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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)
Strategic Global Advisors
2401
Strategic Global Advisors
California
$623M -$1.95M -0.3% 7.49% 137% 155 22.58% 2
Adams Natural Resources Fund
2402
Adams Natural Resources Fund
Maryland
$622M -$25.2M -4% 3.03% 50.6% 56 3.57% 5.8
LCM
2403
Lonestar Capital Management
California
$622M +$184M +42% 12.1% 260% 33 33.33% 0.9
Resources Management Corp
2404
Resources Management Corp
Connecticut
$622M -$11.5M -2% 1.97% 78.5% 516 19.38% 3.2
Sunbelt Securities
2405
Sunbelt Securities
Texas
$622M +$110M +21% 7.95% 83.5% 1,651 72.62% 0.8
George Kaiser Family Foundation
2406
George Kaiser Family Foundation
Oklahoma
$621M -$56.9M -8% 10.6% 106% 49 20.41% 2.6
WealthShield Partners
2407
WealthShield Partners
North Carolina
$620M +$98.3M +19% 5.83% 71% 494 43.72% 1.3
Keebeck Wealth Management
2408
Keebeck Wealth Management
Illinois
$620M +$50.9M +9% 5.69% 81.3% 263 14.83% 2
Sage Mountain Advisors
2409
Sage Mountain Advisors
Georgia
$620M +$180M +41% 7.7% 67% 390 42.82% 1
C2C Wealth Management
2410
C2C Wealth Management
Arizona
$620M +$42.8M +7% 6.02% 77.2% 243 31.28% 0.8
Pictet North America Advisors
2411
Pictet North America Advisors
Switzerland
$619M +$38.3M +7% 11.7% 67.7% 142 22.54% 3.9
Wealth Alliance
2412
Wealth Alliance
New York
$617M +$54.1M +10% 8.95% 75.7% 540 17.59% 1.7
Sierra Capital
2413
Sierra Capital
Florida
$616M +$31.8M +5% 3.71% 32.4% 654 72.63% 1.6
Cable Hill Partners
2414
Cable Hill Partners
Oregon
$615M +$56.3M +10% 6.35% 20.3% 223 26.46% 2.3
Tompkins Financial
2415
Tompkins Financial
New York
$614M -$18.4M -3% 3.3% 84.4% 651 8.29% 3.6
American Financial Advisors
2416
American Financial Advisors
Georgia
$614M +$24.2M +4% 5.4% 52.7% 130 5.38% 2.1
Nordwand Advisors
2417
Nordwand Advisors
Pennsylvania
$614M -$188M -23% 5.36% 93% 141 63.83% 0.1
CKW Financial Group
2418
CKW Financial Group
Hawaii
$613M +$18.9M +3% 6.62% 70.3% 207 3.38% 5.5
Twele Capital Management
2419
Twele Capital Management
Minnesota
$612M +$2.56M +0.4% 4.6% 37.1% 40 0% 7.4
Goodnow Investment Group
2420
Goodnow Investment Group
Connecticut
$612M -$12.1M -2% 8.44% 131% 18 5.56% 4.4
Avala Global
2421
Avala Global
New York
$611M +$335M +121% 32.3% 552% 15 26.67% 0.2
White Mountains Insurance Group
2422
White Mountains Insurance Group
New Hampshire
$611M +$109M +22% 25.1% 105% 2 0% 1.4
Virtue Capital Management
2423
Virtue Capital Management
Tennessee
$611M -$44M -7% 4.17% 97.9% 448 27.68% 1.2
Strategic Wealth Partners Group
2424
Strategic Wealth Partners Group
Illinois
$611M +$140M +30% 6.68% – 60 18.33% 3.5
Anson Funds Management
2425
Anson Funds Management
Texas
$610M +$4.86M +0.8% 25.1% 2,010% 286 58.39% 0.6