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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)
Perigon Wealth Management
2376
Perigon Wealth Management
California
$427M -$2.92M -0.7% 3.04% 104% 259 19.69% 2.2
HighPoint Advisor Group
2377
HighPoint Advisor Group
Illinois
$427M +$18.6M +5% 3.86% – 514 39.69% 1.6
Symmetry Peak Management
2378
Symmetry Peak Management
Pennsylvania
$427M +$10.6M +3% 10.6% 320% 263 70.34% 0.3
Glendon Capital Management
2379
Glendon Capital Management
California
$427M +$22.1M +5% 8.85% 142% 26 3.85% 2.7
Grosvenor Holdings
2380
Grosvenor Holdings
Illinois
$427M +$75.8M +22% 9.63% 54.3% 18 27.78% 0.6
RBO & Co
2381
RBO & Co
California
$426M +$10.2M +2% 4.12% 27.9% 43 9.3% 4.6
Adelphi Capital
2382
Adelphi Capital
United Kingdom
$426M -$56.2M -12% 1.34% – 3 0% 2
RIA
2383
RPG Investment Advisory
California
$425M -$2.52M -0.6% 1.65% 186% 301 15.95% 1.8
RI
2384
RPTC Inc
Wyoming
$425M +$3.82M +0.9% 0.57% 66.4% 11 0% 1.7
PAM
2385
Premier Asset Management
Illinois
$424M +$4.34M +1% 2.88% 104% 154 33.77% 2.1
Bruderman Asset Management
2386
Bruderman Asset Management
New York
$424M -$32.3M -7% 6.4% 31.7% 672 83.33% 2.8
Avidian Wealth Enterprises
2387
Avidian Wealth Enterprises
Texas
$423M -$27M -6% 3.92% 71.7% 166 31.93% 1.3
Nelson Capital Management
2388
Nelson Capital Management
California
$423M +$22M +5% 4.76% 121% 361 26.04% 2.6
Engle Capital Management
2389
Engle Capital Management
Connecticut
$422M +$37.3M +10% 12.5% 398% 26 34.62% 0.9
Valley Forge Capital Management
2390
Valley Forge Capital Management
Florida
$422M +$44M +12% 9.9% 49% 9 0% 2
Biondo Investment Advisors
2391
Biondo Investment Advisors
Pennsylvania
$422M +$23.2M +6% 4.87% 83.4% 90 12.22% 2.6
Bristlecone Advisors
2392
Bristlecone Advisors
Washington
$421M +$64.2M +18% 4.8% 103% 180 48.89% 1.6
SCM
2393
Schneider Capital Management
Pennsylvania
$421M -$17M -4% 8.02% 52.5% 48 18.75% 2.4
Sprott Inc
2394
Sprott Inc
Ontario, Canada
$421M -$40M -9% 2.49% 203% 109 20.18% 2.4
Capital International
2395
Capital International
California
$421M +$3.12M +0.7% 3.41% 147% 139 5.04% 2.8
Cardano Risk Management
2396
Cardano Risk Management
Netherlands
$421M +$22M +6% 4.63% 200% 4 0% 0.5
Quantum Capital Management (New Jersey)
2397
Quantum Capital Management (New Jersey)
New Jersey
$420M +$15.1M +4% 7.8% 22.7% 37 5.41% 3.9
Money Design
2398
Money Design
Japan
$420M +$44.2M +12% 2.17% 26.4% 53 15.09% 1
Qube Research & Technologies (QRT)
2399
Qube Research & Technologies (QRT)
United Kingdom
$420M -$337M -45% 3.78% 69.2% 607 68.7% 0.3
RVW Wealth
2400
RVW Wealth
California
$420M +$27.8M +7% 2.15% 65.8% 70 15.71% 0.2