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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)
Wellington Shields & Co
4151
Wellington Shields & Co
New York
$405M +$22M +6% 5.2% 127% 347 14.12% 4
Palumbo Wealth Management
4152
Palumbo Wealth Management
New York
$405M +$92.2M +29% 6.28% 115% 239 33.89% 1.6
Atticus Wealth Management
4153
Atticus Wealth Management
Florida
$405M +$8.71M +2% 2.27% 73.9% 210 9.05% 3.4
COFG Advisors
4154
COFG Advisors
Illinois
$405M – – 3.16% – 228 – 0
Trails Edge Capital Partners
4155
Trails Edge Capital Partners
Georgia
$405M – – 55.4% – 23 – 0
Cordoba Advisory Partners
4156
Cordoba Advisory Partners
New York
$405M – – 1.24% – 145 – 0
PCJ Investment Counsel
4157
PCJ Investment Counsel
Ontario, Canada
$404M +$44.7M +12% 11.7% 164% 73 28.77% 3.1
MM
4158
Meridian Management
Arkansas
$404M +$30.3M +8% 2.93% 65.3% 83 6.02% 6.2
BCM
4159
Bluefin Capital Management
New York
$404M +$91.3M +29% 8.35% – 219 79.91% 0.1
Aspen Capital Management
4160
Aspen Capital Management
Idaho
$404M +$11.5M +3% 2.53% – 83 6.02% 0.7
Citizens & Northern Corp
4161
Citizens & Northern Corp
Pennsylvania
$404M +$19.7K +0% 1.75% 84.6% 130 11.54% 6
KLCM
4162
KG&L Capital Management
Louisiana
$403M +$29.8M +8% 3.21% 91.9% 241 19.5% 2.7
Integral Investment Advisors
4163
Integral Investment Advisors
California
$403M +$32.2M +9% 2.44% 69% 180 11.67% 2.1
Franklin, Parlapiano, Turner & Welch
4164
Franklin, Parlapiano, Turner & Welch
Texas
$403M +$6.96M +2% 1.15% 49.3% 54 5.56% 7.9
Atlantic Edge Private Wealth Management
4165
Atlantic Edge Private Wealth Management
Florida
$403M +$13.3M +3% 2.5% 84.4% 608 15.46% 1.5
SailingStone Capital Partners
4166
SailingStone Capital Partners
Texas
$402M +$20.6M +5% 7.72% 152% 16 6.25% 3.4
Duncan Williams Asset Management
4167
Duncan Williams Asset Management
Tennessee
$402M +$47.1M +13% 2.35% – 179 13.41% 1.2
DS
4168
Dalal Street
Texas
$402M +$65.2M +19% 30.3% 92.7% 5 20% 1.4
Monument Capital Management
4169
Monument Capital Management
Virginia
$402M +$1.99M +0.5% 4.33% 170% 248 20.16% 2.4
Natural Investments
4170
Natural Investments
California
$402M -$1.44M -0.4% 2.85% – 316 36.08% 0.7
SC
4171
Saybrook Capital
North Carolina
$402M +$19M +5% 7.27% 72.5% 44 6.82% 8.8
CLG LLC
4172
CLG LLC
California
$402M +$34.5M +9% 3.24% – 151 15.89% 0.8
Shikiar Asset Management
4173
Shikiar Asset Management
New York
$402M +$4.17M +1% 4.73% 117% 106 11.32% 3.9
WA
4174
WP Advisors
California
$402M +$8.12M +2% 3.36% 113% 123 7.32% 4.6
Westmount Partners
4175
Westmount Partners
California
$401M +$13.9M +4% 3.4% 101% 252 5.56% 2.2