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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)
Mark Asset Management
2826
Mark Asset Management
New York
$440M +$34.2M +8% 8.86% 325% 58 31.03% 2.1
Sage Mountain Advisors
2827
Sage Mountain Advisors
Georgia
$440M +$63.7M +17% 8.04% 62.5% 437 45.31% 1.1
Hartline Investment Corp
2828
Hartline Investment Corp
Illinois
$440M +$319M +263% 3.73% 222% 226 86.73% 1.8
Styrax Capital
2829
Styrax Capital
New York
$439M +$37.3M +9% 9.29% 310% 18 55.56% 0.3
TrinityPoint Wealth
2830
TrinityPoint Wealth
Connecticut
$439M +$1.83M +0.4% 7.71% 28.4% 301 14.62% 2.4
Moisand Fitzgerald Tamayo
2831
Moisand Fitzgerald Tamayo
Florida
$439M +$74.1M +20% 10.3% 51.1% 868 28.34% 1.6
Blue Edge Capital
2832
Blue Edge Capital
Virginia
$439M +$35M +9% 7.61% 67.4% 111 10.81% 4.7
Chemung Canal Trust
2833
Chemung Canal Trust
New York
$439M +$37.6M +9% 11.3% 80.9% 120 3.33% 6.3
EFL
2834
ERn Financial LLC
Wisconsin
$439M +$47.7M +12% 7.39% 61.2% 176 11.93% 1.8
LCM
2835
Lonestar Capital Management
California
$438M +$67.3M +18% 7.65% 260% 37 51.35% 0.7
MWM
2836
Madison Wealth Management
Ohio
$438M +$30.6M +8% 7.74% 35.1% 169 12.43% 2.2
Sompo Asset Management
2837
Sompo Asset Management
Japan
$438M +$45.6M +12% 9.77% 84.7% 189 11.11% 2.4
One Wealth Advisors
2838
One Wealth Advisors
California
$438M +$132M +43% 6.88% 66% 635 73.07% 0.4
Souders Financial Advisors
2839
Souders Financial Advisors
Ohio
$438M +$69.5M +19% 8.93% 54.9% 156 12.18% 1.7
HHM Wealth Advisors
2840
HHM Wealth Advisors
Tennessee
$437M +$57.1M +15% 8.34% 62.3% 760 19.47% 1.8
Sector Gamma AS
2841
Sector Gamma AS
Norway
$437M +$49.4M +13% 13.3% 35.3% 38 36.84% 2.7
Citizens Business Bank
2842
Citizens Business Bank
California
$437M +$26.9M +7% 8.12% 108% 124 8.06% 6.1
Silicon Valley Capital Partners
2843
Silicon Valley Capital Partners
California
$437M -$23.9M -5% 5.96% 103% 252 64.29% 0.7
Diversified Portfolios Inc
2844
Diversified Portfolios Inc
Michigan
$436M +$64.7M +17% 6.38% 38.2% 136 7.35% 2.8
Schnieders Capital Management
2845
Schnieders Capital Management
California
$436M +$58.3M +15% 7.97% 103% 202 8.91% 4.8
Gifford Fong Associates
2846
Gifford Fong Associates
California
$436M +$31.8M +8% 9.72% 180% 140 0.71% 4.2
World Investment Advisors
2847
World Investment Advisors
California
$436M +$14.9M +4% 7.9% 65.4% 277 25.99% 2.1
Sharkey, Howes & Javer
2848
Sharkey, Howes & Javer
Colorado
$436M -$23.2M -5% 7.6% 60.2% 115 26.09% 2.7
Stockman Wealth Management
2849
Stockman Wealth Management
Montana
$435M +$65.7M +18% 12.7% 77.5% 210 20.95% 3.9
Conversant Capital
2850
Conversant Capital
New Jersey
$435M +$14.9M +4% 9.15% 228% 28 60.71% 0.5