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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)
Merriman Wealth Management
2251
Merriman Wealth Management
Washington
$519M +$24.5M +5% 8.6% 18.3% 197 19.8% 1.5
Atika Capital Management
2252
Atika Capital Management
New York
$518M +$42.9M +9% 24.2% 811% 98 46.94% 0.9
Cabot Wealth Management
2253
Cabot Wealth Management
Massachusetts
$518M +$44.5M +9% 9.42% 69.3% 136 8.82% 3.7
Maple Capital Management
2254
Maple Capital Management
Vermont
$517M +$52.7M +11% 7.26% 100% 128 11.72% 3.9
Alpha Wave Global
2255
Alpha Wave Global
New York
$517M -$16M -3% 10.6% 226% 25 36% 0.7
SAM
2256
Skyline Asset Management
Illinois
$517M +$10.4M +2% 11.3% 26.1% 63 15.87% 3.5
Van Hulzen Asset Management
2257
Van Hulzen Asset Management
California
$516M +$43.1M +9% 8.89% 86.3% 302 21.52% 1.9
Main Management ETF Advisors
2258
Main Management ETF Advisors
California
$516M +$55.9M +12% 9.34% 97.2% 12 0% 1.3
Bronte Capital Management
2259
Bronte Capital Management
Australia
$515M +$154M +43% 10.3% 123% 12 25% 0.8
Verity & Verity
2260
Verity & Verity
South Carolina
$515M +$42.8M +9% 6.89% 90.4% 118 6.78% 3.4
United Asset Strategies
2261
United Asset Strategies
New York
$515M +$58.2M +13% 7.34% 111% 218 26.15% 1.9
Shanda Asset Management Holdings
2262
Shanda Asset Management Holdings
British Virgin Islands
$515M -$6.56M -1% 3.55% 125% 40 42.5% 0.9
Valley Forge Capital Management
2263
Valley Forge Capital Management
Florida
$515M +$66.4M +15% 14.6% 49% 9 0% 2.5
QVT Financial
2264
QVT Financial
New York
$514M +$27.4M +6% 16.5% 267% 57 17.54% 1.9
Berkshire Money Management
2265
Berkshire Money Management
Massachusetts
$514M +$29.8M +6% 6.03% 61.8% 38 10.53% 2.3
Arrow Financial
2266
Arrow Financial
New York
$513M +$31.4M +7% 8.37% 71.1% 339 10.62% 4.7
BC
2267
Bruce & Co
Illinois
$513M +$30.9M +6% 6.19% 94.5% 42 2.38% 3.9
AIC
2268
AWM Investment Company
New York
$512M +$40.5M +9% 14.8% 778% 95 16.84% 2.4
JCM
2269
JD Capital Management
Connecticut
$511M +$149M +41% 0.45% 47.8% 19 31.58% 1.1
Mechanics Bank - Trust Department
2270
Mechanics Bank - Trust Department
California
$510M +$12.3M +2% 7.3% 76.8% 234 28.21% 3.8
LVZ Inc
2271
LVZ Inc
Michigan
$510M +$47.8M +10% 5.86% 52.9% 92 20.65% 1.6
OM
2272
Opaleye Management
Massachusetts
$510M +$233M +84% 109% 748% 56 28.57% 1.2
Indus Capital Partners
2273
Indus Capital Partners
New York
$510M -$90.5M -15% 15.8% 117% 45 37.78% 1.1
Evanson Asset Management
2274
Evanson Asset Management
California
$509M +$22M +5% 8.9% 66.6% 246 8.54% 3.9
Marks Group Wealth Management
2275
Marks Group Wealth Management
Minnesota
$508M – – 7.21% 62.8% 236 – 0