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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)
AIS
3601
AM Investment Strategies
Tennessee
$273M -$13.3M -5% 1.63% 121% 101 13.86% 1.6
ACM
3602
Altium Capital Management
New York
$273M +$22.8M +9% 33.3% – 166 42.77% 0.6
VR Advisory Services
3603
VR Advisory Services
Cayman Islands
$273M +$48.3M +22% 6.91% 89.7% 87 27.59% 1.1
Shilanski & Associates
3604
Shilanski & Associates
Alaska
$273M +$58.7M +27% 4.62% 84.2% 221 88.69% 0.5
Private Capital Management (Colorado)
3605
Private Capital Management (Colorado)
Colorado
$273M -$42.4M -13% 4.62% 20% 165 23.03% 2.1
AFS
3606
Annapolis Financial Services
Maryland
$272M -$3.08M -1% 6.08% 15% 572 21.5% 1.3
FBT
3607
First Bank & Trust
South Dakota
$272M -$35M -11% 7.8% 85.6% 535 69.91% 4
Laffer Tengler Investments
3608
Laffer Tengler Investments
Tennessee
$272M -$12.7M -4% 3.32% 96.5% 443 14.22% 1.5
Concentric Wealth Management
3609
Concentric Wealth Management
California
$271M -$25.1M -8% 7.48% 33.4% 117 1.71% 4.5
Buckley Wealth Management
3610
Buckley Wealth Management
Nevada
$271M -$39.5M -13% 6.07% 88% 141 22.7% 3.4
Annandale Capital
3611
Annandale Capital
Texas
$271M +$18.5M +7% 3.54% 57.2% 169 45.56% 0.9
EGA
3612
E&G Advisors
Texas
$271M -$24.5M -8% 5.45% 97.7% 206 5.34% 0.9
Doliver Advisors
3613
Doliver Advisors
Texas
$271M -$10.6M -4% 1.44% 92.3% 174 22.41% 2.4
AGF Investments America
3614
AGF Investments America
Ontario, Canada
$271M +$16.8M +7% 4.52% 72.1% 28 3.57% 4.8
WA
3615
Win Advisors
Florida
$271M +$220M +431% 0.01% 226% 174 28.74% 0.5
Wellspring Financial Advisors
3616
Wellspring Financial Advisors
Ohio
$271M -$16.4M -6% 5.2% 77.2% 105 7.62% 1.7
LHC
3617
Lodge Hill Capital
New York
$271M -$33.4M -11% 3.28% 17.9% 31 12.9% 0.7
MFA Wealth Advisors
3618
MFA Wealth Advisors
Pennsylvania
$270M -$3.9M -1% 3.57% 68.6% 66 25.76% 1.3
AA
3619
Ashford Advisors
New York
$270M -$15.9M -6% 5.51% 66.5% 17 0% 1.3
Akaris Global Partners
3620
Akaris Global Partners
New York
$270M -$10.4M -4% 0.66% 35% 26 46.15% 0.8
Monashee Investment Management
3621
Monashee Investment Management
Massachusetts
$270M -$5.09M -2% 5.59% 520% 68 83.82% 0.1
Soviero Asset Management
3622
Soviero Asset Management
New York
$270M $0 0% 14.1% 676% 29 0% 0.8
Ovata Capital Management
3623
Ovata Capital Management
Hong Kong
$269M -$72.8M -21% 9.25% 69.1% 62 58.06% 0.4
Arch Capital Group
3624
Arch Capital Group
Bermuda
$269M -$7.12M -3% 2.52% 3.08% 2 0% 1.8
ESL Trust Services
3625
ESL Trust Services
New York
$269M -$20M -7% 7.3% 53.9% 23 8.7% 2.1