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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)
Defender Capital
4301
Defender Capital
North Carolina
$125M +$20.1M +19% 16.6% 101% 16 6.25% 0.2
GAMC
4302
Garner Asset Management Corp
Texas
$125M +$12.8M +11% 12.7% 95.3% 150 14.67% 1.5
Point72 Europe
4303
Point72 Europe
United Kingdom
$125M +$31.2M +33% 9.75% 95.4% 24 70.83% 0.6
Pin Oak Investment Advisors
4304
Pin Oak Investment Advisors
Texas
$125M +$12M +11% 14% 62.7% 445 9.21% 1
Reston Wealth Management
4305
Reston Wealth Management
Virginia
$125M +$19.9M +19% 10.3% 60.7% 54 22.22% 0.2
Baugh & Associates
4306
Baugh & Associates
Georgia
$125M +$8.72M +8% 11.2% 98.8% 41 2.44% 1.2
Index Venture Growth Associates I
4307
Index Venture Growth Associates I
Jersey
$125M -$51.2M -29% 5.42% 30.9% 2 0% 0.3
CWM
4308
CCG Wealth Management
California
$125M +$21.8M +21% 12.1% 82.6% 66 19.7% 0.2
Gables Capital Management
4309
Gables Capital Management
Florida
$124M +$9.5M +8% 17% 151% 393 12.98% 0.8
Bain Capital Public Equity Management II
4310
Bain Capital Public Equity Management II
Massachusetts
$124M +$31.7M +34% 12% 201% 14 71.43% 0.1
RMSCM
4311
R.M. Sincerbeaux Capital Management
New York
$124M +$16M +15% 15.4% 76.4% 53 3.77% 4
Strategic Family Wealth Counselors
4312
Strategic Family Wealth Counselors
New Jersey
$124M +$35.4M +40% 7.86% 72.3% 71 11.27% 0.2
Financial Gravity Asset Management
4313
Financial Gravity Asset Management
Texas
$124M – – 9.46% – 1,668 – 0.8
Kopp Investment Advisors
4314
Kopp Investment Advisors
Minnesota
$124M +$21.1M +21% 25% 109% 67 20.9% 2.9
MONECO Advisors
4315
MONECO Advisors
Connecticut
$124M +$37.6M +44% 13% 70.5% 138 30.43% 0.2
venBio Partners
4316
venBio Partners
California
$123M +$85.4M +224% 20.3% 564% 4 25% 0.6
LDR Capital Management
4317
LDR Capital Management
New York
$123M +$34.6M +39% 12.1% 28.4% 28 46.43% 0.5
HWC
4318
Hill Winds Capital
New York
$123M +$20.4M +20% 16.2% 8.52% 28 50% 0.1
Sequoia Wealth Management
4319
Sequoia Wealth Management
Illinois
$123M +$22.4M +22% 13.3% – 76 26.32% 0.8
Family Legacy Inc
4320
Family Legacy Inc
South Carolina
$123M +$11.4M +10% 11.6% 89% 178 42.13% 1.5
GoodHaven Capital Management
4321
GoodHaven Capital Management
New Jersey
$123M -$3.8M -3% 8% 80.7% 25 4% 3.3
Ironwood Investment Management
4322
Ironwood Investment Management
Massachusetts
$123M +$15.1M +14% 17.9% 164% 161 12.42% 4
Beacon Wealthcare Inc
4323
Beacon Wealthcare Inc
North Carolina
$123M -$28.4M -19% 8.35% 31.6% 11 18.18% 1.1
LBS
4324
Lawrence B. Seidman
$123M -$4.51M -4% 2.13% 12.3% 31 25.81% 2.2
Puissance Capital Management
4325
Puissance Capital Management
New York
$123M +$35.3M +40% 58.9% 116% 7 14.29% 1