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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)
NorthStar Asset Management (Massachusetts)
4151
NorthStar Asset Management (Massachusetts)
Massachusetts
$385M +$22.8M +6% 3.96% 66.3% 72 18.06% 2.9
BCGM Wealth Management
4152
BCGM Wealth Management
Indiana
$384M +$29.7M +8% 6.84% 54.9% 176 7.95% 2.5
Parisi Gray Wealth Management
4153
Parisi Gray Wealth Management
New Jersey
$384M +$35.3M +10% 11.5% 137% 132 14.39% 4
Steamboat Capital Partners
4154
Steamboat Capital Partners
New York
$384M +$33M +9% 18.9% 280% 63 12.7% 2
Coalescence Partners Investment Management
4155
Coalescence Partners Investment Management
New York
$384M -$3.37M -0.9% 1.61% – 16 25% 1.2
Granite Bay Wealth Management
4156
Granite Bay Wealth Management
New Hampshire
$384M +$72.8M +23% 7.53% – 86 26.74% 1.2
Strategic Advocates
4157
Strategic Advocates
Utah
$384M +$47.2M +14% 10.1% 103% 613 78.96% 0.3
FIM
4158
FWL Investment Management
Texas
$384M +$56.9M +17% 20.9% 165% 386 29.79% 1.3
Core Wealth Advisors (Florida)
4159
Core Wealth Advisors (Florida)
Florida
$384M +$35.6M +10% 6.82% 59.7% 95 26.32% 2.1
Dunhill Financial
4160
Dunhill Financial
United Kingdom
$383M +$38.1M +11% 6.12% 58.6% 1,027 14.31% 1.3
Wellington Shields & Co
4161
Wellington Shields & Co
New York
$383M +$30.1M +9% 10.2% 109% 341 12.32% 3.8
TriaGen Wealth Management
4162
TriaGen Wealth Management
California
$383M +$53.2M +16% 8.23% 132% 191 14.66% 2.3
Guidance Capital
4163
Guidance Capital
Kentucky
$383M +$32.6M +9% 7.4% 62.6% 211 7.58% 1.4
Magnolia Capital Advisors
4164
Magnolia Capital Advisors
Mississippi
$383M -$14.2M -4% 7.36% 78.7% 255 14.12% 1.3
SC
4165
Saybrook Capital
North Carolina
$383M +$29M +8% 9.64% 72.5% 43 2.33% 8.4
Lightrock Netherlands
4166
Lightrock Netherlands
Netherlands
$382M +$18.7M +5% 12.6% – 40 5% 0.7
Mokosak Advisory Group
4167
Mokosak Advisory Group
Iowa
$382M +$28.6M +8% 6.83% 59.2% 38 7.89% 4
SailingStone Capital Partners
4168
SailingStone Capital Partners
Texas
$382M +$3.43M +0.9% 23.2% 152% 16 0% 3.1
New Capital Management
4169
New Capital Management
Texas
$382M +$23.4M +7% 6.71% 55.4% 57 7.02% 3.5
WHAM
4170
Windmill Hill Asset Management
United Kingdom
$381M +$18.3M +5% 8.45% 98.1% 27 14.81% 2.3
CPH
4171
C Partners Holding
Switzerland
$381M -$73.7M -16% 3.18% 25.6% 12 16.67% 5.2
West Branch Capital
4172
West Branch Capital
Massachusetts
$381M +$43M +13% 11.9% 156% 490 11.43% 3.5
Eagle Health Investments
4173
Eagle Health Investments
Connecticut
$381M -$24.2M -6% 16.3% 241% 25 24% 1.7
Holistic Planning
4174
Holistic Planning
Texas
$381M +$31.5M +9% 5.9% – 239 11.72% 1.1
Astoria Portfolio Advisors
4175
Astoria Portfolio Advisors
New York
$381M +$25M +7% 7.33% 75.4% 307 28.34% 1.6