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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)
Columbia Asset Management
2976
Columbia Asset Management
Michigan
$380M -$14M -4% 4.54% 94.1% 185 12.43% 5
HHM Wealth Advisors
2977
HHM Wealth Advisors
Tennessee
$380M -$10M -3% 5.59% 62.3% 847 23.14% 1.8
Financial Partners Group (Kansas)
2978
Financial Partners Group (Kansas)
Kansas
$380M -$19.1M -5% 5.22% 76.7% 159 16.98% 2.2
Equitec Proprietary Markets
2979
Equitec Proprietary Markets
Illinois
$380M +$26.8M +8% 0.34% 526% 367 43.32% 0.6
OPPTF
2980
OPSEU Pension Plan Trust Fund
Ontario, Canada
$379M -$17.8M -4% 5.81% 13.4% 307 0.98% 1.8
Islet Management
2981
Islet Management
New York
$379M -$605M -61% 7.02% 75.3% 141 65.25% 0.6
Elk River Wealth Management
2982
Elk River Wealth Management
Colorado
$379M -$16.6M -4% 5.09% 81.8% 107 9.35% 1.6
Lathrop Investment Management
2983
Lathrop Investment Management
Arkansas
$379M -$21.4M -5% 3.65% 72.2% 72 5.56% 6
PM Capital
2984
PM Capital
Australia
$378M -$7.79M -2% 3.18% 105% 11 9.09% 5.4
Schnieders Capital Management
2985
Schnieders Capital Management
California
$378M +$42.5M +13% 6.45% 103% 193 9.84% 5
Fractal Investments
2986
Fractal Investments
Connecticut
$378M +$73.5M +24% 6.28% 86.4% 93 34.41% 0.5
ACK Asset Management
2987
ACK Asset Management
Connecticut
$378M +$20.2M +6% 3.28% 132% 25 24% 1.5
VC
2988
Vision Capital
Ontario, Canada
$377M -$51.1M -12% 9.5% 19.8% 18 55.56% 0.7
Bedel Financial Consulting
2989
Bedel Financial Consulting
Indiana
$377M +$35.4M +10% 2.98% 104% 223 17.49% 3.5
Alpha Capital Management
2990
Alpha Capital Management
Texas
$377M +$11.3M +3% 3.08% 88% 103 3.88% 3.6
EAM Global Investors
2991
EAM Global Investors
California
$376M -$31.2M -8% 35% 2,399% 275 72.36% 0.2
Sage Mountain Advisors
2992
Sage Mountain Advisors
Georgia
$376M -$189M -33% 5.29% 62.5% 684 48.1% 1
SlateStone Wealth
2993
SlateStone Wealth
Florida
$376M -$15.6M -4% 3.94% 79.1% 194 8.76% 2.1
CFO4Life Group
2994
CFO4Life Group
Texas
$376M -$27.2M -7% 4.62% 56.7% 166 19.88% 2.7
Intrua Financial
2995
Intrua Financial
Texas
$375M -$94.4M -20% 5.27% 71% 366 22.95% 1.5
Principal Street Partners
2996
Principal Street Partners
Tennessee
$375M -$10.8M -3% 2.08% 91% 225 20% 1.8
Liberty Wealth Management
2997
Liberty Wealth Management
California
$375M +$128M +52% 6.01% 64.2% 159 12.58% 1.8
PWW
2998
Pettyjohn Wood & White
Virginia
$375M -$47.7M -11% 6.02% 70.9% 169 7.1% 5.7
Oak Harvest Investment Services
2999
Oak Harvest Investment Services
Texas
$375M +$3.94M +1% 4.5% 120% 102 22.55% 1.3
AO
3000
Allen Operations
New York
$375M -$23.2M -6% 1.3% 218% 45 8.89% 3.2