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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)
Foster Victor Wealth Advisors
1951
Foster Victor Wealth Advisors
South Carolina
$977M +$119M +14% 9.45% 78.2% 178 14.04% 2.7
Syon Capital
1952
Syon Capital
California
$977M +$173M +22% 8.33% 74% 469 26.44% 0.2
MIM
1953
Marco Investment Management
Georgia
$976M +$107M +12% 13% 127% 210 10.48% 6.7
SP Asset Management
1954
SP Asset Management
California
$976M +$85.8M +10% 12.9% 92.4% 122 10.66% 3.5
Jacobi Capital Management
1955
Jacobi Capital Management
Pennsylvania
$975M +$90.4M +10% 9.96% 76.6% 474 10.97% 4.8
Traynor Capital Management
1956
Traynor Capital Management
Pennsylvania
$973M +$175M +22% 16.5% 244% 269 24.91% 3
WealthPLAN Partners
1957
WealthPLAN Partners
Nebraska
$973M +$112M +13% 9.19% 71.6% 348 17.53% 3.8
Alta Park Capital
1958
Alta Park Capital
California
$973M +$165M +20% 26.9% 1,071% 45 46.67% 0.8
Ledyard National Bank
1959
Ledyard National Bank
$972M +$93.3M +11% 10.2% 80.7% 211 9.48% 6.5
Glazer Capital LLC
1960
Glazer Capital LLC
New York
$971M -$565M -37% 14.3% 323% 218 56.42% 0.8
American Assets Investment Management
1961
American Assets Investment Management
California
$969M +$73.2M +8% 9.93% 520% 177 7.34% 5.2
Essex Financial Services
1962
Essex Financial Services
Connecticut
$967M +$104M +12% 9.57% 87.7% 526 13.69% 4.1
Ghisallo Capital Management
1963
Ghisallo Capital Management
Massachusetts
$967M -$11.3M -1% 13.2% 122% 180 68.33% 0.3
Silicon Valley Community Foundation
1964
Silicon Valley Community Foundation
California
$967M +$142M +17% 21.1% 309% 19 5.26% 2.4
Fifth Third Securities
1965
Fifth Third Securities
Ohio
$966M +$71.4M +8% 9.91% 62.7% 228 10.09% 1.4
Kopernik Global Investors
1966
Kopernik Global Investors
Florida
$966M +$104M +12% 14.3% 128% 37 16.22% 2.9
Beese Fulmer Investment Management
1967
Beese Fulmer Investment Management
Ohio
$966M +$78.5M +9% 10.3% 124% 227 4.85% 6.2
Berger Financial Group
1968
Berger Financial Group
Minnesota
$965M +$94.7M +11% 9.49% 59.9% 312 13.14% 1.8
Leo Wealth LLC
1969
Leo Wealth LLC
Texas
$965M – – 15.6% – 327 – 0
Power Corp of Canada
1970
Power Corp of Canada
Canada
$964M -$618M -39% 9.75% 14.4% 200 35.5% 0.9
Arrow Financial
1971
Arrow Financial
New York
$964M +$111M +13% 13.1% 71.1% 367 11.44% 6.7
Goldentree Asset Management
1972
Goldentree Asset Management
New York
$963M +$15.3M +2% 12% 27.7% 35 40% 1
Quinn Opportunity Partners
1973
Quinn Opportunity Partners
Virginia
$962M +$185M +24% 12% 77.6% 277 31.77% 1.5
Icon Wealth Advisors
1974
Icon Wealth Advisors
Texas
$961M – – 9.84% – 431 – 0.8
HEC
1975
Hudson Executive Capital
New York
$960M +$114M +13% 22.9% 127% 4 0% 3.8