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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)
Ulysses Management
2751
Ulysses Management
New York
$484M +$69.2M +17% 10.4% 51.8% 63 55.56% 1.6
Personal CFO Solutions
2752
Personal CFO Solutions
New Jersey
$484M +$11.8M +3% 4.78% 91.4% 516 19.96% 1.7
Bernzott Capital Advisors
2753
Bernzott Capital Advisors
California
$484M -$289M -37% 2.85% 46.2% 54 12.96% 3.5
Samsara BioCapital
2754
Samsara BioCapital
California
$484M +$19.2M +4% 5.92% 1,580% 59 11.86% 1.9
Live Oak Private Wealth
2755
Live Oak Private Wealth
North Carolina
$484M +$278K +0.1% 2.86% 74.6% 174 8.05% 2.3
HUB Investment Partners
2756
HUB Investment Partners
Texas
$484M +$25.6M +6% 6.6% 109% 248 56.05% 0.8
BlueSky Wealth Advisors
2757
BlueSky Wealth Advisors
North Carolina
$484M +$31.3M +7% 5% 45.9% 71 5.63% 3.5
Adventist Health System West
2758
Adventist Health System West
California
$483M +$26.3M +6% 5.81% 60.2% 5 0% 2.6
Destiny Wealth Partners
2759
Destiny Wealth Partners
Florida
$483M +$21.3M +5% 5.39% 63.7% 685 74.45% 1.6
GWSG
2760
GPS Wealth Strategies Group
Colorado
$483M +$150M +45% 10.2% 118% 1,252 90.58% 0.2
Wexford Capital
2761
Wexford Capital
Florida
$483M -$3.25M -0.7% 6.5% 128% 242 73.14% 0.4
Polunin Capital Partners
2762
Polunin Capital Partners
United Kingdom
$483M +$82.2M +21% 10.1% 268% 25 12% 0.7
SlateStone Wealth
2763
SlateStone Wealth
Florida
$483M +$68.4M +16% 8.08% 79.1% 220 15% 2.2
Cardinal Capital Management Inc (North Carolina)
2764
Cardinal Capital Management Inc (North Carolina)
North Carolina
$482M +$12.2M +3% 3.24% 86.4% 143 6.99% 6.7
HFG Wealth Management
2765
HFG Wealth Management
Texas
$482M – – 5.97% 45.9% 76 – 0
Intrua Financial
2766
Intrua Financial
Texas
$482M +$49.2M +11% 5.59% 77.4% 357 14.85% 1.7
Arkansas Financial Group
2767
Arkansas Financial Group
Arkansas
$481M +$25.1M +6% 2.74% 41.4% 64 1.56% 3.5
Fort Baker Capital Management
2768
Fort Baker Capital Management
California
$481M +$151M +46% 4.47% 46.3% 119 41.18% 0.7
Bluescape Energy Partners
2769
Bluescape Energy Partners
Texas
$481M +$53.9M +13% 12.7% 57.9% 4 25% 2.3
Towercrest Capital Management
2770
Towercrest Capital Management
Pennsylvania
$481M +$29.1M +6% 4.92% 42.6% 95 5.26% 4.2
PM Capital
2771
PM Capital
Australia
$481M +$5.3M +1% 2.81% 105% 10 0% 6.5
Edenbrook Capital
2772
Edenbrook Capital
New York
$480M +$56.7M +13% 5.82% 267% 14 7.14% 2.8
Advantage Alpha Capital Partners
2773
Advantage Alpha Capital Partners
California
$480M -$13.3M -3% 11.4% 79.2% 127 30.71% 1.6
World Investment Advisors
2774
World Investment Advisors
California
$480M +$43.9M +10% 5.87% 65.4% 270 22.59% 2.2
Seven Eight Capital
2775
Seven Eight Capital
New York
$480M +$96.7M +25% 7.98% 13.6% 645 75.81% 0.2