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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)
TCG Crossover Management
2101
TCG Crossover Management
California
$1.02B -$157M -13% 10.9% 3,013% 41 19.51% 1.1
Rational Advisors
2102
Rational Advisors
New York
$1.02B -$16.2M -2% 0.23% 37.7% 186 52.69% 1.8
Brandywine Oak Private Wealth
2103
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$10.7M -1% 1.56% 62.2% 245 8.98% 4.4
Clearwater Capital Advisors
2104
Clearwater Capital Advisors
Illinois
$1.02B -$4.72M -0.5% 1.8% 44.7% 181 10.5% 4.6
SlateStone Wealth
2105
SlateStone Wealth
Florida
$1.02B -$91.1M -8% 1.65% 79.1% 306 8.17% 2.7
Penn Capital Management
2106
Penn Capital Management
Pennsylvania
$1.02B -$69.9M -6% 7.75% 181% 180 40% 1.8
Trinity Street Asset Management
2107
Trinity Street Asset Management
United Kingdom
$1.02B +$15.9M +2% 2.49% 76.9% 15 6.67% 2.4
Kovack Advisors
2108
Kovack Advisors
Florida
$1.02B +$74.8M +8% 4.7% 118% 646 14.86% 3
Avidity Partners Management
2109
Avidity Partners Management
Texas
$1.02B -$942M -48% 7.96% 492% 87 34.48% 1.3
Keystone Financial Group (Kentucky)
2110
Keystone Financial Group (Kentucky)
Kentucky
$1.02B +$235M +30% 5.27% 116% 409 13.45% 1.9
Gemmer Asset Management
2111
Gemmer Asset Management
California
$1.02B +$16.7M +2% 0.54% 96.8% 162 14.81% 5.1
Canandaigua National Bank & Trust
2112
Canandaigua National Bank & Trust
New York
$1.02B -$35.4M -3% 0.84% – 347 10.09% 5.2
Marks Group Wealth Management
2113
Marks Group Wealth Management
Minnesota
$1.02B -$32.2M -3% 0.08% 62.8% 302 8.28% 3.2
Goodnow Investment Group
2114
Goodnow Investment Group
Connecticut
$1.02B +$72.2M +8% 10.1% 131% 28 17.86% 3.1
Main Street Financial Solutions
2115
Main Street Financial Solutions
Pennsylvania
$1.01B -$75.1M -7% 1.4% 75.4% 580 24.48% 2.6
AL
2116
Arnhold LLC
New York
$1.01B -$15.9M -2% 4.89% 164% 121 11.57% 4.1
GA
2117
GRS Advisors
Illinois
$1.01B -$42.7M -4% 4.33% 54.3% 35 37.14% 0.7
Technology Crossover Management IX
2118
Technology Crossover Management IX
California
$1.01B +$245M +32% 33.9% 13% 6 0% 5.2
WealthPlan Investment Management
2119
WealthPlan Investment Management
Nebraska
$1.01B +$24.6M +2% 0.47% 74.2% 288 23.26% 1.4
TA
2120
TCM Advisors
West Virginia
$1.01B +$123M +14% 1.36% 56.1% 65 0% 2.3
First Business Financial Services
2121
First Business Financial Services
Wisconsin
$1.01B +$12.2M +1% 0.48% 80.9% 170 11.18% 4.6
WDA
2122
Wendell David Associates
New Hampshire
$1.01B -$34.2M -3% 1% 58.7% 161 4.97% 8.1
Transamerica Financial Advisors
2123
Transamerica Financial Advisors
Florida
$1.01B -$14M -1% 0.51% 77.1% 599 6.18% 2.5
Crescent Grove Advisors
2124
Crescent Grove Advisors
Illinois
$1.01B +$28.5M +3% 0.79% 64.1% 297 13.8% 3.4
U.S. Global Investors (USGI)
2125
U.S. Global Investors (USGI)
Texas
$1.01B -$30.1M -3% 25.9% 151% 150 26% 2.1