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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)
DT Investment Partners
2101
DT Investment Partners
Pennsylvania
$1.2B -$6.17M -0.5% 1.37% 64.3% 551 7.99% 3.5
Whitney & Co
2102
Whitney & Co
New York
$1.2B -$55.6M -4% 2.38% 110% 184 10.33% 4.6
JNBA Financial Advisors
2103
JNBA Financial Advisors
Minnesota
$1.2B +$56M +5% 0.07% 66.8% 895 19.55% 5
FountainVest China Capital Partners GP3
2104
FountainVest China Capital Partners GP3
Cayman Islands
$1.2B -$189M -14% 13.2% 121% 2 0% 4.1
Guardian Partners
2105
Guardian Partners
Canada
$1.2B -$47.9M -4% 4.32% – 217 18.89% 0.9
Amplius Wealth Advisors
2106
Amplius Wealth Advisors
Pennsylvania
$1.2B +$7.79M +0.7% 1.86% 58% 187 11.76% 2.9
Anchor Investment Management
2107
Anchor Investment Management
South Carolina
$1.2B -$32M -3% 0.65% 75.1% 1,099 7.73% 5.8
Callahan Advisors
2108
Callahan Advisors
Texas
$1.2B -$18.5M -2% 0.67% 87.7% 187 12.3% 5.8
KWMG LLC
2109
KWMG LLC
Kansas
$1.2B +$37.7M +3% 3.25% 76.2% 153 6.54% 6.3
Shay Capital
2110
Shay Capital
New York
$1.2B +$229M +24% 1.35% 166% 705 64.54% 0.5
Condor Capital Management
2111
Condor Capital Management
New Jersey
$1.2B -$38.4M -3% 3.25% 58.2% 188 10.11% 5.8
JTC Employer Solutions Trustee
2112
JTC Employer Solutions Trustee
Jersey
$1.2B -$276M -19% 3.8% 88.7% 321 5.92% 3.6
TCV Trust & Wealth Management
2113
TCV Trust & Wealth Management
Virginia
$1.19B -$45.3M -4% 0.44% 75.3% 232 9.05% 7.1
Koss-Olinger Consulting
2114
Koss-Olinger Consulting
Florida
$1.19B -$97.7M -8% 0.77% 57.9% 291 20.27% 1.3
Sone Capital Management
2115
Sone Capital Management
New York
$1.19B -$41.4M -3% 8.19% – 129 44.19% 0.5
Main Management Fund Advisors
2116
Main Management Fund Advisors
California
$1.19B +$93.9M +9% 0.4% 80% 8 37.5% 0.9
Elequin Capital
2117
Elequin Capital
New York
$1.19B -$155M -12% 1.75% 52.4% 745 61.74% 0.2
Talbot Financial
2118
Talbot Financial
Washington
$1.19B -$24.9M -2% 2.81% 118% 70 8.57% 2.4
Brandywine Oak Private Wealth
2119
Brandywine Oak Private Wealth
Pennsylvania
$1.19B -$1.99M -0.2% 0.61% 62.2% 241 7.88% 5.3
PKO Investment Management Joint-Stock
2120
PKO Investment Management Joint-Stock
Poland
$1.19B -$65M -5% 0.88% 145% 234 12.82% 3.3
Concentric Capital Strategies
2121
Concentric Capital Strategies
Connecticut
$1.19B -$893M -43% 1.28% 165% 419 66.11% 0.4
KLCM Advisors
2122
KLCM Advisors
Wisconsin
$1.19B +$21M +2% 1.4% 122% 291 16.15% 3.1
PAMJ
2123
Parvus Asset Management Jersey
Jersey
$1.18B -$750M -39% 52.6% – 1 0% 0.8
ARS Wealth Advisors Group
2124
ARS Wealth Advisors Group
Florida
$1.18B +$74.5M +7% 1.32% 89.5% 214 16.36% 2.5
J.M. Forbes & Co
2125
J.M. Forbes & Co
Massachusetts
$1.18B -$52.7M -4% 0.76% 112% 153 9.8% 6.6