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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)
Ionic Capital Management
2376
Ionic Capital Management
New York
$958M +$609M +174% 15.4% 163% 190 57.37% 0.6
MayTech Global Investments
2377
MayTech Global Investments
New York
$958M -$7.17M -0.7% 6.05% 158% 25 8% 5.1
Folger Nolan Fleming Douglas Capital Management
2378
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$958M +$56.5M +6% 6.62% 77.5% 168 5.95% 8.7
Lodestar Private Asset Management
2379
Lodestar Private Asset Management
California
$958M +$89.9M +10% 6.96% 64.4% 231 6.49% 2.3
Stansberry Asset Management
2380
Stansberry Asset Management
Texas
$956M +$40.9M +4% 7.63% 79.6% 155 17.42% 2.2
Anatole Investment Management
2381
Anatole Investment Management
Hong Kong
$956M +$375M +65% 56.5% 3,486% 21 71.43% 0.2
Marble Harbor Investment Counsel
2382
Marble Harbor Investment Counsel
Massachusetts
$955M +$36.6M +4% 7.09% 66.7% 209 12.44% 7.1
Irenic Capital Management
2383
Irenic Capital Management
New York
$955M +$277M +41% 12.8% 93.6% 29 51.72% 1
TA
2384
TCM Advisors
West Virginia
$954M -$126M -12% 6.2% 56.1% 65 0% 2.9
Cutler Investment Counsel
2385
Cutler Investment Counsel
Oregon
$954M +$55.1M +6% 5.47% 61.8% 143 5.59% 5.2
Quest Investment Management
2386
Quest Investment Management
Oregon
$953M +$42.4M +5% 7.99% 105% 138 9.42% 3.4
Planning Center Inc
2387
Planning Center Inc
Illinois
$953M +$48.3M +5% 4.06% 38.9% 75 2.67% 2.4
Tanager Wealth Management
2388
Tanager Wealth Management
United Kingdom
$952M +$105M +12% 7.46% 53.4% 136 12.5% 1.8
Relyea Zuckerberg Hanson
2389
Relyea Zuckerberg Hanson
Connecticut
$951M +$97.9M +11% 9.19% 95.9% 279 10.39% 3
PSG Equity
2390
PSG Equity
Massachusetts
$951M +$53.8M +6% 6% 13.7% 1 0% 3.8
Spirepoint Private Client
2391
Spirepoint Private Client
Florida
$951M +$65.6M +7% 6.89% – 287 21.6% 1
Rock Creek Group
2392
Rock Creek Group
District of Columbia
$950M +$97.3M +11% 3.27% 37.2% 59 18.64% 1.7
Dymon Asia Capital (Singapore)
2393
Dymon Asia Capital (Singapore)
Singapore
$949M +$226M +31% 22.2% 268% 309 66.99% 0.2
PGCM
2394
Prescott Group Capital Management
Oklahoma
$949M +$101M +12% 22.1% 148% 254 12.99% 2.5
SeaCrest Wealth Management
2395
SeaCrest Wealth Management
New York
$948M +$27.1M +3% 12.6% 153% 684 17.98% 4.1
Consolidated Planning Corp
2396
Consolidated Planning Corp
Georgia
$948M +$151M +19% 8% 84.6% 220 29.55% 2.1
HoldCo Asset Management
2397
HoldCo Asset Management
Florida
$948M +$309M +48% 11.8% – 27 14.81% 2.3
ICICI Prudential Asset Management
2398
ICICI Prudential Asset Management
India
$947M +$144M +18% 6.63% 62.1% 165 9.7% 3
GWSG
2399
GPS Wealth Strategies Group
Colorado
$947M +$78.2M +9% 9.42% 118% 1,712 7.42% 1.8
Continuum Advisory
2400
Continuum Advisory
Idaho
$946M +$115M +14% 8.59% 77% 460 13.7% 3.4