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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)
TM
3626
Tikvah Management
North Carolina
$359M -$11.3M -3% 8.7% 169% 25 32% 2.5
Atlantic Investment Management
3627
Atlantic Investment Management
New York
$358M +$60.3M +20% 11.9% 28.8% 12 25% 2.2
LA
3628
Latitude Advisors
Florida
$358M +$42.1M +13% 8.48% 79.6% 317 15.77% 0.6
Redmond Asset Management
3629
Redmond Asset Management
Virginia
$358M +$38.6M +12% 8.45% 68.2% 206 13.11% 3.2
Aaron Wealth Advisors
3630
Aaron Wealth Advisors
Illinois
$358M +$3.14M +0.9% 7.16% 108% 185 17.84% 0.7
Founders Circle Capital
3631
Founders Circle Capital
California
$358M +$29.2M +9% 23% 28% 15 33.33% 0.4
FCT
3632
Family Capital Trust
Massachusetts
$358M +$6.97M +2% 2.45% 39.1% 52 0% 6.2
DI
3633
Diligent Investors
California
$358M +$63.6M +22% 8.59% 82.2% 285 20.35% 3.2
Clare Market Investments
3634
Clare Market Investments
Texas
$358M +$23.7M +7% 10.1% – 173 31.79% 1.3
Princeton Global Asset Management
3635
Princeton Global Asset Management
New Jersey
$357M +$29M +9% 10.4% 110% 560 10.18% 1.9
EverSource Wealth Advisors
3636
EverSource Wealth Advisors
Alabama
$357M – – 6.36% 98.1% 1,783 – 0
Olympus Peak Asset Management
3637
Olympus Peak Asset Management
Connecticut
$357M +$125M +54% 9.97% – 11 63.64% 0.1
Sage Rhino Capital
3638
Sage Rhino Capital
California
$357M +$28.1M +9% 3.66% 93.9% 232 15.52% 1.7
Washington University
3639
Washington University
Missouri
$357M +$12.7M +4% 8.03% 44% 6 0% 0.5
Gould Asset Management
3640
Gould Asset Management
California
$357M +$32.7M +10% 6.66% 48.3% 144 7.64% 4.5
AFT
3641
Alpha Family Trust
California
$357M +$47.8M +15% 7.82% 215% 25 28% 0.6
Strategies Wealth Advisors
3642
Strategies Wealth Advisors
Michigan
$356M – – 6.77% 64.6% 81 – 0
Capricorn Fund Managers
3643
Capricorn Fund Managers
United Kingdom
$355M – – 2.34% 173% 74 – 0
Hudock Inc
3644
Hudock Inc
Pennsylvania
$355M +$23.2M +7% 6.5% 69.7% 924 17.75% 4.3
Rock Point Advisors
3645
Rock Point Advisors
Vermont
$355M +$13.7M +4% 5.91% 82.8% 107 14.02% 3.6
Sterling Investment Advisors (Pennsylvania)
3646
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$355M +$18.9M +6% 7.31% 111% 640 14.69% 2.5
Moisand Fitzgerald Tamayo
3647
Moisand Fitzgerald Tamayo
Florida
$355M +$57.7M +19% 5.8% 51.1% 427 14.52% 2.7
Riverwood Capital Management
3648
Riverwood Capital Management
California
$355M – – 23.3% 46.5% 4 – 0
Concentric Wealth Management
3649
Concentric Wealth Management
California
$355M +$27.6M +8% 8.39% 33.4% 131 4.58% 3.5
Spectrum Asset Management (California)
3650
Spectrum Asset Management (California)
California
$355M +$29.2M +9% 6.32% 68.3% 132 18.94% 2.1