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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)
Hudson Valley Investment Advisors
2351
Hudson Valley Investment Advisors
New York
$837M -$45.8M -5% 3.36% 102% 181 8.84% 6.4
LVW Advisors
2352
LVW Advisors
New York
$836M +$5.8M +0.7% 0.4% 79.1% 330 15.15% 3.3
Private Capital Advisors
2353
Private Capital Advisors
Connecticut
$836M -$3.77M -0.4% 1.13% 132% 85 22.35% 5.7
Discovery Capital Management
2354
Discovery Capital Management
Connecticut
$836M -$638M -43% 0.64% 871% 95 58.95% 0.6
Rakuten Group
2355
Rakuten Group
Japan
$836M – – 5.31% – 2 – 0
Longbow Finance
2356
Longbow Finance
Switzerland
$835M -$80.3M -9% 1.88% 162% 97 43.3% 0.7
Spectrum Wealth Counsel
2357
Spectrum Wealth Counsel
Indiana
$833M -$17.8M -2% 2.1% – 403 19.11% 0.9
Cortland Associates
2358
Cortland Associates
Missouri
$833M -$46.6M -5% 0.97% 58.4% 60 8.33% 6.2
Stansberry Asset Management
2359
Stansberry Asset Management
Texas
$833M +$62.3M +8% 2.96% 79.6% 133 12.03% 2.3
Cutler Investment Counsel
2360
Cutler Investment Counsel
Oregon
$832M +$28.6M +4% 1.55% 61.8% 137 8.76% 5
MHR Fund Management
2361
MHR Fund Management
New York
$832M -$72.3M -8% 0.63% 332% 10 20% 4.6
Baldwin Investment Management
2362
Baldwin Investment Management
Pennsylvania
$832M +$64.1M +8% 8.53% 74.8% 213 12.68% 5.5
Winthrop Advisory Group
2363
Winthrop Advisory Group
Massachusetts
$832M -$1.48M -0.2% 3.86% 78.3% 168 14.29% 3.7
Toth Financial Advisory
2364
Toth Financial Advisory
Virginia
$831M -$19.5M -2% 0.34% 90.4% 774 16.67% 4.1
Sierra Capital
2365
Sierra Capital
Florida
$830M -$13.3M -2% 0.9% 32.4% 203 9.85% 2.7
49 Wealth Management
2366
49 Wealth Management
Texas
$830M +$128M +18% 1.83% – 209 26.79% 0.7
Sagefield Capital
2367
Sagefield Capital
Texas
$830M -$92.1M -10% 3.14% 115% 137 54.74% 0.8
Running Oak Capital
2368
Running Oak Capital
Minnesota
$829M +$63.1M +8% 0.29% 40.8% 59 8.47% 2.8
KWB Wealth
2369
KWB Wealth
California
$829M +$22M +3% 1.92% 54.8% 154 11.69% 2.1
Pekin Hardy Strauss
2370
Pekin Hardy Strauss
Illinois
$827M +$38.2M +5% 7.4% 105% 393 17.05% 4
Wealth Alliance
2371
Wealth Alliance
New York
$826M -$9.9M -1% 1.25% 75.7% 552 17.57% 3
Harbour Trust & Investment Management
2372
Harbour Trust & Investment Management
Indiana
$826M -$52.6M -6% 3.21% 116% 160 7.5% 1.2
AP
2373
Archon Partners
New Jersey
$826M -$33.8M -4% 0.7% 99.5% 43 20.93% 6
Sora Investors
2374
Sora Investors
Pennsylvania
$825M -$75.3M -8% 9.49% 179% 89 51.69% 0.4
Naviter Wealth
2375
Naviter Wealth
Arkansas
$825M -$4.11M -0.5% 0.18% 87.1% 295 12.88% 1.8