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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)
Hilton Capital Management
1901
Hilton Capital Management
New York
$815M -$121M -13% 6.36% 58.2% 141 27.66% 2.1
GPCM
1902
Greenbrier Partners Capital Management
Texas
$814M -$246M -23% 22.4% 96.1% 15 0% 7.2
BDO Wealth Advisors
1903
BDO Wealth Advisors
Florida
$813M -$124M -13% 12.8% 38.3% 1,145 6.99% 2.4
Strategic Blueprint
1904
Strategic Blueprint
Georgia
$812M -$48.8M -6% 13.3% 82.1% 568 24.82% 1.2
Taurus Asset Management
1905
Taurus Asset Management
New York
$811M -$182M -18% 15.5% 26.9% 92 8.7% 5.9
Foster Dykema Cabot & Co
1906
Foster Dykema Cabot & Co
Massachusetts
$811M -$18.3M -2% 11.8% 34% 117 28.21% 4.6
Novare Capital Management
1907
Novare Capital Management
North Carolina
$810M -$128M -14% 12.6% 76.5% 186 18.28% 3.7
RPGK
1908
Retirement Planning Group (Kansas)
Kansas
$810M -$105M -11% 13.9% 54.7% 137 40.88% 2.9
SPC Financial Inc
1909
SPC Financial Inc
Maryland
$810M -$51.4M -6% 8.54% 65.1% 209 19.62% 3.3
Ghisallo Capital Management
1910
Ghisallo Capital Management
Massachusetts
$810M -$112M -12% 3.27% 122% 340 35.59% 0.7
McDaniel Terry & Co
1911
McDaniel Terry & Co
Texas
$810M -$115M -12% 12.7% 57.9% 103 13.59% 4.5
SGCIA
1912
Smith Graham & Co Investment Advisors
Texas
$810M -$153M -16% 13.5% 56.9% 140 2.86% 6
Woodmont Investment Counsel
1913
Woodmont Investment Counsel
Tennessee
$810M -$56M -6% 10.9% 66.8% 249 5.62% 4.5
Bristlecone Advisors
1914
Bristlecone Advisors
Washington
$810M -$4.59M -0.6% 16.3% 103% 251 13.15% 3.1
Jag Capital Management
1915
Jag Capital Management
Missouri
$809M -$202M -20% 17.7% 230% 258 51.16% 2.7
Southernsun Asset Management
1916
Southernsun Asset Management
Tennessee
$807M -$120M -13% 8.11% 54.7% 31 12.9% 5.4
MMBG Investment Advisors
1917
MMBG Investment Advisors
Florida
$806M -$153M -16% 18.8% 118% 164 8.54% 0.5
Clough Capital Partners
1918
Clough Capital Partners
Massachusetts
$806M -$512M -39% 10.9% 175% 135 57.04% 0.9
Wellington Shields Capital Management
1919
Wellington Shields Capital Management
New York
$806M -$108M -12% 7.37% 137% 329 11.25% 3.7
Summit Securities Group
1920
Summit Securities Group
New York
$805M -$89.5M -10% 13.4% 136% 1,327 44.69% 0.6
Conservest Capital Advisors
1921
Conservest Capital Advisors
Pennsylvania
$803M -$99.3M -11% 13.3% 58.6% 101 22.77% 3.3
Voya Financial Advisors
1922
Voya Financial Advisors
Connecticut
$803M -$71.4M -8% 11.7% 44.8% 273 13.55% 4.6
Kontiki Capital Management (HK)
1923
Kontiki Capital Management (HK)
Hong Kong
$803M +$179M +29% 13.4% 90.6% 7 0% 2.8
Bank Hapoalim BM
1924
Bank Hapoalim BM
Israel
$803M -$158M -16% 15.6% 76.6% 202 17.82% 3
American Assets Investment Management
1925
American Assets Investment Management
California
$801M -$144M -15% 11.7% 507% 178 5.06% 4