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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)
Summit Rock Advisors
4076
Summit Rock Advisors
New York
$312M +$94.9M +44% 16.4% – 9 66.67% 0.2
BCS Wealth Management
4077
BCS Wealth Management
Tennessee
$312M +$40.1M +15% 5.58% 51% 239 9.62% 1.1
Coston McIsaac & Partners
4078
Coston McIsaac & Partners
Maine
$311M +$24.2M +8% 6.56% 40.6% 841 4.28% 1.5
SIM
4079
SW Investment Management
Colorado
$311M +$21.1M +7% 7.55% 143% 13 23.08% 1.5
Hillman Capital Management
4080
Hillman Capital Management
Maryland
$311M +$21.5M +7% 6.02% 20.2% 57 15.79% 3
Whitcomb & Hess
4081
Whitcomb & Hess
Ohio
$311M +$20.2M +7% 3.82% 54% 51 11.76% 1.7
G2 Capital Management
4082
G2 Capital Management
Ohio
$311M +$16.6M +6% 5.61% 55.1% 65 3.08% 1.4
TC
4083
Teilinger Capital
Texas
$311M +$136M +78% 7.18% 30.2% 28 64.29% 0.4
Lantz Financial
4084
Lantz Financial
Illinois
$311M +$33.9M +12% 8.66% 74.3% 212 9.43% 2.8
Claar Advisors
4085
Claar Advisors
New York
$311M +$29M +10% 9.94% 65.5% 33 30.3% 3.8
TSP Capital Management Group
4086
TSP Capital Management Group
New Jersey
$311M +$22M +8% 7.93% 186% 48 2.08% 4.3
Davidson Capital Management
4087
Davidson Capital Management
Texas
$311M +$35.2M +13% 10.3% 79.4% 137 45.26% 2
Keating Investment Counselors
4088
Keating Investment Counselors
Florida
$310M +$30.7M +11% 2.45% 50% 89 15.73% 5.2
WA
4089
WealthTrust Axiom
Pennsylvania
$310M +$11.4M +4% 6.98% 125% 270 9.63% 5.6
Family Investment Center
4090
Family Investment Center
Missouri
$310M +$111M +56% 8.78% 53.1% 86 24.42% 0.8
Ionic Capital Management
4091
Ionic Capital Management
New York
$310M -$97.3M -24% 5.93% 163% 222 50% 1.1
Aries Wealth Management
4092
Aries Wealth Management
Maine
$310M +$29.9M +11% 8.8% 87.7% 215 8.84% 1.7
Cobalt Capital Management
4093
Cobalt Capital Management
New Jersey
$310M +$23M +8% 21% 235% 34 52.94% 0.9
Francis Financial
4094
Francis Financial
$310M +$77.2M +33% 9.17% 56.2% 73 16.44% 1.6
11 Capital Partners
4095
11 Capital Partners
Connecticut
$310M +$17.5M +6% 14.2% 101% 18 27.78% 1.2
Vickerman Investment Advisors
4096
Vickerman Investment Advisors
Washington
$310M +$16.7M +6% 5.1% 47.3% 64 0% 2.1
Court Place Advisors
4097
Court Place Advisors
Maryland
$310M +$5.76M +2% 11.1% 92% 167 10.78% 7
SimplyRich
4098
SimplyRich
California
$309M +$18.7M +6% 7.74% 105% 185 9.73% 3.1
FCA Corp
4099
FCA Corp
Texas
$309M +$18.3M +6% 5.97% 57.4% 183 2.19% 4.5
Colony Family Offices
4100
Colony Family Offices
North Carolina
$309M +$19.9M +7% 4.73% 53.9% 74 16.22% 1.4