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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)
Rossby Financial
3676
Rossby Financial
Florida
$547M +$57.7M +12% 13.6% – 2,382 14.65% 0.8
Brooklyn FI
3677
Brooklyn FI
New York
$547M +$71M +15% 11.3% 54.7% 440 69.55% 0.5
De Burlo Group
3678
De Burlo Group
Massachusetts
$547M +$105M +24% 39% 147% 94 10.64% 3.7
USA Financial Formulas
3679
USA Financial Formulas
Michigan
$546M +$15.7M +3% 18.9% 104% 542 43.36% 0.9
Hamilton Wealth
3680
Hamilton Wealth
California
$546M +$32.7M +6% 11% 108% 141 37.59% 2
Lantz Financial
3681
Lantz Financial
Illinois
$546M +$62.5M +13% 13.5% 74.3% 262 9.92% 3.6
AAM
3682
AR Asset Management
California
$546M +$28.7M +6% 8.24% 64.9% 124 5.65% 8.3
Q3 Asset Management
3683
Q3 Asset Management
Michigan
$546M +$134M +32% 12.3% 96.2% 101 67.33% 0.4
Stordahl Capital Management
3684
Stordahl Capital Management
Colorado
$546M +$60.4M +12% 10.9% 54% 68 7.35% 5
TBH Global Asset Management
3685
TBH Global Asset Management
Tennessee
$546M +$49.4M +10% 13.2% 70.7% 279 17.92% 2.4
Trigran Investments
3686
Trigran Investments
Illinois
$545M +$127M +30% 50.2% 30.2% 19 21.05% 3.8
Drummond Knight Asset Management
3687
Drummond Knight Asset Management
Australia
$545M +$262M +93% 4.31% – 17 23.53% 0.5
FIM
3688
FWL Investment Management
Texas
$545M +$89.1M +20% 23.3% 165% 524 38.36% 1.2
Riverpoint Wealth Management Holdings
3689
Riverpoint Wealth Management Holdings
Illinois
$544M +$74.3M +16% 12.6% 53.6% 65 10.77% 5.9
Privium Fund Management
3690
Privium Fund Management
Netherlands
$544M +$63.9M +13% 28.1% 451% 70 27.14% 1.9
BPIA
3691
Broad Peak Investment Advisers
Singapore
$544M +$51.4M +10% 33.2% – 30 53.33% 0.4
Abacus FCF Advisors
3692
Abacus FCF Advisors
Florida
$544M +$100M +22% 34.3% 197% 62 22.58% 1.2
TownSquare Capital
3693
TownSquare Capital
Utah
$544M +$100M +23% 25.2% 96.9% 296 18.58% 4.2
Coerente Capital Management
3694
Coerente Capital Management
Ontario, Canada
$543M +$5.88M +1% 4.12% 54.7% 48 12.5% 3.9
Beck Capital Management
3695
Beck Capital Management
Texas
$543M +$106M +24% 43.9% 291% 148 27.7% 2
Madrona Financial Services
3696
Madrona Financial Services
Washington
$543M +$85.7M +19% 19.2% 85.1% 148 20.27% 2.8
Lafayette Investments
3697
Lafayette Investments
Maryland
$542M +$48.6M +10% 15.9% 77.9% 165 6.06% 5.2
Louisbourg Investments
3698
Louisbourg Investments
New Brunswick, Canada
$542M +$13.2M +3% 6.72% 93.1% 227 12.33% 1.8
CV Advisors
3699
CV Advisors
Florida
$542M +$175M +48% 16.7% 112% 134 65.67% 0.6
Artia Global Partners
3700
Artia Global Partners
Florida
$542M +$42.4M +8% 28.5% 725% 57 28.07% 0.9