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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)
Blue Fin Capital
3601
Blue Fin Capital
Rhode Island
$310M +$36.5M +13% 16.1% 147% 131 3.82% 5.7
MY.Alpha Management HK Advisors
3602
MY.Alpha Management HK Advisors
Hong Kong
$309M +$15.8M +5% 1.33% 423% 20 55% 0.5
ESL Trust Services
3603
ESL Trust Services
New York
$309M +$14.4M +5% 4.36% 53.9% 24 12.5% 2.2
McDonald Partners
3604
McDonald Partners
Ohio
$309M +$15.9M +5% 6.44% 102% 240 7.08% 1.2
Fiducient Advisors
3605
Fiducient Advisors
Illinois
$309M -$31.2M -9% 5.05% 52.3% 181 77.35% 2.2
Caspian Capital
3606
Caspian Capital
New York
$308M +$264M +598% 49.9% – 15 13.33% 1
ASM
3607
ATW SPAC Management
New York
$308M -$121M -28% 2.5% 68.7% 235 33.62% 0.8
Nicolet Bankshares
3608
Nicolet Bankshares
Wisconsin
$308M +$17.6M +6% 6.9% 75.5% 204 7.35% 4.7
PWM
3609
Praetorian Wealth Management
California
$308M +$30.1M +11% 5.26% 60.4% 56 35.71% 2.3
AA
3610
Ashford Advisors
New York
$308M +$15.7M +5% 5.86% 75.4% 15 0% 1.8
Ten Capital Wealth Advisors
3611
Ten Capital Wealth Advisors
Washington
$308M +$58.3M +23% 3.8% 25% 677 30.72% 1.4
Johnson & Johnson
3612
Johnson & Johnson
New Jersey
$307M -$36.3M -11% 8.03% 339% 24 12.5% 1.3
VR Advisory Services
3613
VR Advisory Services
Cayman Islands
$307M +$37.5M +14% 4.56% 89.7% 77 19.48% 1.6
Point Break Capital Management
3614
Point Break Capital Management
Florida
$307M +$139M +83% 33.9% – 7 28.57% 1.4
Waypoint Capital Advisors
3615
Waypoint Capital Advisors
Minnesota
$307M +$18.5M +6% 7.23% 50.3% 139 11.51% 0.9
FRM
3616
Fox Run Management
Connecticut
$307M +$57.9M +23% 4.61% 64% 1,000 79.9% 0.1
Hahn Capital Management
3617
Hahn Capital Management
California
$307M -$71.8M -19% 0.66% 71.7% 35 8.57% 6.4
Tennessee Valley Asset Management Partners
3618
Tennessee Valley Asset Management Partners
Tennessee
$307M +$18.7M +6% 5.99% 72.8% 117 17.95% 1.5
Richard P. Slaughter Associates
3619
Richard P. Slaughter Associates
Texas
$307M -$11.3M -4% 3.93% 55.7% 139 17.27% 1.8
Crescent Park Management
3620
Crescent Park Management
California
$306M -$8.71M -3% 8.05% 87% 25 16% 2.1
CFGSD
3621
Compass Financial Group (South Dakota)
South Dakota
$306M +$29.3M +11% 5.49% 72% 97 5.15% 0.2
Waterfront Wealth
3622
Waterfront Wealth
Kansas
$306M +$15M +5% 5.18% 77.2% 250 3.6% 1.6
GWM
3623
GSB Wealth Management
Connecticut
$306M +$25.7M +9% 3.69% 69.8% 224 15.18% 1.9
Kapitalo Investimentos
3624
Kapitalo Investimentos
Brazil
$306M +$172M +129% 5% 66.5% 523 86.81% 0.1
Searle & Co
3625
Searle & Co
Connecticut
$306M +$12.4M +4% 3.31% 108% 154 7.79% 4.5