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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)
Nan Fung Trinity
3176
Nan Fung Trinity
Hong Kong
$406M +$29.4M +8% 4.82% 82.3% 17 23.53% 2.1
Advisors Preferred
3177
Advisors Preferred
Maryland
$405M +$113M +39% 8.59% 102% 277 68.95% 0.4
Marathon Capital Management
3178
Marathon Capital Management
Maryland
$405M -$1.34M -0.3% 4.74% 74% 169 10.06% 2.5
Liberty Wealth Management
3179
Liberty Wealth Management
California
$405M -$79.9M -16% 6.25% 64.2% 241 25.31% 1.9
Hartford Financial Management
3180
Hartford Financial Management
Connecticut
$405M +$17.9M +5% 5.94% 87.9% 387 7.24% 5.4
Ninety One
3181
Ninety One
South Africa
$404M +$11.2M +3% 7.63% 232% 74 13.51% 3.6
JMAC Enterprises
3182
JMAC Enterprises
Pennsylvania
$404M +$10.7M +3% 5.39% 65% 189 16.4% 1.2
Ratio Wealth Group
3183
Ratio Wealth Group
Colorado
$404M – – 3.07% – 67 – 1.8
Synergy Asset Management
3184
Synergy Asset Management
Washington
$404M -$13.7M -3% 4.96% 97.3% 141 56.74% 0.9
Pier 88 Investment Partners
3185
Pier 88 Investment Partners
California
$404M -$9.5M -2% 2.13% 36.1% 98 13.27% 1.9
Cooper Financial Group
3186
Cooper Financial Group
California
$403M +$32.2M +9% 6.94% 87.2% 332 15.06% 1.8
Marquette Asset Management
3187
Marquette Asset Management
Minnesota
$403M +$26.7M +7% 6.22% 69.6% 308 34.09% 2
Physician Wealth Advisors
3188
Physician Wealth Advisors
Utah
$403M +$21.8M +6% 6.32% 79.9% 155 5.16% 2.8
AMCA
3189
Arthur M. Cohen & Associates
Illinois
$403M +$30.1M +8% 11.5% 129% 142 11.97% 4.1
FPFS
3190
First Personal Financial Services
North Carolina
$403M +$16.9M +4% 4.28% 31.5% 413 10.65% 4.6
Claro Advisors
3191
Claro Advisors
Massachusetts
$403M +$61.9M +18% 7.24% 85.5% 400 18% 2
Conversant Capital
3192
Conversant Capital
New Jersey
$402M +$10.5M +3% 9.9% 228% 25 48% 0.6
HCM
3193
Harspring Capital Management
New York
$402M +$26.7M +7% 15.5% 70.6% 17 5.88% 1.9
TAA
3194
TB Alternative Assets
Cayman Islands
$402M -$3.75M -0.9% 7.91% 312% 46 32.61% 1.2
Valor Management
3195
Valor Management
Illinois
$402M +$21.9M +6% 6.95% 14.5% 5 20% 1
5AM Venture Management
3196
5AM Venture Management
California
$401M +$10.4M +3% 12.6% 546% 28 28.57% 1.3
Oliver Luxxe Assets
3197
Oliver Luxxe Assets
New Jersey
$401M +$21.6M +6% 10.1% 137% 189 20.63% 2.6
SkyView Investment Advisors
3198
SkyView Investment Advisors
New Jersey
$401M -$26.4M -6% 5.56% 70.3% 914 29.21% 0.9
Verde Servicos Internacionais
3199
Verde Servicos Internacionais
Brazil
$401M +$86M +27% 15.6% 130% 39 61.54% 0.5
SRFM
3200
Shannon River Fund Management
New York
$401M -$42.5M -10% 14% 554% 30 60% 0.7