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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)
Alphadyne Asset Management
1851
Alphadyne Asset Management
New York
$1.21B +$582M +92% 35.4% 159% 33 87.88% 0.3
Schechter Investment Advisors
1852
Schechter Investment Advisors
Michigan
$1.21B -$91.2M -7% 0.15% 36.1% 715 18.32% 2.1
First Long Island Investors
1853
First Long Island Investors
New York
$1.21B -$44.2M -4% 1.55% 85.5% 67 4.48% 5.6
Cornerstone Wealth Group
1854
Cornerstone Wealth Group
North Carolina
$1.21B -$16.7M -1% 1.98% 108% 307 17.26% 2.1
Cahaba Wealth Management
1855
Cahaba Wealth Management
Georgia
$1.21B -$79.5K -0% 1.45% 48.7% 150 5.33% 4.2
Private Wealth Partners
1856
Private Wealth Partners
California
$1.21B -$97.5M -7% 3.86% 132% 188 22.87% 4.1
KMG Fiduciary Partners
1857
KMG Fiduciary Partners
Ohio
$1.2B -$4.21M -0.3% 2.5% 114% 292 10.27% 3.1
DNCA Finance
1858
DNCA Finance
France
$1.2B -$80.9M -6% 2.73% – 147 13.61% 0.6
Angeles Wealth Management
1859
Angeles Wealth Management
California
$1.2B -$9.7M -0.8% 2.93% 80.6% 388 10.31% 1.7
1900 Wealth Management
1860
1900 Wealth Management
Texas
$1.2B +$10.6M +0.9% 2.29% 61% 225 5.78% 3.1
Oak Ridge Investments
1861
Oak Ridge Investments
Illinois
$1.2B -$72.1M -6% 6.12% 223% 177 13.56% 3.5
Easterly Investment Partners
1862
Easterly Investment Partners
Massachusetts
$1.2B -$72.2M -6% 2.53% 57.6% 216 23.61% 2.3
Stack Financial Management
1863
Stack Financial Management
Montana
$1.2B +$107M +10% 5.78% 70% 54 9.26% 4.8
Wealthquest
1864
Wealthquest
Ohio
$1.2B -$30.7M -3% 2.12% 52.1% 142 15.49% 4.3
Coliseum Capital Management
1865
Coliseum Capital Management
Connecticut
$1.2B -$15.5M -1% 18.5% 41.1% 17 17.65% 2.8
YHB Investment Advisors
1866
YHB Investment Advisors
Connecticut
$1.2B -$20.1M -2% 2.15% 96.2% 298 9.73% 5.6
Triglav Skladi
1867
Triglav Skladi
Slovenia
$1.2B -$75.4M -6% 5.15% – 149 26.85% 0.2
Browning West
1868
Browning West
California
$1.19B +$196M +20% 0.8% 96.8% 3 0% 2.9
Charles Schwab Trust
1869
Charles Schwab Trust
Nevada
$1.19B +$29.7M +3% 0.13% 52.7% 179 18.99% 3.2
Freedom Investment Management
1870
Freedom Investment Management
Connecticut
$1.19B -$11.9M -1% 0.19% 68.5% 820 18.78% 3.4
Vantage Investment Partners
1871
Vantage Investment Partners
Missouri
$1.19B +$43.4M +4% 1.44% 77.4% 67 11.94% 4.7
KCM
1872
Kynam Capital Management
New Jersey
$1.19B -$502M -30% 21.7% 320% 36 27.78% 1.6
Howe & Rusling
1873
Howe & Rusling
New York
$1.19B +$28.7M +2% 0.31% 82% 477 23.06% 4.2
Diversified Enterprises
1874
Diversified Enterprises
Delaware
$1.19B +$137M +13% 2.7% – 308 25.97% 0.4
Koss-Olinger Consulting
1875
Koss-Olinger Consulting
Florida
$1.19B +$45.9M +4% 2.73% 57.9% 338 54.44% 0.4