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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)
Clare Market Investments
3626
Clare Market Investments
Texas
$421M +$39.8M +10% 13.1% – 171 25.15% 2.6
Towneley Capital Management
3627
Towneley Capital Management
California
$421M -$20.5M -5% 1.22% 50.2% 49 28.57% 0.8
Bluescape Energy Partners
3628
Bluescape Energy Partners
Texas
$421M -$17.3M -4% 5.33% 57.9% 5 0% 3.5
Liberty Mutual Group Asset Management
3629
Liberty Mutual Group Asset Management
Massachusetts
$420M -$240M -36% 3.4% 47.9% 55 83.64% 1.1
Castle Rock Wealth Management
3630
Castle Rock Wealth Management
California
$420M +$752K +0.2% 4.98% 115% 262 18.7% 2.7
ParaFi Capital
3631
ParaFi Capital
New York
$420M – – 41.9% – 11 – 0
Oak Hill Wealth Advisors
3632
Oak Hill Wealth Advisors
Virginia
$420M +$13.7M +3% 0.9% 48% 248 100% 0
Miramar Capital
3633
Miramar Capital
Illinois
$419M -$9M -2% 0.1% 47.3% 61 11.48% 3.5
Dorsey Wright & Associates
3634
Dorsey Wright & Associates
California
$419M -$3.67M -0.9% 9.58% 311% 150 30% 1
5AM Venture Management
3635
5AM Venture Management
California
$419M -$65M -13% 4.72% 546% 32 15.63% 1.5
Affiance Financial
3636
Affiance Financial
Minnesota
$418M +$6.1M +1% 0.76% 57.8% 107 9.35% 5.2
Gallatin Point Capital
3637
Gallatin Point Capital
Connecticut
$418M – – 23.5% – 2 – 0
Financial Strategies Group
3638
Financial Strategies Group
Michigan
$418M -$8.8M -2% 1.77% 44.9% 97 2.06% 2.7
Bernardo Wealth Planning
3639
Bernardo Wealth Planning
Pennsylvania
$418M +$5.52M +1% 1.07% 56.9% 117 9.4% 3.3
Long Run Wealth Advisors
3640
Long Run Wealth Advisors
New York
$417M -$7.55M -2% 1.51% 50.5% 111 18.02% 2.1
MYCIO Wealth Partners
3641
MYCIO Wealth Partners
Pennsylvania
$417M -$18.7M -4% 3.37% 60.3% 50 10% 5.9
Arista Wealth Management
3642
Arista Wealth Management
Nevada
$417M +$670K +0.2% 0.23% 67% 73 10.96% 1.1
Peddock Capital Advisors
3643
Peddock Capital Advisors
Massachusetts
$417M +$1.23M +0.3% 2.01% 113% 168 11.31% 6
Avalon Global Asset Management
3644
Avalon Global Asset Management
California
$417M -$248M -37% 9.72% 278% 43 41.86% 4.7
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3645
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$417M +$18.9M +5% 1.81% 80.8% 69 27.54% 2.8
Atlas Infrastructure Partners
3646
Atlas Infrastructure Partners
United Kingdom
$417M -$1.03B -71% 5.69% 20.7% 6 16.67% 1.1
RJA Asset Management
3647
RJA Asset Management
Connecticut
$416M +$21.4M +5% 12.4% 80.2% 4 0% 2.2
RC
3648
Reik & Co
New York
$416M -$4.35M -1% 0.37% 47.2% 57 3.51% 7.8
Albar Capital Partners
3649
Albar Capital Partners
United Kingdom
$416M – – 1.31% – 23 – 0
Lisanti Capital Growth
3650
Lisanti Capital Growth
New York
$416M +$20.8M +5% 22.6% 1,490% 141 39.01% 0.6