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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)
Blueshift Asset Management
3651
Blueshift Asset Management
New Jersey
$403M +$105M +35% 6.03% 38.8% 496 64.52% 0.3
Vantage Financial Partners (Wisconsin)
3652
Vantage Financial Partners (Wisconsin)
Wisconsin
$403M +$17.9M +5% 6.09% 53.8% 200 28% 1
Systelligence LLC
3653
Systelligence LLC
Minnesota
$403M +$27.2M +7% 5.94% 57.3% 48 25% 1.3
Jackson Square Capital
3654
Jackson Square Capital
California
$403M -$3.43M -0.8% 4.95% 423% 153 30.72% 2.2
Atlanta Consulting Group Advisors
3655
Atlanta Consulting Group Advisors
Georgia
$403M -$60.9M -13% 7.08% – 234 53.85% 0.2
Capital City Trust
3656
Capital City Trust
Florida
$403M +$34.6M +9% 8.51% 98.5% 119 10.92% 6.7
Sarissa Capital Management
3657
Sarissa Capital Management
Connecticut
$402M -$190M -32% 0.93% 80% 11 18.18% 4.1
Privium Fund Management
3658
Privium Fund Management
Netherlands
$402M +$9.9M +3% 18.9% 451% 141 50.35% 1.2
MWM
3659
Mascoma Wealth Management
New Hampshire
$402M +$24.9M +7% 5.07% 43.7% 508 13.39% 3
PWM
3660
Praetorian Wealth Management
California
$402M +$11.1M +3% 6.06% 60.4% 58 36.21% 3.4
Clayton Dubilier & Rice
3661
Clayton Dubilier & Rice
New York
$402M -$260M -39% 38.8% 176% 4 0% 5.9
Cypress Asset Management
3662
Cypress Asset Management
Texas
$402M +$13.2M +3% 4.89% 141% 108 6.48% 6.7
Balboa Wealth Partners
3663
Balboa Wealth Partners
Arizona
$402M +$22.8M +6% 7.24% 214% 376 28.72% 1
Financial Security Advisor
3664
Financial Security Advisor
Virginia
$401M +$103M +34% 5.67% 76.3% 124 15.32% 0.8
First PREMIER Bank
3665
First PREMIER Bank
South Dakota
$401M +$27.3M +7% 8.08% 63% 433 12.01% 4.2
Schwarz Dygos Wheeler Investment Advisors
3666
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$401M +$28.2M +8% 9.02% 74% 155 8.39% 3.4
EVR Research
3667
EVR Research
Virginia
$401M +$66.2M +20% 0.13% 165% 41 41.46% 0.9
Searle & Co
3668
Searle & Co
Connecticut
$401M -$25.8M -6% 6.97% 93.8% 192 15.1% 4.7
Mason & Associates (California)
3669
Mason & Associates (California)
California
$401M +$24.9M +7% 4.61% 68.5% 120 20% 1.6
Foyston, Gordon, & Payne
3670
Foyston, Gordon, & Payne
Ontario, Canada
$401M -$4.94M -1% 10.6% 57.2% 57 10.53% 5.4
Essex Savings Bank
3671
Essex Savings Bank
Connecticut
$401M +$29.2M +8% 6.68% 95.2% 289 11.07% 3.4
JWCA
3672
J.W. Coons Advisors
Ohio
$401M -$13M -3% 8.28% 61.2% 251 11.16% 3.2
CH
3673
Canton Hathaway
Rhode Island
$401M +$35M +10% 9.85% 87.8% 267 17.6% 3
Moller Wealth Partners
3674
Moller Wealth Partners
$400M +$25.3M +7% 6.81% 44.1% 69 11.59% 5.4
Harvey Capital Management
3675
Harvey Capital Management
Florida
$400M +$19.5M +5% 4.45% 147% 84 17.86% 4.3