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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)
FFT Wealth Management
1801
FFT Wealth Management
Pennsylvania
$1.33B +$8.26M +0.6% 0.84% 65.6% 186 12.37% 2
HG Vora Capital Management
1802
HG Vora Capital Management
New York
$1.33B -$38.7M -3% 9.44% 42.6% 10 0% 2.5
Robert Wood Johnson Foundation
1803
Robert Wood Johnson Foundation
New Jersey
$1.32B -$339M -20% 10.1% 3.79% 2 0% 8.1
Invictus Private Wealth
1804
Invictus Private Wealth
Colorado
$1.32B +$52.6M +4% 3.89% 84.2% 87 12.64% 1.8
Hamilton Capital
1805
Hamilton Capital
Ohio
$1.32B -$34.2M -3% 2.58% – 140 15.71% 2.5
Advocacy Wealth Management Services
1806
Advocacy Wealth Management Services
Georgia
$1.32B +$41.2M +3% 1.5% 48.3% 63 36.51% 2
American Trust
1807
American Trust
Kentucky
$1.31B +$102M +8% 0.2% 59% 347 36.02% 1.5
Fragasso Financial Advisors
1808
Fragasso Financial Advisors
Pennsylvania
$1.31B +$9.07M +0.7% 0.03% 73.7% 275 10.91% 3.8
Vestor Capital
1809
Vestor Capital
Illinois
$1.31B +$39.7M +3% 11.4% 188% 287 19.51% 3.7
First Trust Capital Management
1810
First Trust Capital Management
Illinois
$1.31B -$189M -13% 4.7% 214% 143 54.55% 0.6
Parcion Private Wealth
1811
Parcion Private Wealth
Washington
$1.31B +$107M +9% 2.09% 114% 254 12.6% 2.6
Maren Capital
1812
Maren Capital
Illinois
$1.31B +$93.9M +8% 1% – 28 14.29% 0.9
Windward Capital Management
1813
Windward Capital Management
California
$1.31B -$2.62M -0.2% 2.77% 78.5% 84 0% 6.2
Wesleyan Assurance Society
1814
Wesleyan Assurance Society
United Kingdom
$1.31B +$45.4M +4% 0.49% 102% 108 3.7% 4.6
Alerus Financial
1815
Alerus Financial
North Dakota
$1.31B -$56.6M -4% 0.99% 97.1% 172 17.44% 4
Foster Victor Wealth Advisors
1816
Foster Victor Wealth Advisors
South Carolina
$1.31B +$57.4M +5% 0.82% 78.2% 203 11.82% 3.1
Schechter Investment Advisors
1817
Schechter Investment Advisors
Michigan
$1.31B -$51.7M -4% 1.19% 36.1% 732 16.8% 1.9
Private Wealth Partners
1818
Private Wealth Partners
California
$1.31B +$50.3M +4% 3.84% 132% 185 15.68% 3.8
Sonora Investment Management Group
1819
Sonora Investment Management Group
Arizona
$1.31B -$44.6M -3% 0.76% 78.3% 313 12.78% 2.1
Willis Johnson & Associates
1820
Willis Johnson & Associates
Texas
$1.3B -$14.5M -1% 1.92% 50.9% 182 20.33% 2.2
Goldentree Asset Management
1821
Goldentree Asset Management
New York
$1.3B +$49.7M +4% 0.78% 27.7% 37 43.24% 1.3
Mesirow Institutional Investment Management
1822
Mesirow Institutional Investment Management
Illinois
$1.3B -$9.24M -0.7% 1.87% – 145 23.45% 1
Needham Investment Management
1823
Needham Investment Management
New York
$1.3B -$5.77M -0.4% 2.1% 424% 157 11.46% 4.4
Campbell & Co Investment Adviser
1824
Campbell & Co Investment Adviser
Maryland
$1.3B -$47.1M -4% 2.79% 31% 1,438 55.84% 0.5
Shufro Rose & Co
1825
Shufro Rose & Co
New York
$1.29B +$61.5M +5% 1.26% 68.1% 333 15.02% 5.1