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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)
Towneley Capital Management
3851
Towneley Capital Management
California
$509M +$31.7M +7% 8.01% 50.2% 47 12.77% 1.8
Castle Rock Wealth Management
3852
Castle Rock Wealth Management
California
$509M +$47.5M +10% 23.3% 115% 282 12.06% 3.3
Alibaba Group
3853
Alibaba Group
Hong Kong
$509M -$143M -22% 21.9% 2.06% 2 0% 8.1
Aries Wealth Management
3854
Aries Wealth Management
Maine
$509M +$54.5M +12% 12.2% 87.7% 246 6.5% 3.1
Financial Sense Advisors
3855
Financial Sense Advisors
California
$508M +$15.7M +3% 1.54% 152% 165 30.91% 2
Renaissance Investment Group
3856
Renaissance Investment Group
Massachusetts
$508M +$42.9M +9% 16.6% 110% 88 12.5% 7.2
Hourglass Capital
3857
Hourglass Capital
Texas
$508M +$27.9M +6% 8.85% 94.4% 134 8.21% 4.5
55 North Private Wealth
3858
55 North Private Wealth
Florida
$508M +$118M +30% 12.7% – 326 42.33% 0.3
McRae Capital Management
3859
McRae Capital Management
New Jersey
$508M +$26M +5% 11.6% 78.2% 116 11.21% 6.1
Beacon Financial Advisory
3860
Beacon Financial Advisory
Ohio
$508M +$65.1M +15% 15.2% 76.8% 434 11.29% 2.6
Integrated Investment Consultants
3861
Integrated Investment Consultants
Michigan
$508M +$36.6M +8% 12.8% 70.2% 289 15.22% 4.3
Roof Eidam Maycock Peralta (REMP)
3862
Roof Eidam Maycock Peralta (REMP)
California
$508M +$71.7M +16% 11.3% 62.3% 129 4.65% 5.3
Old Port Advisors
3863
Old Port Advisors
Maine
$508M +$73.2M +17% 26.9% 114% 273 14.65% 4.3
Liberty Street Advisors
3864
Liberty Street Advisors
New York
$507M +$466M +1,124% 2.43% – 6 66.67% 0.2
HGC Investment Management
3865
HGC Investment Management
Ontario, Canada
$507M +$55.2M +12% 1.19% 33.2% 217 38.25% 0.5
Lightrock Netherlands
3866
Lightrock Netherlands
Netherlands
$506M +$38.4M +8% 15.3% – 40 15% 1.3
Ulysses Management
3867
Ulysses Management
New York
$506M -$296M -37% 18.1% 51.8% 52 51.92% 2
Herold Advisors
3868
Herold Advisors
New York
$506M +$50.6M +11% 12.5% 90.2% 281 9.25% 3.1
KC
3869
Keenan Capital
California
$506M +$31.9M +7% 11.3% 110% 12 33.33% 3
Rialto Wealth Management
3870
Rialto Wealth Management
New York
$505M +$60M +13% 10.7% – 2,018 18.43% 1
one8zero8 LLC
3871
one8zero8 LLC
North Carolina
$505M +$56M +12% 17.9% – 282 13.48% 1.2
Eldridge Investment Advisors
3872
Eldridge Investment Advisors
New Hampshire
$505M +$48.7M +11% 11.8% 50.9% 169 12.43% 4.2
Builder Investment Group
3873
Builder Investment Group
Georgia
$505M +$43.8M +9% 10.2% 169% 112 13.39% 2.7
Abound Wealth Management
3874
Abound Wealth Management
Tennessee
$504M +$63.8M +14% 13.9% 65.7% 1,599 22.08% 2.4
JPL Wealth Management
3875
JPL Wealth Management
Colorado
$504M +$69.1M +16% 15.2% – 1,996 28.06% 0.3