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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)
Electron Capital Partners
1451
Electron Capital Partners
New York
$2.15B -$54.2M -2% 8.39% 333% 47 36.17% 1.7
Pine Valley Investments
1452
Pine Valley Investments
New Jersey
$2.15B +$115M +6% 4.95% 93.9% 593 6.58% 1.9
Kovack Advisors
1453
Kovack Advisors
Florida
$2.15B +$1.09B +103% 3.5% 118% 1,031 42.48% 2.2
Maj Invest Holding A/S
1454
Maj Invest Holding A/S
Denmark
$2.15B -$777M -27% 4.28% 106% 42 9.52% 3.7
Invenomic Capital Management
1455
Invenomic Capital Management
Massachusetts
$2.15B +$82.6M +4% 1.8% 6.61% 174 33.33% 1
Diversify Wealth Management
1456
Diversify Wealth Management
Utah
$2.14B +$411M +24% 1.53% – 638 17.71% 1
Divisadero Street Capital Management
1457
Divisadero Street Capital Management
Florida
$2.14B -$154M -7% 11.5% 718% 186 60.22% 0.7
Index Fund Advisors
1458
Index Fund Advisors
California
$2.13B +$69.5M +3% 2.92% 58.2% 150 6% 1.9
Reynders McVeigh Capital Management
1459
Reynders McVeigh Capital Management
Massachusetts
$2.13B -$2.16M -0.1% 3.51% 119% 207 8.21% 7.5
Ocean Park Asset Management
1460
Ocean Park Asset Management
California
$2.13B -$296M -12% 0.19% 19.3% 106 31.13% 0.9
Heard Capital LLC
1461
Heard Capital LLC
Illinois
$2.13B +$68.8M +3% 3.04% 161% 21 0% 4.9
Sax Wealth Advisors
1462
Sax Wealth Advisors
New Jersey
$2.13B +$265M +14% 2.35% 64.3% 512 19.14% 1.7
W.R. Berkley Corp
1463
W.R. Berkley Corp
Connecticut
$2.13B +$390M +22% 1.34% 38.7% 321 38.01% 0.5
CloudAlpha Capital Management
1464
CloudAlpha Capital Management
Hong Kong
$2.12B -$660M -24% 23.6% 2,704% 87 70.11% 0.3
BSN Capital Partners
1465
BSN Capital Partners
United Kingdom
$2.12B +$849M +67% 1.31% 183% 33 78.79% 0.3
PFG Investments
1466
PFG Investments
New York
$2.12B +$196M +10% 2.3% 106% 1,233 16.63% 1.6
Flagship Harbor Advisors
1467
Flagship Harbor Advisors
Massachusetts
$2.12B -$180M -8% 2.08% 75.7% 2,327 67.73% 1.5
Rivernorth Capital Management
1468
Rivernorth Capital Management
Florida
$2.12B +$362M +21% 0.94% 9.04% 563 30.2% 1.1
Sound Income Strategies
1469
Sound Income Strategies
Florida
$2.11B +$284M +16% 0.71% 31.4% 2,583 37.48% 2.1
Mason Investment Advisory Services
1470
Mason Investment Advisory Services
Virginia
$2.11B +$100M +5% 4.43% 76.1% 84 9.52% 3.8
Halbert Hargrove Global Advisors
1471
Halbert Hargrove Global Advisors
California
$2.11B +$45.4M +2% 2.3% 68.2% 768 56.51% 1.5
Investment House LLC
1472
Investment House LLC
California
$2.1B -$4.74M -0.2% 3.4% 137% 237 15.19% 6.7
Woodley Farra Manion Portfolio Management
1473
Woodley Farra Manion Portfolio Management
Indiana
$2.1B -$22.7M -1% 3.76% 68.1% 124 13.71% 4.5
Hardman Johnston Global Advisors
1474
Hardman Johnston Global Advisors
Connecticut
$2.1B +$63.6M +3% 5.63% 129% 75 9.33% 6.5
Empirical Finance
1475
Empirical Finance
Pennsylvania
$2.1B -$3.99M -0.2% 5.08% 124% 513 7.6% 4.5