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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)
Entrust Global Partners
3601
Entrust Global Partners
New York
$363M +$92.3M +34% 0.98% 82.3% 16 75% 0.2
WESCAP Management Group
3602
WESCAP Management Group
California
$362M +$18.4M +5% 3.81% 45.7% 90 7.78% 3.3
Glovista Investments
3603
Glovista Investments
New Jersey
$362M +$19.2M +6% 0.69% 2.48% 83 50.6% 1.7
IAA
3604
Ironsides Asset Advisors
North Carolina
$362M +$45.3M +14% 15.1% 49.3% 99 12.12% 2.4
Cornerstone Management
3605
Cornerstone Management
Georgia
$362M -$17.4M -5% 5.02% 43.6% 234 78.21% 0.7
Systelligence LLC
3606
Systelligence LLC
Minnesota
$362M -$13.9M -4% 4.57% 58.3% 35 0% 1
Journey Advisory Group
3607
Journey Advisory Group
Kentucky
$362M +$53.3M +17% 11.1% 74.9% 211 8.53% 0.9
Mount Capital
3608
Mount Capital
United Kingdom
$362M – – 1.24% 34.4% 35 – 0
Moon Capital Management
3609
Moon Capital Management
New York
$361M +$37.6M +12% 0.15% 76.3% 28 64.29% 1.4
Integral Health Asset Management
3610
Integral Health Asset Management
New York
$361M +$13.5M +4% 11.4% 564% 92 46.74% 0.6
Blue Fin Capital
3611
Blue Fin Capital
Rhode Island
$361M +$33.5M +10% 11.6% 147% 135 8.15% 4.9
Ellenbecker Investment Group
3612
Ellenbecker Investment Group
Wisconsin
$361M +$41M +13% 8.97% 56.3% 91 21.98% 2.1
Cary Street Partners Investment Advisory
3613
Cary Street Partners Investment Advisory
Virginia
$361M +$55.6M +18% 8.58% 84.1% 271 15.87% 1.3
SF
3614
Symphony Financial
Texas
$360M +$73.3M +26% 9.48% 95.7% 192 20.31% 1.1
Progressive Investment Management
3615
Progressive Investment Management
Oregon
$360M +$23.3M +7% 9.56% 139% 57 5.26% 3.1
EEP
3616
Edgehill Endowment Partners
Connecticut
$360M +$13.8M +4% 3.79% 11.6% 7 0% 2.6
BCM
3617
BlueMar Capital Management
Florida
$360M -$23.2M -6% 1.7% 27.4% 60 26.67% 1.2
J.H. Whitney Equity Partners VII
3618
J.H. Whitney Equity Partners VII
Connecticut
$360M – – 7.73% 407% 1 – 0
FCA
3619
FLC Capital Advisors
California
$360M +$20.8M +6% 6.15% 59.3% 180 11.11% 1.9
Metis Global Partners
3620
Metis Global Partners
California
$360M – – 12.4% 117% 376 – 0
Aegon USA Investment Management
3621
Aegon USA Investment Management
Iowa
$360M +$28.8M +9% 6.62% 44.9% 49 20.41% 1.5
Kabouter Management
3622
Kabouter Management
Illinois
$359M +$182M +103% 0.5% 12.9% 10 30% 0.6
Bensler
3623
Bensler
Washington
$359M – – 8.43% 109% 84 – 0
Wellspring Financial Advisors
3624
Wellspring Financial Advisors
Ohio
$359M +$26.9M +8% 8.11% 77.2% 112 10.71% 1.2
Boston Standard Wealth Management
3625
Boston Standard Wealth Management
Massachusetts
$359M +$23.9M +7% 4.5% 47.1% 40 2.5% 3.8