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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)
Stonebridge Financial Group (Pennsylvania)
2151
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.32B +$102M +8% 9.92% – 291 15.46% 1.2
Brandywine Oak Private Wealth
2152
Brandywine Oak Private Wealth
Pennsylvania
$1.32B +$128M +11% 10.6% 62.2% 249 9.64% 5.1
Leith Wheeler Investment Counsel
2153
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.32B +$107M +9% 12% 52.3% 90 12.22% 2.5
Insight Holdings Group
2154
Insight Holdings Group
New York
$1.32B -$109M -8% 19.7% 111% 35 34.29% 1
Radcliffe Capital Management
2155
Radcliffe Capital Management
Pennsylvania
$1.32B -$18.9M -1% 1.09% 4.8% 508 32.87% 0.4
Sone Capital Management
2156
Sone Capital Management
New York
$1.31B +$122M +10% 3.6% – 134 44.03% 0.5
Advanced Micro Devices
2157
Advanced Micro Devices
California
$1.31B +$1.14B +652% 40% – 7 57.14% 0.2
Ninepoint Partners
2158
Ninepoint Partners
Ontario, Canada
$1.31B -$89.1M -6% 3.21% 82.6% 189 33.86% 1.1
Parker Investment Management
2159
Parker Investment Management
California
$1.31B +$651M +99% 29.9% 208% 49 24.49% 3.8
Journey Advisory Group
2160
Journey Advisory Group
Kentucky
$1.31B +$135M +12% 10.8% 66.2% 289 17.99% 3
Flat Footed LLC
2161
Flat Footed LLC
Wyoming
$1.31B +$387M +42% 14.6% 152% 50 36% 0.6
Bramshill Investments
2162
Bramshill Investments
Florida
$1.31B +$147M +13% 0.66% 3.6% 189 34.92% 1.4
SlateStone Wealth
2163
SlateStone Wealth
Florida
$1.31B +$92.9M +8% 12.8% 79.1% 306 8.17% 3.6
GAM Holding
2164
GAM Holding
Switzerland
$1.31B +$166M +15% 22.5% 130% 317 26.81% 2.3
Sora Investors
2165
Sora Investors
Pennsylvania
$1.3B +$218M +20% 54.1% 179% 103 51.46% 0.6
TA
2166
TCM Advisors
West Virginia
$1.3B -$55.2M -4% 10.3% 56.1% 67 0% 3.5
Payden & Rygel
2167
Payden & Rygel
California
$1.3B +$3.86M +0.3% 13% 113% 142 27.46% 4.2
QV Investors
2168
QV Investors
Alberta, Canada
$1.3B +$63.6M +5% 8.49% 68.3% 68 4.41% 4.3
Koss-Olinger Consulting
2169
Koss-Olinger Consulting
Florida
$1.3B +$105M +9% 10.5% 57.9% 263 38.02% 1.5
American Trust
2170
American Trust
Kentucky
$1.3B +$166M +15% 13.9% 59% 365 22.74% 1.5
FourThought Financial Partners
2171
FourThought Financial Partners
Florida
$1.3B +$136M +12% 17.7% 95.9% 437 22.2% 1.6
CCM Investment Advisers
2172
CCM Investment Advisers
South Carolina
$1.29B +$248M +24% 33.5% 170% 100 19% 4.7
Wescott Financial Advisory Group
2173
Wescott Financial Advisory Group
Pennsylvania
$1.29B +$150M +13% 12.5% 55.5% 206 9.22% 3.2
Syntegra Private Wealth Group
2174
Syntegra Private Wealth Group
Missouri
$1.29B +$239M +23% 11.8% 56.9% 210 13.81% 2.2
First Business Financial Services
2175
First Business Financial Services
Wisconsin
$1.29B +$165M +15% 14.9% 80.9% 206 9.22% 4.6