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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)
Builder Investment Group
3801
Builder Investment Group
Georgia
$461M -$2.09M -0.5% 1.14% 169% 107 9.35% 2.7
Fulcrum Capital
3802
Fulcrum Capital
Washington
$461M -$37.3M -7% 5.04% 102% 102 3.92% 3.9
Foresite Capital Management VI
3803
Foresite Capital Management VI
California
$460M +$129M +39% 60.5% – 19 47.37% 0.5
Morton Community Bank
3804
Morton Community Bank
Illinois
$460M -$2.65M -0.6% 4.93% – 119 6.72% 1.9
Rockline Wealth Management
3805
Rockline Wealth Management
New York
$460M -$30.4M -6% 0.68% 176% 118 19.49% 1.5
Pureheart Capital
3806
Pureheart Capital
$459M -$828M -64% 0% – 7 100% 0
Prudent Investors Network
3807
Prudent Investors Network
California
$459M +$23.4M +5% 0.67% – 80 16.25% 2.2
Fielder Capital Group
3808
Fielder Capital Group
Tennessee
$459M -$10.7M -2% 6.55% – 314 19.43% 1.4
Valicenti Advisory Services
3809
Valicenti Advisory Services
New York
$459M -$19M -4% 0.04% 134% 86 9.3% 5.3
AA
3810
Ancient Art
Texas
$459M +$16.5M +4% 10.5% 168% 16 31.25% 2.6
UAM
3811
UAS Asset Management
New York
$458M -$15.8M -3% 6.05% 98% 16 31.25% 5.6
Olstein Capital Management
3812
Olstein Capital Management
New York
$458M -$29.5M -6% 3.57% 16.6% 103 5.83% 6.1
MIC
3813
Maxi Investments CY
Cyprus
$458M -$92.3M -17% 8.54% 83.2% 153 70.59% 0.8
Alliance Wealth Management Group
3814
Alliance Wealth Management Group
New Jersey
$457M +$1.42M +0.3% 1.1% 43.4% 99 7.07% 5.3
Madrona Financial Services
3815
Madrona Financial Services
Washington
$457M -$11.1M -2% 1.52% 85.1% 136 15.44% 3.1
Farringdon Capital
3816
Farringdon Capital
United Kingdom
$457M +$49M +12% 1.98% – 621 75.36% 0.2
Thrive Capital Management (Pennsylvania)
3817
Thrive Capital Management (Pennsylvania)
Pennsylvania
$456M +$7.3M +2% 0.26% 65.3% 184 13.59% 1.2
B. Riley Financial
3818
B. Riley Financial
California
$456M +$222M +95% 116% 682% 30 60% 0.9
Eldridge Investment Advisors
3819
Eldridge Investment Advisors
New Hampshire
$456M +$2.09M +0.5% 0.74% 50.9% 166 12.65% 4.2
Landaas & Company
3820
Landaas & Company
Wisconsin
$456M +$1.38M +0.3% 1.84% 68.3% 138 14.49% 3.1
Halter Ferguson Financial
3821
Halter Ferguson Financial
Indiana
$456M +$625K +0.1% 14.1% 131% 42 21.43% 1.5
FIM
3822
FWL Investment Management
Texas
$456M +$39.9M +10% 5.18% 165% 420 30.71% 1.5
Entrust Global Partners
3823
Entrust Global Partners
New York
$456M -$37.3M -8% 26% 82.3% 5 20% 1.4
Adams Wealth Management
3824
Adams Wealth Management
Utah
$455M -$13.2M -3% 0.11% 105% 185 24.32% 2.5
Herold Advisors
3825
Herold Advisors
New York
$455M +$7.86M +2% 0.66% 90.2% 270 11.11% 3