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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)
Wealth Advisory Solutions
3726
Wealth Advisory Solutions
Indiana
$369M -$17.2M -4% 1.21% 60.5% 136 17.65% 1.5
IAM Advisory
3727
IAM Advisory
Pennsylvania
$369M +$3.9M +1% 0.97% 74.5% 113 23.89% 1.5
Roof Eidam Maycock Peralta (REMP)
3728
Roof Eidam Maycock Peralta (REMP)
California
$369M +$4.66M +1% 2.08% 62.3% 130 11.54% 4.6
Waterfront Wealth
3729
Waterfront Wealth
Kansas
$369M +$11.3M +3% 0.55% 71.8% 251 5.58% 2.6
Sunburst Financial Group
3730
Sunburst Financial Group
Alabama
$369M +$15.1M +4% 2.14% 55.7% 116 11.21% 2.6
Post Oak Energy Holdings
3731
Post Oak Energy Holdings
Texas
$368M -$100M -21% 9% 64.6% 4 75% 0.8
Capital City Trust
3732
Capital City Trust
Florida
$368M +$9.05M +3% 4.77% 98.5% 118 12.71% 7
P/E Global LLC
3733
P/E Global LLC
Massachusetts
$368M -$6.4M -2% 1.13% 40.8% 3 0% 0.9
Raab & Moskowitz Asset Management
3734
Raab & Moskowitz Asset Management
New Jersey
$368M +$10.4M +3% 3.02% 75% 173 6.36% 6.2
Fruth Investment Management
3735
Fruth Investment Management
Texas
$368M -$22.1M -6% 2.37% 79.4% 225 5.78% 7.9
CQS (US)
3736
CQS (US)
New York
$367M -$21.1M -5% 0.85% 15% 45 4.44% 2.2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3737
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$367M -$16.5M -4% 2.7% 80.8% 62 9.68% 3.1
Cyrus Capital Partners
3738
Cyrus Capital Partners
New York
$367M -$4.04M -1% 8.69% 163% 10 60% 0.9
HEC
3739
Hudson Executive Capital
New York
$367M -$28.5M -7% 0.93% 127% 4 0% 4.3
Hel Ved Capital Management
3740
Hel Ved Capital Management
Hong Kong
$367M -$37.4M -9% 11.5% 1,351% 70 55.71% 0.4
Builder Investment Group
3741
Builder Investment Group
Georgia
$367M +$23M +7% 11.9% 169% 107 7.48% 1.3
GWM
3742
GSB Wealth Management
Connecticut
$366M +$11.1M +3% 1.22% 61.8% 220 4.09% 2.7
Greenlea Lane Capital Management
3743
Greenlea Lane Capital Management
Connecticut
$366M +$13.3M +4% 4.14% 99.7% 11 27.27% 2.8
Intellectus Partners
3744
Intellectus Partners
California
$366M -$13.9M -4% 2.11% 157% 276 10.14% 3.5
Firestone Capital Management
3745
Firestone Capital Management
Florida
$366M +$6.99M +2% 0.07% 51.6% 150 8% 3
DA
3746
Dash Acquisitions
California
$366M +$49.3M +16% 2% 52% 57 17.54% 2
CH
3747
Canton Hathaway
Rhode Island
$366M -$6.89M -2% 0.84% 87.8% 260 13.46% 3
Inlet Private Wealth
3748
Inlet Private Wealth
Florida
$365M +$7.42M +2% 1.5% 111% 131 7.63% 3.8
Denali Advisors
3749
Denali Advisors
California
$365M +$25.8M +8% 3.89% 106% 479 69.52% 2.2
Poehling Capital Management
3750
Poehling Capital Management
Wisconsin
$365M -$7.87M -2% 1.09% 83% 136 10.29% 3.5