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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)
Sollinda Capital Management
3926
Sollinda Capital Management
Florida
$354M +$26M +8% 3.38% – 74 24.32% 0.5
Stewardship Advisors
3927
Stewardship Advisors
Pennsylvania
$354M +$51.7M +17% 4.65% 46.1% 145 55.17% 0.9
New Capital Management
3928
New Capital Management
Texas
$354M +$28.3M +9% 7.15% 55.4% 55 7.27% 3.3
Quattro Financial Advisors
3929
Quattro Financial Advisors
Texas
$354M -$28.4M -7% 2.59% 77.6% 88 26.14% 1.6
SC
3930
Saybrook Capital
North Carolina
$354M +$1.04M +0.3% 9.82% 72.5% 45 11.11% 8.3
Angelo Gordon & Co
3931
Angelo Gordon & Co
New York
$354M +$89.9M +34% 10.6% 90.1% 76 43.42% 1
Harrell Investment Partners
3932
Harrell Investment Partners
Texas
$353M +$9.42M +3% 6.68% 121% 96 9.38% 3.3
Minot Capital
3933
Minot Capital
Colorado
$353M +$15.9M +5% 5.6% 19.6% 12 50% 3.6
Scott Capital Advisors
3934
Scott Capital Advisors
Oregon
$353M +$14.1M +4% 5.67% 50.9% 53 7.55% 2
Anatole Investment Management
3935
Anatole Investment Management
Hong Kong
$353M +$91.5M +35% 21.6% 3,486% 19 94.74% 0.1
Whitener Capital Management
3936
Whitener Capital Management
North Carolina
$353M +$22.4M +7% 6.6% 113% 162 9.26% 4.3
Ballast Inc
3937
Ballast Inc
Kentucky
$353M +$27.6M +9% 7.95% 71.3% 125 4% 4.1
Curtis Advisory Group
3938
Curtis Advisory Group
California
$352M +$68.7M +24% 4.19% 79.8% 101 12.87% 2.8
St. Clair Advisors
3939
St. Clair Advisors
Ohio
$352M +$38.7M +12% 7.55% 77.5% 79 5.06% 2.3
Curran Financial Partners
3940
Curran Financial Partners
South Carolina
$352M +$53.1M +18% 6.54% 49.4% 93 13.98% 2.1
G2 Investment Partners Management
3941
G2 Investment Partners Management
New York
$352M -$33.9M -9% 15.9% 1,145% 89 52.81% 1.1
Charles-Lim Capital
3942
Charles-Lim Capital
Hong Kong
$352M -$55.7M -14% 7.4% 4.44% 7 42.86% 4
Solus Alternative Asset Management
3943
Solus Alternative Asset Management
New Jersey
$352M +$2.77M +0.8% 6.09% 79.3% 10 0% 2.6
Asset Allocation Strategies
3944
Asset Allocation Strategies
Michigan
$351M +$53.9M +18% 5.58% 58.1% 120 25.83% 0.8
Oak Harbor Wealth Partners
3945
Oak Harbor Wealth Partners
North Carolina
$351M +$32.7M +10% 7.04% 73.9% 227 8.81% 2.3
Donoghue Forlines
3946
Donoghue Forlines
Massachusetts
$351M -$1.14M -0.3% 6.27% 229% 283 42.4% 1.2
Safeguard Investment Advisory Group
3947
Safeguard Investment Advisory Group
California
$351M +$28.8M +9% 5.48% 84.3% 127 21.26% 2.2
Essex Woodlands Management
3948
Essex Woodlands Management
Texas
$350M +$43.7M +14% 40.2% 55% 7 0% 6
Goodman Advisory Group
3949
Goodman Advisory Group
Massachusetts
$350M +$15.5M +5% 5.36% 101% 206 18.93% 1.4
PI
3950
Pennant Investors
New Jersey
$350M -$32.3M -8% 13.8% 372% 47 68.09% 2.4