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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)
Promethos Capital
4701
Promethos Capital
Massachusetts
$368M -$4.39M -1% 16.3% – 60 33.33% 1.3
Sterling Financial Planning
4702
Sterling Financial Planning
New Jersey
$368M +$30.4M +9% 9.53% 59.3% 125 8% 3.9
Fortress Private Ledger
4703
Fortress Private Ledger
North Carolina
$368M +$47.5M +15% 17.2% – 303 25.08% 0.9
New Wave Wealth Advisors
4704
New Wave Wealth Advisors
Arkansas
$367M +$79.3M +28% 16.6% – 239 34.31% 1
One Advisory Partners
4705
One Advisory Partners
Kansas
$367M +$42.9M +13% 15% 58.3% 77 18.18% 2.4
Whelan Financial
4706
Whelan Financial
California
$367M +$45.1M +14% 15.8% 64.6% 103 16.5% 1.8
Storen Legacy Partners
4707
Storen Legacy Partners
Indiana
$367M +$47.8M +15% 13.4% – 118 15.25% 0.4
VST
4708
Van Strum & Towne
California
$367M +$24.3M +7% 12.1% 62.2% 114 5.26% 6.4
Silverleafe Capital Partners
4709
Silverleafe Capital Partners
Tennessee
$367M +$28.2M +8% 24.4% 87.7% 112 19.64% 2.3
First International Bank of Israel
4710
First International Bank of Israel
$367M +$26.7M +8% 9.27% – 79 37.97% 0.5
Impact Capital Partners
4711
Impact Capital Partners
Colorado
$367M +$35.9M +11% 17.8% – 318 24.21% 1.1
Waterford Advisors
4712
Waterford Advisors
New York
$366M +$51.2M +16% 11.5% 50.5% 67 19.4% 1.8
ACA
4713
Acorn Capital Advisors
New York
$366M +$14.6M +4% 48.3% – 23 17.39% 1.2
Concord Investment Counsel
4714
Concord Investment Counsel
California
$366M +$69.4M +23% 25.8% – 50 18% 1.5
SA
4715
SAM Advisors
California
$366M +$47.3M +15% 12.4% 57.5% 50 8% 2.5
Pillsbury Lake Capital
4716
Pillsbury Lake Capital
California
$366M +$145M +66% 42.4% – 51 52.94% 0.2
Empirical Capital Management
4717
Empirical Capital Management
Tennessee
$366M +$199M +119% 21.7% 205% 28 50% 1.6
Capco Asset Management
4718
Capco Asset Management
Florida
$366M -$729K -0.2% 3.84% 46.1% 27 3.7% 5.1
ITIM
4719
Indiana Trust & Investment Management
Indiana
$366M +$42.1M +13% 18.5% 114% 502 9.16% 3.9
Wright Investors Service
4720
Wright Investors Service
Connecticut
$366M +$48M +15% 27.8% 146% 162 17.28% 4.5
Range Financial Group
4721
Range Financial Group
Oregon
$366M +$67.8M +23% 36.4% 195% 218 18.35% 1.8
AIM
4722
Aigen Investment Management
New York
$366M -$23.5M -6% 15.8% 55.5% 841 79.55% 0.2
Lynch Asset Management
4723
Lynch Asset Management
Pennsylvania
$366M +$67.5M +23% 30.5% 214% 52 1.92% 3.3
QCI
4724
Quaker Capital Investments
Pennsylvania
$366M -$43.1M -11% 7.01% 107% 24 20.83% 2.7
Glassy Mountain Advisors
4725
Glassy Mountain Advisors
Maryland
$366M +$43.6M +14% 18.6% 91.5% 81 11.11% 2