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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)
West Coast Financial
2376
West Coast Financial
California
$469M +$27.6M +6% 8.4% 22.2% 111 6.31% 4.1
AGM
2377
Alpine Global Management
New York
$469M +$78.5M +20% 10.7% 149% 466 93.78% 0.1
Hudson Valley Investment Advisors
2378
Hudson Valley Investment Advisors
New York
$469M +$37M +9% 8.3% 102% 173 5.2% 4.2
Element Capital Management
2379
Element Capital Management
New York
$468M -$680M -59% 10.7% 49.4% 251 94.82% 0.3
Kora Management
2380
Kora Management
New York
$468M +$91.2M +24% 25.5% 307% 8 0% 2.3
MRCP
2381
Manor Road Capital Partners
New York
$467M -$50.7M -10% 7.32% 78.3% 11 27.27% 1.8
JOYN Advisors
2382
JOYN Advisors
Georgia
$467M +$14.4M +3% 7.16% 0.77% 132 15.91% 1.9
Hartline Investment Corp
2383
Hartline Investment Corp
Illinois
$467M +$51.2M +12% 13% 201% 120 10.83% 3.8
NatWest Group
2384
NatWest Group
United Kingdom
$466M +$52.9M +13% 7.14% 207% 86 12.79% 3.9
AH Equity Partners III
2385
AH Equity Partners III
California
$466M -$150M -24% 1.85% 42.6% 3 0% 2.1
PrairieView Partners
2386
PrairieView Partners
Minnesota
$465M +$32.8M +8% 5.67% 34% 88 9.09% 1.1
Engle Capital Management
2387
Engle Capital Management
Connecticut
$465M +$88.3M +23% 7.65% 398% 24 41.67% 0.9
5AM Venture Management
2388
5AM Venture Management
California
$465M – – 62.8% 546% 9 – 0
Ropes Wealth Advisors
2389
Ropes Wealth Advisors
Massachusetts
$464M -$7.15M -2% 10.8% 71% 575 10.09% 2.9
Jaffetilchin Investment Partners
2390
Jaffetilchin Investment Partners
Florida
$463M +$44.8M +11% 7.54% 88.1% 256 27.34% 1.5
Financial Architects (New Jersey)
2391
Financial Architects (New Jersey)
New Jersey
$463M +$34.9M +8% 6.68% 31.3% 1,051 17.98% 3
MV Capital Management
2392
MV Capital Management
Maryland
$463M +$23.2M +5% 4.25% 67.6% 415 20% 3.1
Lee Financial
2393
Lee Financial
Texas
$463M +$18.3M +4% 5.66% 75% 538 7.25% 2
Windham Capital Management
2394
Windham Capital Management
Massachusetts
$462M +$13.3M +3% 3.74% 8.3% 75 17.33% 1.5
Tortoise Index Solutions
2395
Tortoise Index Solutions
Kansas
$462M +$130M +39% 0.1% 52.2% 157 31.85% 2.6
Avalon Global Asset Management
2396
Avalon Global Asset Management
California
$462M +$169M +58% 11.4% 278% 46 54.35% 2.3
Liberty One Investment Management
2397
Liberty One Investment Management
Illinois
$462M – – 3.97% 40.3% 117 – 0
W.L. Ross & Co
2398
W.L. Ross & Co
Texas
$462M – – 34.3% – 3 – 0
Pacific Global Investment Management
2399
Pacific Global Investment Management
California
$462M +$33.2M +8% 8.91% 48% 207 6.28% 4.7
CCM
2400
Cohen Capital Management
California
$461M +$26.2M +6% 7.34% 91.5% 146 10.27% 4.4