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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)
Bruderman Asset Management
2451
Bruderman Asset Management
New York
$396M -$27.9M -7% 2.65% 31.7% 129 20.93% 2.7
Hanlon Investment Management
2452
Hanlon Investment Management
New Jersey
$395M -$1B -72% 0.82% 80.6% 138 40.58% 0.8
PL
2453
PWMCO LLC
Illinois
$395M -$10.8M -3% 1.86% – 69 17.39% 1.1
Stillwater Capital Advisors
2454
Stillwater Capital Advisors
Pennsylvania
$394M -$10.3M -3% 1.85% 121% 72 11.11% 3.5
Cowen and Company
2455
Cowen and Company
New York
$394M – – 2.91% 120% 448 – 0
Triodos Investment Management
2456
Triodos Investment Management
Netherlands
$394M -$38.9M -9% 1.94% 89.9% 37 5.41% 1.2
PKO Investment Management Joint-Stock
2457
PKO Investment Management Joint-Stock
Poland
$394M -$3.16M -0.8% 0.21% 145% 92 15.22% 2.6
SailingStone Capital Partners
2458
SailingStone Capital Partners
Texas
$394M -$578M -59% 35.6% 152% 16 18.75% 2.6
Gladstone Institutional Advisory
2459
Gladstone Institutional Advisory
Florida
$393M +$65M +20% 0.28% 85.6% 306 20.59% 0.5
Polunin Capital Partners
2460
Polunin Capital Partners
United Kingdom
$393M -$20.4M -5% 1.95% 268% 16 0% 1
FRG Family Wealth Advisors
2461
FRG Family Wealth Advisors
Washington
$393M +$8.29M +2% 1.95% 76.4% 129 6.98% 3.1
GTC
2462
Ghost Tree Capital
New York
$393M -$89.6M -19% 21.1% 265% 56 44.64% 0.6
KLCM Advisors
2463
KLCM Advisors
Wisconsin
$392M -$13.9M -3% 2.09% 122% 110 12.73% 3.1
Steigerwald Gordon & Koch
2464
Steigerwald Gordon & Koch
Virginia
$392M +$5.81M +2% 2.62% 59.5% 81 2.47% 3.8
Teza Capital Management
2465
Teza Capital Management
Illinois
$392M +$222M +130% 1.12% 133% 660 79.85% 0.1
JFS Wealth Advisors
2466
JFS Wealth Advisors
Pennsylvania
$392M -$3M -0.8% 0.76% 54.8% 549 17.3% 3.2
Sprott Inc
2467
Sprott Inc
Ontario, Canada
$392M -$29.1M -7% 6.16% 203% 103 11.65% 2.6
Southeast Asset Advisors
2468
Southeast Asset Advisors
Georgia
$391M +$9.9M +3% 1.74% 91.5% 112 8.93% 3.4
Chatham Capital Group
2469
Chatham Capital Group
Georgia
$391M -$5.7M -1% 0.7% 97% 162 4.94% 3.9
Biondo Investment Advisors
2470
Biondo Investment Advisors
Pennsylvania
$391M -$30.5M -7% 1.18% 83.4% 93 12.9% 2.8
LSP Investment Advisors
2471
LSP Investment Advisors
New York
$391M -$332M -46% 13.1% 79.5% 26 61.54% 1
McKinley Carter Wealth Services
2472
McKinley Carter Wealth Services
West Virginia
$391M +$19.7M +5% 1.57% 63.2% 166 12.05% 3.5
BDO Wealth Advisors
2473
BDO Wealth Advisors
Florida
$390M +$23.3M +6% 0.55% 38.3% 677 14.03% 1.3
KAS
2474
Kemnay Advisory Services
New York
$390M -$18.4M -4% 3.94% 167% 95 28.42% 2.5
AGM
2475
Alpine Global Management
New York
$390M +$45.8M +13% 5.56% 149% 118 75.42% 0.4