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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)
Heathbridge Capital Management
3676
Heathbridge Capital Management
Ontario, Canada
$349M +$16.2M +5% 2.99% 73.6% 27 3.7% 4.6
Jackson Thornton Wealth Management
3677
Jackson Thornton Wealth Management
Alabama
$349M – – 6.37% 64.4% 17 – 0
Claar Advisors
3678
Claar Advisors
New York
$349M +$11.8M +4% 6.15% 65.5% 38 5.26% 1.8
Princeton Capital Management
3679
Princeton Capital Management
New Jersey
$349M +$35.2M +11% 12.9% 206% 117 10.26% 3.5
KB Financial Partners
3680
KB Financial Partners
New Jersey
$348M +$75.2M +28% 6.1% – 677 76.22% 0.2
GWM
3681
GSB Wealth Management
Connecticut
$348M +$154M +79% 8.43% 69.8% 228 35.09% 1
Souders Financial Advisors
3682
Souders Financial Advisors
Ohio
$348M +$38.1M +12% 9.24% 59.8% 142 9.86% 1.2
Black Swift Group
3683
Black Swift Group
Colorado
$348M +$8.62M +3% 8.84% 139% 119 46.22% 0.7
RMR Wealth Builders
3684
RMR Wealth Builders
New Jersey
$348M +$7.64M +2% 7.86% 91.7% 210 52.86% 1.3
Franklin, Parlapiano, Turner & Welch
3685
Franklin, Parlapiano, Turner & Welch
Texas
$348M +$29.6M +9% 8.76% 49.3% 52 3.85% 5.7
Mendon Capital Advisors
3686
Mendon Capital Advisors
Florida
$348M +$54.5M +19% 11.5% – 73 27.4% 2
Corrigan Financial
3687
Corrigan Financial
Rhode Island
$348M +$20.7M +6% 4.1% 9.54% 90 8.89% 2.8
TRV GP IV
3688
TRV GP IV
Massachusetts
$348M -$93M -21% 19.7% 1,102% 5 0% 1.8
Jackson Square Capital
3689
Jackson Square Capital
California
$348M +$40M +13% 12.9% 423% 197 17.26% 1.3
Delta Investment Management
3690
Delta Investment Management
California
$348M +$29.4M +9% 8.57% 65.8% 196 26.53% 1.3
Revolve Wealth Partners
3691
Revolve Wealth Partners
New Jersey
$347M – – 6.8% 67.4% 151 – 0
ESL Trust Services
3692
ESL Trust Services
New York
$347M +$19.3M +6% 6.28% 53.9% 24 8.33% 1.5
Pacific Capital Wealth Advisors
3693
Pacific Capital Wealth Advisors
California
$347M +$32.4M +10% 4.94% 54.1% 92 13.04% 1.3
Winmill & Co
3694
Winmill & Co
New Hampshire
$347M +$34.4M +11% 9.27% 146% 87 16.09% 1.8
Lineweaver Wealth Advisors
3695
Lineweaver Wealth Advisors
Ohio
$347M +$19.2M +6% 7.69% 68.4% 144 11.81% 1.2
LGT Fund Management
3696
LGT Fund Management
Liechtenstein
$347M – – 11.3% 121% 174 – 0
Patient Capital Management
3697
Patient Capital Management
Maryland
$347M – – 1.95% 131% 43 – 0
Peterson Wealth Advisors
3698
Peterson Wealth Advisors
Utah
$347M +$44.2M +15% 7.09% 50.9% 60 13.33% 2.3
Fort Sheridan Advisors
3699
Fort Sheridan Advisors
Illinois
$347M +$41M +13% 11.9% 109% 214 15.42% 1.6
Bender Robert & Associates
3700
Bender Robert & Associates
California
$347M -$2.81M -0.8% 8.25% 146% 49 6.12% 6.2