wealth Management
3580
Concentric Wealth Management
California
$346M -$8.59M -2% 1.82% 33.4% 131 5.34% 3.7
CAN
3581
Claraphi Advisory Network
United States
$346M +$59M +21% 1.24% 88.3% 350 36.86% 1.8
Souders Financial Advisors
3582
Souders Financial Advisors
Ohio
$346M -$2.41M -0.7% 4.52% 54.9% 153 18.3% 1.3
America First Investment Advisors
3583
America First Investment Advisors
Nebraska
$346M -$8.16M -2% 4.63% 78.2% 76 3.95% 6.2
McIlrath & Eck
3584
McIlrath & Eck
Washington
$346M -$24.2M -7% 5.06% 44% 861 7.78% 2.7
Advisor OS
3585
Advisor OS
Illinois
$345M -$145M -30% 3.39% 61.2% 254 28.35% 1.1
Monashee Investment Management
3586
Monashee Investment Management
Massachusetts
$345M -$59.3M -15% 5.98% 520% 63 71.43% 0.3
Blue Fin Capital
3587
Blue Fin Capital
Rhode Island
$345M -$16.1M -4% 4.83% 147% 137 6.57% 5
DI
3588
Diligent Investors
California
$345M -$13M -4% 3.66% 82.2% 290 12.41% 3.3
Waterton Global Resource Management
3589
Waterton Global Resource Management
Ontario, Canada
$344M +$26.5M +8% 8.28% 21% 1 0% 3.3
Boston Research & Management
3590
Boston Research & Management
Massachusetts
$344M -$21.8M -6% 2.66% 53.2% 117 9.4% 6.3
Benjamin Edwards Inc
3591
Benjamin Edwards Inc
Missouri
$344M +$35.2M +11% 2.04% 66.5% 778 19.02% 1.2
Mount Capital
3592
Mount Capital
United Kingdom
$344M -$17.8M -5% 6.24% 34.4% 45 35.56% 0.2
Drexel Morgan & Co
3593
Drexel Morgan & Co
Pennsylvania
$344M -$1.9M -0.6% 3.31% 50.1% 49 12.24% 6.3
York Capital Management Global Advisors
3594
York Capital Management Global Advisors
New York
$343M -$105M -23% 116% 74.1% 9 55.56% 1.4
Mount Lucas Management
3595
Mount Lucas Management
Pennsylvania
$343M -$6.6M -2% 2.2% 109% 139 27.34% 0.6
Fulcrum Asset Management
3596
Fulcrum Asset Management
United Kingdom
$343M +$138M +68% 2.56% – 225 0% 0.6
Stokes Capital Advisors
3597
Stokes Capital Advisors
South Carolina
$343M +$7.1M +2% 1.53% 61.3% 96 17.71% 2.4
Bessemer Securities
3598
Bessemer Securities
New York
$343M -$26.6M -7% 5.4% 45% 126 7.14% 2
Stanley Capital Management
3599
Stanley Capital Management
Texas
$343M +$26.4M +8% 2.18% 158% 42 4.76% 3.2
GWM
3600
GSB Wealth Management
Connecticut
$343M -$5.5M -2% 1.94% 69.8% 232 10.78% 1.2