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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)
LR
6701
Library Research
Hong Kong
$63.6M -$12M -16% 3.04% 22.4% 4 0% 1.9
FSC Wealth Advisors
6702
FSC Wealth Advisors
New York
$63.3M +$4.81M +8% 2.38% 66.4% 188 25.53% 0.9
Offit Capital Advisors
6703
Offit Capital Advisors
New York
$63.2M -$16.6M -21% 20.8% – 1 0% 1.3
Mangham Associates
6704
Mangham Associates
Virginia
$63.2M -$5.66M -8% 5.31% 24.4% 19 0% 1.5
Norwood Financial
6705
Norwood Financial
Pennsylvania
$63.1M -$398K -0.6% 1.16% – 283 1.77% 1.2
JCG
6706
John C. Goff
$62.8M -$4.48M -7% 5.93% – 6 16.67% 0.9
West Rim Capital Associates II
6707
West Rim Capital Associates II
Utah
$62.8M +$3.16M +5% 5.31% – 2 0% 1.3
CCA
6708
Covey Capital Advisors
Georgia
$62.7M +$1.37M +2% 11.2% 118% 31 6.45% 3.8
Stone Asset Management
6709
Stone Asset Management
Texas
$62.6M -$98.5M -61% 6.55% – 43 18.6% 1.1
Commons Capital
6710
Commons Capital
Massachusetts
$62.4M +$1.67M +3% 21.5% 166% 85 16.47% 1.1
Macroview Investment Management
6711
Macroview Investment Management
Maryland
$62.4M +$4.13M +7% 6.44% 76.6% 526 27% 2.5
DLDF
6712
Dan L. Duncan Foundation
Texas
$62.2M +$3.1M +5% 6.45% 11.8% 2 0% 2.3
JC
6713
JCSD Capital
California
$61.9M -$12.8M -17% 8.57% – 72 31.94% 1.5
AC
6714
Anson Capital
Georgia
$61.8M -$13.9M -18% 3.92% 50.5% 84 42.86% 0.7
USA Financial Formulas
6715
USA Financial Formulas
Michigan
$61.7M – – 5.26% 104% 424 – 1.5
Resonate Capital
6716
Resonate Capital
California
$61.7M +$441K +0.7% 17.4% – 23 26.09% 1.1
SPAS
6717
Spectrum Planning & Advisory Services
California
$61.6M -$11.7M -16% 6.61% – 48 37.5% 1.3
Syncona Portfolio
6718
Syncona Portfolio
Guernsey
$61.5M -$1.49M -2% 2.22% 24% 4 0% 1.3
Prime Movers Lab
6719
Prime Movers Lab
Wyoming
$61.5M -$22.9M -27% 0% – 5 0% 0.3
Synergy Financial Group
6720
Synergy Financial Group
California
$61.5M +$10.9M +21% 26.9% 133% 83 18.07% 1
Wealthspring Capital
6721
Wealthspring Capital
New York
$61.3M -$5.55M -8% 2.27% 22.6% 224 57.14% 0.7
QP Wealth Management
6722
QP Wealth Management
New Jersey
$61.1M -$3.13M -5% 9.73% – 76 26.32% 1.8
GC
6723
Gratia Capital
California
$60.6M +$9.9M +19% 15.3% 42.4% 26 38.46% 0.7
Baymount Management
6724
Baymount Management
Florida
$60.4M -$57.7M -49% 4.05% – 17 94.12% 0
High Pines Wealth Management
6725
High Pines Wealth Management
Massachusetts
$60.2M +$3.2M +6% 7.19% 28.3% 33 9.09% 2