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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)
Maridea Wealth Management
3051
Maridea Wealth Management
New York
$643M +$259M +67% 15.9% – 457 49.45% 0.3
MAA
3052
Mraz Amerine & Associates
California
$642M +$18.5M +3% 5.91% 69.8% 196 6.63% 5.1
Allen Mooney & Barnes Investment Advisors
3053
Allen Mooney & Barnes Investment Advisors
Georgia
$642M +$32.9M +5% 6.55% 78.9% 161 7.45% 2.8
CCM
3054
Cohen Capital Management
California
$642M +$27.1M +4% 6.16% 91.5% 156 5.77% 6.7
FRM
3055
Fox Run Management
Connecticut
$641M +$41.2M +7% 6.18% 64% 1,292 69.58% 0.2
Hamilton Point Investment Advisors
3056
Hamilton Point Investment Advisors
North Carolina
$641M +$33.1M +5% 6.38% 79.3% 169 8.88% 4.3
Pier Capital
3057
Pier Capital
Connecticut
$640M -$15.8M -2% 15.7% 223% 141 21.28% 1.9
RBO & Co
3058
RBO & Co
California
$639M +$15.6M +2% 3.44% 27.9% 54 0% 7.7
RedJay Asset Management
3059
RedJay Asset Management
Ontario, Canada
$639M +$213M +50% 7.82% – 34 94.12% 0.3
Founders Capital Management (Connecticut)
3060
Founders Capital Management (Connecticut)
Connecticut
$639M +$52.1M +9% 11.7% 99.9% 80 3.75% 6.1
Mountain Pacific Investment Advisers
3061
Mountain Pacific Investment Advisers
Idaho
$639M -$739M -54% 3.82% 82.7% 144 3.47% 7.6
SM
3062
Scoggin Management
New York
$639M +$158M +33% 106% 889% 92 58.7% 0.6
UG Investment Advisers
3063
UG Investment Advisers
Taiwan
$639M +$115M +22% 32.5% 172% 13 7.69% 1.4
MTC
3064
Matrix Trust Company
Colorado
$639M +$10.5M +2% 6.19% 51.4% 284 22.54% 1.3
Gilman Hill Asset Management
3065
Gilman Hill Asset Management
Connecticut
$639M +$26.8M +4% 3.38% 54.2% 245 11.02% 4.8
Noked Israel
3066
Noked Israel
Israel
$639M +$96.7M +18% 13.2% 265% 17 47.06% 1.5
Oslo Pensjonsforsikring
3067
Oslo Pensjonsforsikring
$638M +$12.5M +2% 6.93% 79% 483 12.42% 1.2
Austin Wealth Management
3068
Austin Wealth Management
Texas
$637M +$75.2M +13% 6% 48.2% 164 17.68% 1.3
St. James Investment Company
3069
St. James Investment Company
Texas
$637M +$17.2M +3% 6.92% 43.8% 33 15.15% 3.6
Drexel Morgan & Co
3070
Drexel Morgan & Co
Pennsylvania
$637M +$73.5M +13% 7.8% 50.1% 56 0% 7.9
CM
3071
Capital Management
Virginia
$636M +$49.2M +8% 9.1% 63.6% 83 8.43% 4.6
Crane Advisory
3072
Crane Advisory
California
$636M +$32.7M +5% 4.94% 38.2% 50 8% 1.8
Blue Fin Capital
3073
Blue Fin Capital
Rhode Island
$636M +$48.7M +8% 10% 147% 148 3.38% 6.7
Formidable Asset Management
3074
Formidable Asset Management
Ohio
$635M +$37.1M +6% 9.24% 52.2% 417 14.63% 3
HORAN Wealth
3075
HORAN Wealth
Ohio
$635M +$308M +94% 7.71% – 197 41.62% 0.1