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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)
MM
4426
MWG Management
British Virgin Islands
$236M -$107M -31% 31% 59.2% 2 0% 1
Allegheny Financial Group
4427
Allegheny Financial Group
Pennsylvania
$236M -$14.3M -6% 4.48% 71.1% 170 12.35% 0.9
BCM
4428
BlueMar Capital Management
Florida
$236M -$124M -34% 5.53% 27.4% 58 48.28% 1.3
Gradient Capital Advisors
4429
Gradient Capital Advisors
California
$236M -$4.17M -2% 3.81% 78.5% 131 10.69% 2.8
Stolper & Co
4430
Stolper & Co
Oklahoma
$236M +$11.7M +5% 3.19% 77.1% 90 8.89% 1.7
Tealwood Asset Management
4431
Tealwood Asset Management
Minnesota
$236M -$13.4M -5% 3.51% 128% 137 8.76% 2.3
Neumann Capital Management
4432
Neumann Capital Management
California
$235M -$10.1M -4% 3.99% 89.9% 92 6.52% 5.5
Renaissance Capital
4433
Renaissance Capital
Connecticut
$235M -$154M -40% 19.6% 392% 110 11.82% 0.7
Benchmark Financial Wealth Advisors
4434
Benchmark Financial Wealth Advisors
Florida
$235M -$3.88M -2% 4.69% 81.6% 85 18.82% 1.7
CHI Advisors
4435
CHI Advisors
New York
$235M -$66.1M -22% 26.9% 88.2% 22 9.09% 1.4
Mass General Brigham
4436
Mass General Brigham
Massachusetts
$235M -$46.9M -17% 7.38% – 8 50% 1
Gramercy Funds Management
4437
Gramercy Funds Management
Connecticut
$235M -$51.5M -18% 41.3% 87.6% 4 75% 0.3
JSF Financial
4438
JSF Financial
California
$235M +$29.5M +14% 4.08% 91% 143 41.96% 1.5
PCM
4439
Prime Capital Management
Hong Kong
$235M -$48.3M -17% 23.2% 579% 10 20% 1.2
Auxano Advisors
4440
Auxano Advisors
Washington
$235M +$11.3M +5% 2.59% 85.4% 87 19.54% 1.2
SCF Partners
4441
SCF Partners
Texas
$235M +$52.1M +29% 58.2% 2.1% 4 0% 5.2
LWA
4442
LWS Wealth Advisors
New Jersey
$235M -$9.8M -4% 4.74% 8.87% 61 9.84% 1.9
Lebenthal Global Advisors
4443
Lebenthal Global Advisors
New York
$235M -$12.6M -5% 4.37% 57.2% 177 23.73% 0.7
Legacy Financial Strategies
4444
Legacy Financial Strategies
Kansas
$235M +$3.23M +1% 4.92% 76.7% 68 10.29% 2.7
S.E.E.D. Planning Group
4445
S.E.E.D. Planning Group
New York
$235M +$4.07M +2% 3.48% 57.3% 102 17.65% 1.4
Qualcomm Inc
4446
Qualcomm Inc
California
$234M -$293M -56% 32.4% – 13 7.69% 0.9
RPg Family Wealth Advisory
4447
RPg Family Wealth Advisory
Massachusetts
$234M -$18.6M -7% 2.83% 117% 361 26.87% 2.3
Pennsylvania Capital Management
4448
Pennsylvania Capital Management
Pennsylvania
$234M -$57.9M -20% 4.76% 70.6% 114 30.7% 1.2
USAdvisors Wealth Management
4449
USAdvisors Wealth Management
Minnesota
$234M -$11.3M -5% 4.78% 59.6% 149 28.86% 1.3
Axar Capital Management
4450
Axar Capital Management
New York
$234M +$29.7M +14% 14.5% 680% 3 0% 2.6