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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)
DGS Capital Management
3826
DGS Capital Management
New Jersey
$352M +$92M +35% 20.9% 177% 318 28.3% 1.2
Ararat Capital Management
3827
Ararat Capital Management
Connecticut
$352M +$6.87M +2% 8.79% 99.2% 27 44.44% 0.9
Q3 Asset Management
3828
Q3 Asset Management
Michigan
$352M -$44M -11% 9.87% 105% 64 56.25% 0.3
Quattro Financial Advisors
3829
Quattro Financial Advisors
Texas
$352M +$62.8M +22% 10.7% 77.6% 99 41.41% 1.5
Waypoint Wealth Partners
3830
Waypoint Wealth Partners
California
$351M +$29.1M +9% 7.52% 52.1% 76 9.21% 1.9
MWM
3831
Mascoma Wealth Management
New Hampshire
$351M +$18.6M +6% 5.09% 43.7% 471 4.67% 2.7
Winmill & Co
3832
Winmill & Co
New Hampshire
$351M +$39.4M +13% 15.9% 146% 73 19.18% 2.7
Noble Family Wealth
3833
Noble Family Wealth
Florida
$351M +$21M +6% 6.95% 60% 61 1.64% 1
Donoghue Forlines
3834
Donoghue Forlines
Massachusetts
$351M +$31.8M +10% 8.88% 229% 267 38.2% 1.2
American Assets Capital Advisers
3835
American Assets Capital Advisers
California
$351M -$2.19M -0.6% 9.2% 73.5% 37 21.62% 3.3
Liberty Mutual Group Asset Management
3836
Liberty Mutual Group Asset Management
Massachusetts
$351M +$5.31M +2% 2.08% 47.9% 124 12.9% 1.5
Platte River Wealth Advisors
3837
Platte River Wealth Advisors
Colorado
$351M +$48.9M +16% 7.52% 28.6% 99 12.12% 3.1
Triangle Securities Wealth Management
3838
Triangle Securities Wealth Management
North Carolina
$351M +$29.2M +9% 9.04% 83.6% 196 3.57% 5.9
Pacific Center for Financial Services
3839
Pacific Center for Financial Services
California
$351M +$33.6M +11% 8.25% 60.1% 471 16.35% 4.2
P. Schoenfeld Asset Management (PSAM)
3840
P. Schoenfeld Asset Management (PSAM)
New York
$350M -$77.6M -18% 11.8% 367% 90 75.56% 0.6
Versant Capital Management
3841
Versant Capital Management
Arizona
$350M +$14.9M +4% 6.54% 97.3% 1,975 8.1% 4.8
FSI
3842
Flow State Investments
Illinois
$350M +$31.8M +10% 2.65% – 282 42.91% 0.5
MAM
3843
Milestone Asset Management
Pennsylvania
$350M +$46M +15% 5.68% 64.4% 176 54.55% 0.4
CM Wealth Advisors
3844
CM Wealth Advisors
Ohio
$350M +$117M +50% 8.63% 64.7% 192 65.63% 0.4
MYDA Advisors
3845
MYDA Advisors
New York
$350M +$50.7M +17% 14.4% 232% 149 62.42% 0.5
Tekne Capital Management
3846
Tekne Capital Management
New York
$350M +$75.9M +28% 11.3% 516% 12 33.33% 2.2
PFA
3847
Professional Financial Advisors
Nebraska
$350M +$47.4M +16% 6.62% 59.2% 107 16.82% 1.9
Elevated Capital Advisors
3848
Elevated Capital Advisors
Utah
$349M +$29.3M +9% 5.59% 50.2% 189 15.34% 2.4
Kore Advisors
3849
Kore Advisors
Florida
$349M -$18.9M -5% 6.2% – 26 38.46% 0.2
Ellsworth Advisors
3850
Ellsworth Advisors
Ohio
$349M +$32.5M +10% 10% 131% 206 39.32% 1.4