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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)
Volterra Technologies
2401
Volterra Technologies
New York
$990M -$176M -15% 2.43% – 520 74.04% 0.2
SL
2402
SWF LLC
Nebraska
$989M +$13.2M +1% 1.34% 87.4% 10 0% 1.4
Petrus Trust Company
2403
Petrus Trust Company
Texas
$989M +$76M +8% 0.15% 36.9% 167 86.23% 3.5
SeaCrest Wealth Management
2404
SeaCrest Wealth Management
New York
$988M +$40.3M +4% 5.74% 153% 680 14.71% 4.2
MayTech Global Investments
2405
MayTech Global Investments
New York
$988M +$29.4M +3% 3.52% 158% 28 17.86% 4.7
Rodgers & Associates
2406
Rodgers & Associates
Pennsylvania
$988M +$17.5M +2% 0.79% 56.3% 111 9.01% 3.6
Stansberry Asset Management
2407
Stansberry Asset Management
Texas
$987M +$31.4M +3% 5.09% 79.6% 160 16.88% 2.3
Linden Thomas Advisory Services
2408
Linden Thomas Advisory Services
North Carolina
$987M -$1.56M -0.2% 1.49% 149% 493 3.65% 2.2
LVW Advisors
2409
LVW Advisors
New York
$987M +$7.36M +0.8% 2.36% 79.1% 374 15.78% 3.3
Cascade Financial Partners
2410
Cascade Financial Partners
California
$987M +$114M +13% 12.3% – 279 9.32% 1.4
Beryl Capital Management
2411
Beryl Capital Management
California
$986M +$934M +1,795% 50.2% 3,932% 21 100% 0
TritonPoint Wealth
2412
TritonPoint Wealth
Maryland
$986M -$180M -15% 5.98% 92.7% 360 27.5% 1.7
Van Cleef Asset Management
2413
Van Cleef Asset Management
Ohio
$986M +$2.16M +0.2% 1.74% 104% 120 5% 7.6
TC
2414
Torno Capital
Massachusetts
$985M -$1.31B -57% 4.52% – 145 83.45% 0.2
Warburg Pincus
2415
Warburg Pincus
New York
$984M -$363M -27% 11.4% 3.59% 4 0% 2.5
WDA
2416
Wendell David Associates
New Hampshire
$984M -$28.7M -3% 2.08% 58.7% 151 2.65% 8.8
Cynosure Group
2417
Cynosure Group
Utah
$983M +$62.4M +7% 0.17% 56.8% 539 57.14% 1.1
Heritage Trust
2418
Heritage Trust
Oklahoma
$983M +$39.1M +4% 3.61% – 310 8.71% 5
AT
2419
Arlington Trust
Alabama
$981M +$425M +76% 3.33% 65% 645 42.48% 1.5
Harbour Trust & Investment Management
2420
Harbour Trust & Investment Management
Indiana
$980M +$12.9M +1% 2.51% 116% 159 5.03% 1.8
Private Capital Advisors
2421
Private Capital Advisors
Connecticut
$979M +$80.9M +9% 21.5% 132% 87 19.54% 5.8
Planning Center Inc
2422
Planning Center Inc
Illinois
$979M +$26.6M +3% 1.5% 38.9% 77 5.19% 2.6
Abner Herrman & Brock
2423
Abner Herrman & Brock
New Jersey
$979M +$8.67M +0.9% 5.06% 156% 122 12.3% 2.9
SPX Gestao de Recursos
2424
SPX Gestao de Recursos
Brazil
$979M -$224M -19% 5.46% 98.1% 177 70.62% 0.9
Iron Gate Global Advisors
2425
Iron Gate Global Advisors
Utah
$977M -$2.45M -0.3% 2.95% 106% 122 22.95% 3.5