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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)
Baker Tilly Wealth Management
4076
Baker Tilly Wealth Management
Wisconsin
$411M +$5.4M +1% 2.08% 96.9% 309 17.48% 3
Legacy Wealth Asset Management
4077
Legacy Wealth Asset Management
Minnesota
$411M +$3.92M +1% 1.82% 116% 403 16.63% 3
TSP Capital Management Group
4078
TSP Capital Management Group
New Jersey
$410M +$571K +0.1% 7.29% 186% 45 0% 0
Palumbo Wealth Management
4079
Palumbo Wealth Management
New York
$410M +$4.51M +1% 1.61% 115% 241 17.84% 1.8
Intesa Sanpaolo Wealth Management
4080
Intesa Sanpaolo Wealth Management
$410M -$73.7M -15% 5.5% – 312 14.42% 0.2
Grace & Mercy Foundation
4081
Grace & Mercy Foundation
New York
$410M -$32.9M -7% 15.3% 67.6% 22 22.73% 2.1
Tiger Pacific Capital
4082
Tiger Pacific Capital
New York
$410M +$35.7M +10% 7.36% 84.5% 15 66.67% 2
KM
4083
KP Management
Minnesota
$409M +$47.5M +13% 12.2% – 94 37.23% 1.1
LPC
4084
Lineage Point Capital
Florida
$409M +$146M +55% 0.2% – 293 49.83% 0.1
QCI
4085
Quaker Capital Investments
Pennsylvania
$409M +$21.2M +5% 3.86% 107% 24 20.83% 2.7
Monarch Capital Management
4086
Monarch Capital Management
Indiana
$409M +$1.76M +0.4% 2.37% 77% 129 5.43% 8.4
OCP
4087
OCO Capital Partners
New York
$408M -$112M -21% 5.21% 679% 10 50% 0.6
Parkwoods Wealth Partners
4088
Parkwoods Wealth Partners
New York
$408M +$68M +20% 1.82% – 117 12.82% 0.8
Lead Edge Capital Management
4089
Lead Edge Capital Management
New York
$408M +$17.9M +5% 28% 20.2% 14 57.14% 1
DeDora Capital
4090
DeDora Capital
California
$408M -$14.6M -3% 3.14% 91.2% 125 9.6% 3.6
Coleford Investment Management
4091
Coleford Investment Management
Canada
$408M -$3.25M -0.8% 4.02% – 26 23.08% 1
Rothschild Capital Partners
4092
Rothschild Capital Partners
New York
$408M -$17.9M -4% 2.08% 90.8% 111 39.64% 2.7
Dodds Wealth
4093
Dodds Wealth
Colorado
$407M -$418K -0.1% 2.17% 35.4% 56 8.93% 2.1
HWM
4094
HFR Wealth Management
New York
$407M -$16.3M -4% 1.72% 47.5% 51 5.88% 4.1
Atlantic Edge Private Wealth Management
4095
Atlantic Edge Private Wealth Management
Florida
$407M +$4.53M +1% 0.69% 84.4% 626 11.18% 1.6
Global Wealth Strategies & Associates
4096
Global Wealth Strategies & Associates
Colorado
$407M +$5.89M +1% 1.99% 68.7% 614 21.99% 1.6
MLCM
4097
M & L Capital Management
United Kingdom
$407M -$72.9M -15% 7.91% – 30 53.33% 0.6
WA
4098
WealthTrust Axiom
Pennsylvania
$406M +$17.7M +5% 7.45% 125% 296 10.14% 6
PCP
4099
Perbak Capital Partners
United Kingdom
$406M +$78.6M +24% 0.96% – 397 70.78% 0.3
Westmount Partners
4100
Westmount Partners
California
$406M +$5.16M +1% 3.25% 101% 282 19.15% 2.2