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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)
The Family Firm
3376
The Family Firm
Maryland
$457M +$8.29M +2% 6.25% 40.2% 890 76.29% 5.2
Edmonds Duncan Registered Investment Advisors
3377
Edmonds Duncan Registered Investment Advisors
Kansas
$457M +$46.3M +11% 6.21% 12.8% 136 25% 5.5
MYDA Advisors
3378
MYDA Advisors
New York
$456M -$4.44M -1% 10.5% 232% 199 66.33% 0.5
Mountain Capital Investment Advisors
3379
Mountain Capital Investment Advisors
Colorado
$456M +$53M +13% 6.51% 63.3% 67 34.33% 1.3
Austin Wealth Management
3380
Austin Wealth Management
Texas
$456M +$28.9M +7% 5.44% 48.2% 122 7.38% 0.9
PS
3381
Presima Securities
Quebec, Canada
$455M +$5.78M +1% 15.4% 10.3% 55 10.91% 4.4
Catalyst Funds Management
3382
Catalyst Funds Management
Australia
$455M +$82.4M +22% 10.5% – 1,671 55.77% 0.2
Mattern Wealth Management
3383
Mattern Wealth Management
Kansas
$455M +$39M +9% 5.04% 54% 183 10.93% 3
VS
3384
VK Services
California
$455M +$45.3M +11% 87.9% 1,605% 7 28.57% 2.3
LexAurum Advisors
3385
LexAurum Advisors
Kansas
$455M +$45.2M +11% 6.19% – 327 12.23% 3
Pier 88 Investment Partners
3386
Pier 88 Investment Partners
California
$454M +$7.91M +2% 3.23% 36.1% 104 21.15% 1.9
MRCM
3387
M&R Capital Management
New Jersey
$454M +$34.6M +8% 7.72% 52.6% 594 9.93% 5.1
Black Swift Group
3388
Black Swift Group
Colorado
$453M +$20.3M +5% 3.59% 139% 140 39.29% 0.9
Legacy Financial Strategies
3389
Legacy Financial Strategies
Kansas
$453M +$37.2M +9% 6.9% 76.7% 116 16.38% 2.6
Key Financial Inc
3390
Key Financial Inc
Pennsylvania
$452M +$35.3M +8% 6.36% 55.5% 1,368 3.29% 2.8
Aspen Grove Capital
3391
Aspen Grove Capital
Colorado
$452M +$27.7M +7% 7.31% 90% 222 14.86% 1.2
Cornerstone Advisors Asset Management
3392
Cornerstone Advisors Asset Management
Pennsylvania
$452M +$98.4M +28% 5.4% 41.2% 108 8.33% 1.9
Altiora Financial Group
3393
Altiora Financial Group
Ohio
$452M +$35.7M +9% 4.71% 38.3% 91 7.69% 1.2
Liberty Capital Management
3394
Liberty Capital Management
Michigan
$452M +$30.4M +7% 7.69% – 163 5.52% 5.8
Aire Advisors
3395
Aire Advisors
California
$452M +$13.5M +3% 7.4% 77.4% 164 9.76% 2
Correct Capital Wealth Management
3396
Correct Capital Wealth Management
Missouri
$452M +$23.7M +6% 5.49% – 127 14.17% 0.7
SkyOak Wealth
3397
SkyOak Wealth
Michigan
$452M +$23.3M +5% 6.41% 80.7% 269 18.59% 2.9
SMI Advisory Services
3398
SMI Advisory Services
Indiana
$452M +$47.2M +12% 6.93% 80.7% 65 23.08% 0.9
KC
3399
Keenan Capital
California
$452M +$43.2M +11% 16.9% 110% 9 0% 3.7
Sage Rhino Capital
3400
Sage Rhino Capital
California
$452M +$32.8M +8% 7.05% 93.9% 285 14.39% 2.9