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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)
Gables Capital Management
4076
Gables Capital Management
Florida
$131M +$8.61M +7% 6.52% 151% 397 5.79% 0.4
Stonehearth Capital Management
4077
Stonehearth Capital Management
Massachusetts
$131M +$3.3M +3% 3.59% 87.5% 39 5.13% 2.3
HCM
4078
Hudson Capital Management
New Jersey
$131M -$12.4M -9% 3.45% 66.8% 82 13.41% 0.7
OmniStar Financial Group
4079
OmniStar Financial Group
North Carolina
$131M +$26.1M +25% 8.37% 67.1% 148 40.54% 0.4
LBS
4080
Lawrence B. Seidman
$131M -$22K -0% 2.94% 12.3% 35 28.57% 1.8
HM Capital Management
4081
HM Capital Management
Missouri
$131M +$1.06M +0.8% 6.52% 29.6% 42 16.67% 3.4
Providence First Trust
4082
Providence First Trust
Arizona
$131M +$2.75M +2% 5.53% 64.1% 76 18.42% 1
One Wealth Advisors
4083
One Wealth Advisors
California
$131M +$5.45M +4% 5.02% 66% 628 18.95% 0.6
PIM
4084
Partner Investment Management
California
$131M +$6.73M +5% 8.89% 168% 135 36.3% 0.8
Invictus RG
4085
Invictus RG
Bermuda
$131M +$11.8M +10% 18.5% 289% 311 84.24% 0.1
Bay Colony Advisors
4086
Bay Colony Advisors
Massachusetts
$130M -$11.1M -8% 6.22% 91.8% 1,048 83.49% 0.2
BC
4087
Breakline Capital
New York
$130M -$12.8M -9% 12.5% – 36 75% 0.2
Foothills Asset Management
4088
Foothills Asset Management
Arizona
$130M -$146K -0.1% 3.93% 8.84% 63 7.94% 2.7
LFWA
4089
LBJ Family Wealth Advisors
Texas
$130M +$6.12M +5% 8.63% 64.9% 17 0% 3.8
Huber Financial Advisors
4090
Huber Financial Advisors
Illinois
$130M +$20.7M +19% 3.64% – 105 9.52% 0.6
HPC
4091
Hobart Private Capital
North Carolina
$130M +$7.63M +6% 3.33% 60% 157 25.48% 0.5
Clearstead Trust
4092
Clearstead Trust
Maine
$130M +$18.4M +16% 7.44% 111% 225 16.89% 0.9
Weatherstone Capital Management
4093
Weatherstone Capital Management
Colorado
$130M +$5.19M +4% 4.9% 32% 105 33.33% 1.3
Geneva Partners
4094
Geneva Partners
Wisconsin
$130M +$4.13M +3% 9.97% 401% 99 27.27% 1.4
AM
4095
Account Management
Massachusetts
$130M +$11.9M +10% 9.8% 87.4% 26 3.85% 3.2
Susquehanna Foundation
4096
Susquehanna Foundation
Pennsylvania
$130M +$9.5M +8% 7.73% 36.7% 4 0% 0.5
SBA
4097
Secrest Blakey & Associates
North Carolina
$130M +$2.69M +2% 5.32% 19.4% 116 15.52% 0.6
Mad River Investors
4098
Mad River Investors
Massachusetts
$130M +$9.24M +8% 9.99% 225% 29 3.45% 2.6
Shakespeare Wealth Management
4099
Shakespeare Wealth Management
Wisconsin
$130M +$17.6M +16% 2.39% 49.6% 40 17.5% 0.6
Wildcat Capital Management
4100
Wildcat Capital Management
New York
$130M -$1.1M -0.8% 0.01% 126% 21 33.33% 1.2