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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)
Barry Investment Advisors
3626
Barry Investment Advisors
Massachusetts
$305M -$11.6M -4% 1.79% 66.7% 115 6.96% 3.1
Concentric Capital Strategies
3627
Concentric Capital Strategies
Connecticut
$305M +$86.2M +39% 9.55% 165% 209 75.6% 0.2
Coppell Advisory Solutions Corp
3628
Coppell Advisory Solutions Corp
Texas
$305M +$9.7M +3% 4.17% – 1,216 84.38% 0.2
Coppell Advisory Solutions
3629
Coppell Advisory Solutions
Texas
$305M +$9.7M +3% 4.17% – 1,216 84.38% 1.1
Engle Capital Management
3630
Engle Capital Management
Connecticut
$305M +$82.7M +37% 18.6% 398% 28 39.29% 0.6
Exor N.V.
3631
Exor N.V.
Netherlands
$305M +$166M +119% 12.6% 8.34% 1 0% 0.3
MM
3632
Meridian Management
Arkansas
$305M +$31.1M +11% 7.45% 65.3% 94 26.6% 4.2
Corrigan Financial
3633
Corrigan Financial
Rhode Island
$305M +$31.5M +12% 6.36% 9.54% 85 16.47% 3.9
Black Diamond Financial
3634
Black Diamond Financial
Maryland
$305M +$28M +10% 5.82% 68.3% 120 10% 2.3
MI
3635
M3F Inc
Utah
$304M -$22.5M -7% 14.3% 139% 45 26.67% 3
Liberty Capital Management
3636
Liberty Capital Management
Michigan
$304M +$15.6M +5% 7.59% – 144 9.72% 5.7
Financial & Tax Architects
3637
Financial & Tax Architects
Missouri
$304M +$10.8M +4% 2.54% 50.2% 88 21.59% 1.2
MFA Wealth Advisors
3638
MFA Wealth Advisors
Pennsylvania
$304M +$27.6M +10% 5.15% 68.6% 80 35% 1.2
Goldstone Financial Group
3639
Goldstone Financial Group
Illinois
$303M – – 5.04% 54.9% 153 – 0
PCM
3640
Prime Capital Management
Hong Kong
$303M +$53.9M +22% 52.8% 569% 10 80% 1
Affinity Asset Advisors
3641
Affinity Asset Advisors
New York
$303M +$48M +19% 11.9% 1,487% 88 44.32% 0.6
AXS Investments
3642
AXS Investments
New York
$303M +$22.7M +8% 8.65% 107% 424 29.95% 0.6
Concentric Wealth Management
3643
Concentric Wealth Management
California
$302M +$9.42M +3% 4.1% 33.4% 122 6.56% 4.6
Abacus Wealth Partners
3644
Abacus Wealth Partners
California
$302M +$21.2M +8% 4.17% 49.5% 98 26.53% 1.3
Parkside Advisors
3645
Parkside Advisors
California
$302M +$16.4M +6% 5.58% 36.7% 86 16.28% 3.5
MinichMacGregor Wealth Management
3646
MinichMacGregor Wealth Management
New York
$302M +$25.1M +9% 5.6% 130% 705 87.94% 1.5
Rollins Financial
3647
Rollins Financial
Georgia
$302M +$38.4M +15% 17.6% – 135 24.44% 1.4
Mattern Wealth Management
3648
Mattern Wealth Management
Kansas
$302M +$54.7M +22% 4.32% 62.2% 178 14.04% 2.2
First International Bank & Trust
3649
First International Bank & Trust
North Dakota
$302M +$8.23M +3% 2.45% 38.6% 95 21.05% 1
B&I Capital
3650
B&I Capital
Switzerland
$302M +$16.9M +6% 1.04% 30.5% 28 17.86% 1.7