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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)
NEIRG Wealth Management
2876
NEIRG Wealth Management
Massachusetts
$511M -$10.8M -2% 1.49% – 158 29.11% 0.2
Private Advisory Group
2877
Private Advisory Group
Washington
$511M -$19.5M -4% 4.76% 177% 213 55.4% 1.1
Arden Trust
2878
Arden Trust
Delaware
$511M -$78.5M -13% 1.18% 22.5% 303 16.17% 4.7
Wealthspring Capital
2879
Wealthspring Capital
New York
$510M +$43.8M +9% 0.53% 24.1% 470 22.77% 0.6
WM
2880
Wishbone Management
Illinois
$510M -$225M -31% 9.75% 58.7% 12 33.33% 1
Golden State Wealth Management
2881
Golden State Wealth Management
California
$510M -$70.7M -12% 5.13% – 375 22.13% 1.3
East Coast Asset Management
2882
East Coast Asset Management
Massachusetts
$510M -$44.6M -8% 5.39% 167% 68 2.94% 7
Euro Pacific Asset Management
2883
Euro Pacific Asset Management
Puerto Rico
$510M +$65.8M +15% 15.3% 172% 67 14.93% 1.5
Kohmann Bosshard Financial Services
2884
Kohmann Bosshard Financial Services
Ohio
$510M +$10.7M +2% 5.25% 42.8% 142 20.42% 2.8
RK Capital Management (Colorado)
2885
RK Capital Management (Colorado)
Colorado
$510M -$40.8M -7% 5.17% 89% 65 26.15% 2
KWMG
2886
King Wealth Management Group
Florida
$509M -$29.5M -5% 5.15% 86% 185 14.05% 3.9
Oslo Pensjonsforsikring
2887
Oslo Pensjonsforsikring
$509M -$298M -37% 4.29% 79% 17 11.76% 3.5
Grove Bank & Trust
2888
Grove Bank & Trust
Florida
$508M -$15.2M -3% 3.66% 80.5% 246 10.57% 3.7
IA Venture Strategies Fund II
2889
IA Venture Strategies Fund II
New York
$508M -$278M -35% 27.3% 375% 2 0% 0.3
Edge Wealth Management
2890
Edge Wealth Management
New York
$508M -$39.1M -7% 4.48% 75.3% 523 82.6% 4.6
Personal CFO Solutions
2891
Personal CFO Solutions
New Jersey
$507M -$27.1M -5% 2.95% 91.4% 526 19.77% 1.3
Hohimer Wealth Management
2892
Hohimer Wealth Management
Washington
$507M +$31.9M +7% 3.47% 99.7% 235 20% 1.5
Emerson Point Capital
2893
Emerson Point Capital
New York
$507M -$135M -21% 12.4% 94.8% 35 20% 2.1
Winslow Asset Management
2894
Winslow Asset Management
Ohio
$506M -$60M -11% 5.52% 89.9% 88 4.55% 5.5
Oracle Investment Management
2895
Oracle Investment Management
Connecticut
$506M -$198M -28% 15.2% 865% 42 47.62% 2.5
Sourcerock Group
2896
Sourcerock Group
Colorado
$506M +$133M +36% 43.8% 59.1% 24 50% 0.5
TFO Wealth Partners
2897
TFO Wealth Partners
Ohio
$505M -$16.8M -3% 5.32% 63.6% 183 62.3% 0.9
LL Funds
2898
LL Funds
Pennsylvania
$504M -$137M -21% 21.4% 96.9% 1 0% 0.3
Titleist Capital
2899
Titleist Capital
Texas
$504M -$16.2M -3% 7.8% – 297 31.99% 0.2
American National Bank & Trust
2900
American National Bank & Trust
Texas
$504M -$7.95M -2% 2.83% 102% 446 27.58% 2