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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)
Marathon Capital Management
3151
Marathon Capital Management
Maryland
$397M -$7.66M -2% 1.14% 74% 170 15.88% 2.6
Post Oak Energy Holdings
3152
Post Oak Energy Holdings
Texas
$397M +$97.2M +32% 33.3% 64.6% 4 0% 0.8
CFSG
3153
Community Financial Services Group
Vermont
$396M – – 2.56% – 120 – 3.6
Brilliance Asset Management
3154
Brilliance Asset Management
Hong Kong
$396M +$8.9M +2% 4.07% 39.2% 9 44.44% 0.7
CRB
3155
Chad R. Baker
$396M -$27.1M -6% 4.33% 123% 55 9.09% 5.4
Armbruster Capital Management
3156
Armbruster Capital Management
New York
$396M -$10.4M -3% 2.82% 66.7% 106 5.66% 4.9
Sugarloaf Wealth Management
3157
Sugarloaf Wealth Management
Georgia
$395M -$31.8M -7% 3.34% 10.2% 705 5.25% 3
Akaris Global Partners
3158
Akaris Global Partners
New York
$395M +$13.5M +4% 2% 35% 25 28% 0.8
III
3159
Independent Investors Inc
New York
$394M -$37M -9% 7.69% 94.5% 68 4.41% 7.6
Requisite Capital Management
3160
Requisite Capital Management
Texas
$394M +$241K +0.1% 0.48% 41% 86 19.77% 1.5
RI
3161
RPTC Inc
Wyoming
$393M -$14.3M -4% 3.57% 66.4% 6 0% 4.6
CSNH
3162
Crow's Nest Holdings
Virginia
$393M -$28.7M -7% 3.63% 103% 9 0% 1.4
Cannon Financial Strategists
3163
Cannon Financial Strategists
Georgia
$393M +$29.1M +8% 3.81% 56.7% 85 9.41% 2.7
IBEX Wealth Advisors
3164
IBEX Wealth Advisors
New Jersey
$393M – – 0.92% 221% 111 – 1.8
PFMOSF
3165
Philadelphia Financial Management of San Francisco
California
$393M +$27.2M +7% 8.93% 209% 51 68.63% 0.3
Cyrus Capital Partners
3166
Cyrus Capital Partners
New York
$392M -$118M -23% 4.11% 163% 8 12.5% 4.1
Summit Wealth Partners
3167
Summit Wealth Partners
Florida
$392M -$6.99M -2% 2.79% 44.9% 195 12.31% 2.4
Beck Bode LLC
3168
Beck Bode LLC
Massachusetts
$392M -$19.4M -5% 3.05% 155% 158 41.14% 0.7
Hartford Financial Management
3169
Hartford Financial Management
Connecticut
$392M -$13M -3% 3.21% 87.9% 397 9.32% 5.3
American Money Management
3170
American Money Management
California
$391M -$9.5M -2% 1.84% 65% 139 7.91% 4.3
Sector Gamma AS
3171
Sector Gamma AS
Norway
$391M -$55.7M -12% 8.84% 35.3% 31 16.13% 2.5
Saudi Central Bank
3172
Saudi Central Bank
Saudi Arabia
$391M +$2.62M +0.7% 2.57% 140% 3 0% 1.9
Market Street Wealth Management Advisors
3173
Market Street Wealth Management Advisors
Indiana
$391M -$3M -0.8% 3.69% 44% 97 16.49% 2.3
Sycomore Asset Management
3174
Sycomore Asset Management
France
$391M -$36.9M -9% 0.77% 163% 87 19.54% 1.9
Thrive Capital Management (New York)
3175
Thrive Capital Management (New York)
New York
$390M +$47.9M +14% 9.99% 205% 6 33.33% 1.3