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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)
Tortoise Investment Management
2426
Tortoise Investment Management
New York
$571M +$56.6M +11% 6.57% 40.2% 804 8.83% 4.2
Austin Private Wealth
2427
Austin Private Wealth
Texas
$571M +$94.2M +20% 6.61% 62.3% 170 25.88% 1.5
Keebeck Wealth Management
2428
Keebeck Wealth Management
Illinois
$570M +$50.7M +10% 8.79% 81.3% 249 13.65% 1.9
Penobscot Investment Management
2429
Penobscot Investment Management
Massachusetts
$570M +$33.4M +6% 11.8% 114% 229 7.42% 6
CGN Advisors
2430
CGN Advisors
Kansas
$568M +$170M +43% 7.2% 48.9% 238 14.29% 1.4
J. Safra Asset Management
2431
J. Safra Asset Management
New York
$568M -$64M -10% 7.69% 84.3% 94 74.47% 0.7
VS
2432
VK Services
California
$568M -$103M -15% 21.9% 1,605% 9 22.22% 1
TCG Crossover Management
2433
TCG Crossover Management
California
$567M +$233M +70% 83.1% 3,013% 26 38.46% 0.6
Oldfield Partners
2434
Oldfield Partners
United Kingdom
$567M +$61.9M +12% 13.6% 90.3% 25 0% 4.7
Kathmere Capital Management
2435
Kathmere Capital Management
Pennsylvania
$566M +$64.3M +13% 7.17% 68.3% 215 30.23% 1.3
RBO & Co
2436
RBO & Co
California
$566M +$62.1M +12% 12.7% 27.9% 55 5.45% 5.9
Daymark Wealth Partners
2437
Daymark Wealth Partners
Ohio
$565M – – 9.56% 96.4% 228 – 0
SOL Capital Management
2438
SOL Capital Management
Maryland
$565M +$84.3M +18% 8.38% 56.6% 287 11.85% 5.7
Madison Avenue Partners
2439
Madison Avenue Partners
New York
$565M +$98.4M +21% 9.53% 284% 25 40% 0.9
Manitou Investment Management
2440
Manitou Investment Management
Ontario, Canada
$564M +$32.8M +6% 10.1% 69.3% 43 9.3% 4.1
Wealth Alliance
2441
Wealth Alliance
New York
$563M +$56.5M +11% 8.1% 75.7% 516 18.6% 1.7
VCM
2442
Violich Capital Management
California
$563M +$32.3M +6% 9.04% 111% 113 10.62% 5.9
Alpha Omega Wealth Management
2443
Alpha Omega Wealth Management
Virginia
$563M +$39.2M +7% 10.4% 65.9% 214 6.07% 4.6
Pinnacle Wealth Planning Services
2444
Pinnacle Wealth Planning Services
Ohio
$563M +$21.9M +4% 9.07% 84.5% 504 29.37% 2.1
Ghisallo Capital Management
2445
Ghisallo Capital Management
Massachusetts
$562M -$187M -25% 2.5% 122% 272 62.13% 0.7
Dendur Capital
2446
Dendur Capital
New York
$561M +$59.6M +12% 16.8% 99.6% 18 33.33% 1
Signet Financial Management
2447
Signet Financial Management
New Jersey
$560M +$48.9M +10% 9.19% 65.2% 272 14.71% 2
Stratos Investment Management
2448
Stratos Investment Management
Ohio
$560M +$65.1M +13% 8.07% 58.2% 166 15.66% 2.3
Clearline Capital
2449
Clearline Capital
New York
$559M -$277M -33% 7.49% 57.4% 164 39.63% 1
OCMI
2450
Oaktop Capital Management II
New Jersey
$559M +$61.2M +12% 17.7% 451% 16 6.25% 6.2