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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)
High Note Wealth
3651
High Note Wealth
Minnesota
$437M +$33M +8% 9.59% 73% 1,015 27.19% 0.7
Towneley Capital Management
3652
Towneley Capital Management
California
$436M +$8.47M +2% 7.06% 50.2% 44 22.73% 1.4
New Harbor Financial Group
3653
New Harbor Financial Group
Massachusetts
$436M +$59.7M +16% 7.15% 94.6% 55 21.82% 2.2
Brigade Capital Management
3654
Brigade Capital Management
New York
$436M -$362M -45% 3.32% 42.7% 17 23.53% 1.6
Francis Financial
3655
Francis Financial
$435M +$22.7M +6% 9.18% 56.2% 103 20.39% 2.1
Newman Dignan & Sheerar Inc
3656
Newman Dignan & Sheerar Inc
Rhode Island
$435M +$68.7M +19% 9.09% 82.6% 204 18.14% 5.4
PS
3657
Presima Securities
Quebec, Canada
$435M -$12.1M -3% 3.39% 10.3% 52 7.69% 4.9
Matthews International Capital Management
3658
Matthews International Capital Management
California
$435M -$49.6M -10% 5.81% 227% 44 25% 2.6
NAMP
3659
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$435M +$20.7M +5% 9.34% 90.2% 147 3.4% 7.1
O'Neil Global Advisors
3660
O'Neil Global Advisors
California
$435M +$382M +722% 38.1% 1,833% 68 88.24% 0.1
PWM
3661
Praetorian Wealth Management
California
$435M +$24.4M +6% 9.05% 60.4% 62 41.94% 3.2
Gifford Fong Associates
3662
Gifford Fong Associates
California
$434M +$32.4M +8% 14.8% 180% 126 2.38% 6.7
LHC
3663
Lodge Hill Capital
New York
$434M +$11.5M +3% 5.18% 17.9% 26 46.15% 1.3
Financial Security Advisor
3664
Financial Security Advisor
Virginia
$434M +$40M +10% 9.42% 76.3% 134 8.96% 1.3
Oakwell Private Wealth Management
3665
Oakwell Private Wealth Management
Texas
$434M +$72M +20% 10.4% 63% 78 19.23% 2.5
Verum Partners
3666
Verum Partners
North Carolina
$434M +$63.3M +17% 7.68% 57.7% 173 9.83% 1.7
Centerbridge Partners
3667
Centerbridge Partners
New York
$434M -$76.9M -15% 15.4% 15.9% 7 28.57% 2.7
GDS
3668
Gimbel Daniel Scott
$433M +$56M +15% 17.9% 57.1% 3 0% 3.3
Vantage Financial Partners (Wisconsin)
3669
Vantage Financial Partners (Wisconsin)
Wisconsin
$433M +$30.9M +8% 8.11% 53.8% 209 10.05% 1.5
Kiley Juergens Wealth Management
3670
Kiley Juergens Wealth Management
Washington
$433M +$57.3M +15% 14.1% 106% 79 8.86% 4.3
Mason & Associates (California)
3671
Mason & Associates (California)
California
$433M +$30.8M +8% 10.3% 68.5% 122 9.02% 1.9
Interchange Capital Partners
3672
Interchange Capital Partners
Pennsylvania
$433M +$75.9M +21% 10.4% 79.6% 319 18.81% 1.7
MYCIO Wealth Partners
3673
MYCIO Wealth Partners
Pennsylvania
$433M +$8.82M +2% 0.05% 69.3% 53 15.09% 6
Peddock Capital Advisors
3674
Peddock Capital Advisors
Massachusetts
$432M +$37.6M +10% 11.5% 113% 163 7.36% 6.4
DCM
3675
Divisar Capital Management
California
$432M +$47.8M +12% 14.4% 194% 30 16.67% 3.9