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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)
BT Wealth Management
3676
BT Wealth Management
Georgia
$197M +$22.6M +13% 19.9% 34.8% 62 22.58% 1
EFL
3677
ERn Financial LLC
Wisconsin
$197M +$45.3M +30% 18.2% 61.2% 79 24.05% 0.9
Beech Hill Advisors
3678
Beech Hill Advisors
New York
$197M +$50.8M +35% 22.2% 105% 89 25.84% 2.6
FSA
3679
Financial Services Advisory
Maryland
$197M +$189M +2,369% 16.7% 82.5% 26 80.77% 0.2
Nixon Peabody Trust
3680
Nixon Peabody Trust
Massachusetts
$197M +$35.2M +22% 21.1% 101% 79 13.92% 3.2
Financial Consulate
3681
Financial Consulate
Maryland
$197M +$28.4M +17% 23.6% 61.4% 105 14.29% 2.8
Taylor Wealth Management Partners
3682
Taylor Wealth Management Partners
Massachusetts
$197M +$33.8M +21% 29.7% 62% 53 20.75% 1.9
Lineweaver Wealth Advisors
3683
Lineweaver Wealth Advisors
Ohio
$197M +$37.6M +24% 16.4% 68.4% 86 27.91% 0.4
AO
3684
Allen Operations
New York
$197M +$35.2M +22% 24.4% 218% 24 8.33% 3.8
Mendon Capital Advisors
3685
Mendon Capital Advisors
Florida
$196M -$7.17M -4% 14.9% – 70 40% 1.8
Harrell Investment Partners
3686
Harrell Investment Partners
Texas
$196M +$12.7M +7% 19.4% 121% 88 22.73% 0.4
Kadensa Capital
3687
Kadensa Capital
Hong Kong
$196M -$13.1M -6% 45.4% 191% 18 61.11% 0.2
VCU Investment Management
3688
VCU Investment Management
Virginia
$196M -$62.6M -24% 9.82% – 11 27.27% 1.9
Opes Wealth Management
3689
Opes Wealth Management
California
$196M +$63.4M +48% 21% 54.1% 70 35.71% 0.7
Bessemer Securities
3690
Bessemer Securities
New York
$196M -$5.45M -3% 21.6% 45% 106 21.7% 1.3
SM
3691
Saya Management
New York
$196M +$20.2M +12% 22.1% 34.8% 15 40% 0.7
Brightlight Capital Management
3692
Brightlight Capital Management
Connecticut
$196M +$66.2M +51% 106% 202% 15 40% 0.4
MAK Capital One
3693
MAK Capital One
New York
$196M +$82.7M +73% 28.4% 200% 7 14.29% 2
Meridian Investment Counsel
3694
Meridian Investment Counsel
California
$196M +$41.9M +27% 26.8% 116% 183 7.1% 4.6
Stevard LLC
3695
Stevard LLC
Illinois
$195M +$40.4M +26% 24.1% – 166 68.67% 0.2
WA
3696
Winfield Associates
Ohio
$195M +$37M +23% 23.4% 77.8% 138 16.67% 3.4
Rezny Wealth Management
3697
Rezny Wealth Management
Florida
$195M – – 19.9% 99.6% 10 – 2.4
Akaris Global Partners
3698
Akaris Global Partners
New York
$195M -$9.5M -5% 40% 35% 31 67.74% 0.2
Rice Partnership
3699
Rice Partnership
Hawaii
$195M +$46M +31% 19.8% 123% 104 23.08% 1.6
Trinity Legacy Partners
3700
Trinity Legacy Partners
Texas
$195M +$53M +37% 29.6% 63.3% 84 32.14% 0.7