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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)
Harvey Capital Management
3776
Harvey Capital Management
Florida
$303M +$27.4M +10% 11.1% 147% 87 21.84% 2.8
Jacob Asset Management of New York
3777
Jacob Asset Management of New York
California
$303M +$44.8M +17% 5.03% 22.7% 84 9.52% 1.1
Wellington Shields & Co
3778
Wellington Shields & Co
New York
$303M +$23.9M +9% 8.37% 109% 221 12.22% 1.8
Holderness Investments Company
3779
Holderness Investments Company
North Carolina
$303M +$24.3M +9% 6.71% 144% 217 4.61% 3.5
Windsor Capital Management
3780
Windsor Capital Management
Arizona
$303M +$13.9M +5% 4.22% 49.1% 120 4.17% 4.9
Cedar Mountain Advisors
3781
Cedar Mountain Advisors
Oregon
$303M +$6.83M +2% 7.15% 57.7% 305 12.46% 1.2
Fernwood Investment Management
3782
Fernwood Investment Management
Massachusetts
$302M +$30.4M +11% 7.81% 83.4% 204 9.31% 3.1
O'Brien Wealth Partners
3783
O'Brien Wealth Partners
Massachusetts
$302M +$489K +0.2% 6.87% 56.7% 47 17.02% 2.1
DCM
3784
Divisar Capital Management
California
$302M +$6.25M +2% 8.26% 194% 29 20.69% 2.1
Versant Venture Management
3785
Versant Venture Management
California
$302M -$211M -41% 2.06% 409% 11 0% 2.2
WESPAC Advisors SoCal
3786
WESPAC Advisors SoCal
California
$302M +$46.5M +18% 9.48% 135% 88 26.14% 2.3
Doliver Advisors
3787
Doliver Advisors
Texas
$301M +$32.4M +12% 10.5% 92.3% 155 21.29% 1.6
Semper Augustus Investments Group
3788
Semper Augustus Investments Group
Colorado
$301M +$36.3M +14% 6.87% 95.4% 37 21.62% 4
Alliance Wealth Management Group
3789
Alliance Wealth Management Group
New Jersey
$301M +$35.9M +14% 4.13% – 72 12.5% 2.9
Defender Capital
3790
Defender Capital
North Carolina
$301M +$20.6M +7% 13.2% 101% 43 18.6% 1.2
JGP Global Gestao de Recursos
3791
JGP Global Gestao de Recursos
Brazil
$301M +$140M +87% 12.8% 261% 71 33.8% 0.9
Global Wealth Management Investment Advisory
3792
Global Wealth Management Investment Advisory
Florida
$301M +$23.3M +8% 5.99% 67.5% 512 16.99% 1.8
Ayalon Insurance Company
3793
Ayalon Insurance Company
Israel
$300M +$44.6M +17% 8.37% 99.6% 165 9.09% 2
Turim 21 Investimentos
3794
Turim 21 Investimentos
Brazil
$300M +$131M +78% 2.62% 62.1% 183 88.52% 0
Fort Sheridan Advisors
3795
Fort Sheridan Advisors
Illinois
$300M +$47.9M +19% 8.02% 109% 192 17.19% 1.3
TVMC
3796
T Ventures Management Company
Australia
$300M +$5.66M +2% 14.1% – 1 0% 0.5
Bay Colony Advisors
3797
Bay Colony Advisors
Massachusetts
$300M +$38.3M +15% 7.44% 91.8% 369 18.7% 1.3
FormulaFolio Investments
3798
FormulaFolio Investments
Michigan
$299M -$8.17M -3% 4.35% 41.4% 541 19.96% 1.3
PWM
3799
Praetorian Wealth Management
California
$299M +$15.7M +6% 5.74% 60.4% 66 18.18% 0.8
CMH Wealth Management
3800
CMH Wealth Management
New Hampshire
$299M +$33.8M +13% 8.37% 88% 46 6.52% 2.8