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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)
Industrial Alliance Investment Management
6651
Industrial Alliance Investment Management
Quebec, Canada
$176M +$10.5M +6% 2.12% 88.8% 8 25% 2.7
SummerHaven Investment Management
6652
SummerHaven Investment Management
Connecticut
$176M +$4.52M +3% 8.69% 150% 198 3.03% 1.2
Swisher Financial Concepts
6653
Swisher Financial Concepts
Ohio
$176M +$9.31M +6% 2.67% – 100 15% 1.2
EJF Capital
6654
EJF Capital
Virginia
$176M +$3.91M +2% 7.94% 127% 83 20.48% 2.2
MCS
6655
Mercuria Capital Strategies
Texas
$176M +$100M +132% 3.26% – 35 91.43% 0.1
WFG
6656
Wormser Freres Gestion
France
$176M -$3.78M -2% 4.12% 67.4% 49 10.2% 1.7
Ausbil Investment Management
6657
Ausbil Investment Management
Australia
$176M -$11.6M -6% 2.88% 115% 78 23.08% 1.2
Burrus Financial Services
6658
Burrus Financial Services
Utah
$176M -$42.1M -19% 1.1% 31.3% 15 53.33% 1.7
MG
6659
McHugh Group
Ohio
$176M +$8.61M +5% 3.45% – 83 9.64% 0.8
Strategic Financial Planning
6660
Strategic Financial Planning
Texas
$176M +$3.18M +2% 0.8% 47.5% 39 2.56% 4.5
Archon Capital Management
6661
Archon Capital Management
Washington
$176M +$7.86M +5% 12.9% 222% 57 35.09% 1.2
Ehrlich Financial Group
6662
Ehrlich Financial Group
California
$176M +$7.24M +4% 2.18% 56.2% 121 18.18% 1.3
Golden Road Advisors
6663
Golden Road Advisors
Florida
$176M +$2.86M +2% 2.27% – 55 14.55% 1.5
Gridiron Partners
6664
Gridiron Partners
Pennsylvania
$176M -$462K -0.3% 0.19% 15.5% 67 11.94% 2
Gross & Hartman Investments
6665
Gross & Hartman Investments
Pennsylvania
$175M – – 1.27% – 71 – 0
Birch Financial Group
6666
Birch Financial Group
New Hampshire
$175M +$5.59M +3% 2.31% – 147 19.05% 0.7
Teca Partners
6667
Teca Partners
Texas
$175M +$16.8M +11% 1.5% 66% 14 35.71% 1.1
TDB
6668
Thompson David Blair
$175M – – 2.19% – 172 – 0.5
Echo45 Advisors
6669
Echo45 Advisors
California
$175M +$4.65M +3% 1.31% 53.6% 76 26.32% 2
Godshalk Welsh Capital Management
6670
Godshalk Welsh Capital Management
Pennsylvania
$175M +$809K +0.5% 1.44% 61.1% 139 10.79% 6.4
Kellett Wealth Advisors
6671
Kellett Wealth Advisors
Ohio
$175M +$9.37M +6% 2.21% 76.3% 84 15.48% 2.2
Lepercq De Neuflize Asset Management
6672
Lepercq De Neuflize Asset Management
New York
$175M +$1.6M +0.9% 2.45% – 19 63.16% 0.3
QAM
6673
QSM Asset Management
United Kingdom
$175M +$34.8M +25% 3.11% – 22 13.64% 0.7
LAM Group
6674
LAM Group
Oregon
$175M +$13.4M +8% 2.76% 61.8% 75 5.33% 2.7
Howard Hughes Medical Institute
6675
Howard Hughes Medical Institute
Maryland
$175M +$4.07M +2% 2.49% 70.9% 506 2.37% 0.5