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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)
HEC
3776
Hudson Executive Capital
New York
$392M +$425K +0.1% 9.08% 127% 4 0% 4.8
Kickstand Ventures
3777
Kickstand Ventures
New York
$392M -$374K -0.1% 1.32% 51.4% 99 15.15% 0.9
TFG Asset Management
3778
TFG Asset Management
Cayman Islands
$391M +$36.9M +10% 10.4% 72.1% 29 24.14% 1.4
Sherborne Investors Management
3779
Sherborne Investors Management
New York
$391M -$67.7M -15% 14.8% 54.2% 1 0% 2
H2CM
3780
H/2 Credit Manager
Connecticut
$391M +$4.17M +1% 2.08% 97.4% 13 0% 2.8
McDonald Partners
3781
McDonald Partners
Ohio
$391M -$8.48M -2% 0.06% 102% 249 8.43% 2.6
Inspire Trust Company
3782
Inspire Trust Company
Nevada
$391M +$28.2M +8% 2% – 117 11.97% 0.8
BDT Capital Partners
3783
BDT Capital Partners
Illinois
$391M -$111M -22% 10.8% 25.5% 2 0% 1.6
WrapManager Inc
3784
WrapManager Inc
California
$391M +$4.16M +1% 1.59% 64.6% 255 20% 3.9
MFA Wealth Advisors
3785
MFA Wealth Advisors
Pennsylvania
$391M -$66.6M -15% 1.32% 68.6% 514 85.6% 2.2
LCM
3786
Lionstone Capital Management
New York
$391M +$19.5M +5% 6.99% 74.1% 12 16.67% 4.9
Scissortail Wealth Management
3787
Scissortail Wealth Management
Oklahoma
$391M -$22.7M -5% 0.77% 71.9% 132 12.12% 1
Oliver Lagore Vanvalin Investment Group
3788
Oliver Lagore Vanvalin Investment Group
Michigan
$391M +$16.7M +4% 1.2% – 742 15.63% 1.8
PFA
3789
Professional Financial Advisors
Nebraska
$390M +$4.72M +1% 0.76% 59.2% 110 8.18% 2.4
Newman Dignan & Sheerar Inc
3790
Newman Dignan & Sheerar Inc
Rhode Island
$390M -$27.1M -6% 0.7% 82.6% 195 10.77% 5.6
Triangle Securities Wealth Management
3791
Triangle Securities Wealth Management
North Carolina
$390M +$2.95M +0.8% 1.75% 83.6% 207 8.21% 6.2
Portland Investment Counsel
3792
Portland Investment Counsel
Ontario, Canada
$390M +$111M +40% 2.09% 108% 59 25.42% 2.6
AYAL Capital Advisors
3793
AYAL Capital Advisors
Ontario, Canada
$390M +$96.2M +33% 7.54% – 52 53.85% 0.3
Newbridge Financial Services Group
3794
Newbridge Financial Services Group
Florida
$390M +$105M +37% 9.03% 189% 1,200 50.17% 1.4
Progressive Investment Management
3795
Progressive Investment Management
Oregon
$389M -$386K -0.1% 3.46% 139% 58 1.72% 5
PT
3796
Plimoth Trust
Massachusetts
$389M -$7.54M -2% 0.04% 110% 164 5.49% 5.9
Skaana Management
3797
Skaana Management
New York
$389M -$23.9M -6% 7.62% 269% 209 29.67% 0.8
JWCA
3798
J.W. Coons Advisors
Ohio
$389M -$11.3M -3% 0.01% 61.2% 250 12.8% 3.5
AW
3799
Avion Wealth
Texas
$389M +$7.16M +2% 1.25% 48.8% 1,343 30.53% 2.2
RR Advisors
3800
RR Advisors
Texas
$389M +$26.9M +7% 8.15% 115% 24 16.67% 3.4