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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)
Juniper Capital Advisors
3826
Juniper Capital Advisors
Texas
$352M -$15.2M -4% 4.13% – 1 0% 0.5
Donoghue Forlines
3827
Donoghue Forlines
Massachusetts
$352M +$899K +0.3% 1.39% 199% 271 38.38% 1.2
SC
3828
Stephens Consulting
Michigan
$352M +$26M +8% 0.55% 50.1% 666 31.38% 1.6
Annis Gardner Whiting Capital Advisors
3829
Annis Gardner Whiting Capital Advisors
Florida
$352M +$72.6M +26% 2.35% 85% 996 10.44% 0.6
Horiko Capital Management
3830
Horiko Capital Management
New York
$352M +$24.6M +8% 6.46% 275% 21 0% 3.6
Trinity Legacy Partners
3831
Trinity Legacy Partners
Texas
$352M +$10.2M +3% 2.07% 63.3% 108 11.11% 2.5
HPC
3832
Hobart Private Capital
North Carolina
$351M +$23.4M +7% 1.66% 60% 77 18.18% 1
JFG Wealth Management
3833
JFG Wealth Management
Colorado
$351M -$21.7M -6% 1.72% 65.2% 77 48.05% 1.5
VCM
3834
Vivaldi Capital Management
Illinois
$351M +$8.31M +2% 2.84% 69.2% 231 5.63% 3.3
LTS One Management
3835
LTS One Management
New York
$351M -$84.5M -19% 1.73% 67.9% 20 50% 0.7
Wealth Dimensions Group
3836
Wealth Dimensions Group
Ohio
$351M +$12.2M +4% 1.96% 57.1% 147 7.48% 2.8
Alliance Wealth Management Group
3837
Alliance Wealth Management Group
New Jersey
$350M +$9.6M +3% 1.17% – 84 7.14% 4.8
SEP
3838
Southland Equity Partners
Missouri
$350M -$5.99M -2% 3.01% 66.1% 234 18.8% 2.2
Boyd Watterson Asset Management
3839
Boyd Watterson Asset Management
Ohio
$350M +$71.2M +26% 3.04% 101% 461 8.89% 2.9
Rothschild Capital Partners
3840
Rothschild Capital Partners
New York
$350M +$5.86M +2% 6.45% 90.8% 48 10.42% 3.5
Owls Nest Partners IA
3841
Owls Nest Partners IA
Pennsylvania
$350M -$27.5M -7% 14.6% 105% 19 31.58% 2
CPH
3842
C Partners Holding
Switzerland
$350M +$7M +2% 4.04% 25.6% 15 20% 4.5
Winch Advisory Services
3843
Winch Advisory Services
Wisconsin
$350M +$22.3M +7% 6.89% 80.8% 478 9.41% 4.8
Mount Lucas Management
3844
Mount Lucas Management
Pennsylvania
$350M -$16.4M -4% 0.49% 109% 190 42.11% 0.7
State of New Jersey Common Pension Fund E
3845
State of New Jersey Common Pension Fund E
New Jersey
$349M -$100M -22% 0.13% 26.4% 2 50% 4.8
Enstar Group
3846
Enstar Group
Bermuda
$349M -$22.6M -6% 0.46% 29.5% 7 0% 3.4
MSA Advisors
3847
MSA Advisors
California
$349M +$14.8M +4% 3.54% – 27 14.81% 0.4
Cornerstone Planning Group
3848
Cornerstone Planning Group
New Jersey
$349M +$27.3M +8% 0.94% 60% 1,365 26.37% 0.9
Solus Alternative Asset Management
3849
Solus Alternative Asset Management
New Jersey
$349M +$19.9M +6% 7.52% 79.3% 10 0% 2.4
Sycale Advisors
3850
Sycale Advisors
New York
$349M -$9.7M -3% 0.1% 31.5% 21 19.05% 1