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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)
Premier Financial Group
3901
Premier Financial Group
California
$497M -$90M -15% 11.1% – 255 90.98% 0.1
Raab & Moskowitz Asset Management
3902
Raab & Moskowitz Asset Management
New Jersey
$497M +$47.6M +11% 12.8% 84.7% 203 10.34% 6.7
Alta Fox Capital Management
3903
Alta Fox Capital Management
Texas
$497M +$119M +32% 17.5% 261% 17 58.82% 0.5
Monument Capital Management
3904
Monument Capital Management
Virginia
$497M +$98.1M +25% 25.1% 170% 283 30.74% 2.2
Coston McIsaac & Partners
3905
Coston McIsaac & Partners
Maine
$497M +$53.9M +12% 5.54% 34.3% 1,004 12.55% 2.6
PBF
3906
Petix & Botte Financial
California
$497M +$48M +11% 11.8% 47.5% 145 7.59% 3.5
Ackerman Capital Advisors
3907
Ackerman Capital Advisors
Texas
$497M +$8.24M +2% 8.35% 46.4% 122 7.38% 3.7
NVWM LLC
3908
NVWM LLC
Pennsylvania
$496M +$47.1M +10% 20.9% 119% 803 10.96% 3.1
Bayview Asset Management
3909
Bayview Asset Management
Florida
$496M +$236M +91% 8.41% 55.4% 86 52.33% 0.5
Edenbrook Capital
3910
Edenbrook Capital
New York
$496M +$175M +55% 38.4% 267% 22 59.09% 2.4
PFMOSF
3911
Philadelphia Financial Management of San Francisco
California
$496M +$150M +43% 23.3% 209% 75 82.67% 0.2
Segra Capital Management
3912
Segra Capital Management
Florida
$496M +$248M +100% 24.7% 19% 16 62.5% 0.3
Blankinship & Foster
3913
Blankinship & Foster
California
$495M +$43.2M +10% 13.1% 67.1% 81 9.88% 4.8
CWAG
3914
Compton Wealth Advisory Group
Virginia
$495M +$46.4M +10% 13% 76.1% 85 2.35% 5.2
Integris Wealth Management
3915
Integris Wealth Management
California
$495M +$60.1M +14% 12.5% 60.3% 134 9.7% 2.3
Fairvoy Private Wealth
3916
Fairvoy Private Wealth
Alabama
$495M +$75.8M +18% 20.1% – 231 26.41% 1
Act Two Investors
3917
Act Two Investors
California
$495M +$41.6M +9% 8.58% 53% 38 7.89% 3.9
Fermata Advisors
3918
Fermata Advisors
California
$495M +$50.4M +11% 9.22% 58.3% 279 18.28% 1.9
Carlson Capital
3919
Carlson Capital
Texas
$494M +$177M +56% 2.65% 67.9% 102 56.86% 0.3
Cary Street Partners Investment Advisory
3920
Cary Street Partners Investment Advisory
Virginia
$494M +$103M +26% 15.4% 84.1% 787 16.14% 2.6
Mars Jewett Financial Group
3921
Mars Jewett Financial Group
Washington
$494M +$178M +57% 13.2% – 47 23.4% 0.4
MIC
3922
Maxi Investments CY
Cyprus
$494M +$36.4M +8% 35.6% 83.2% 125 76% 0.5
Marathon Capital Management
3923
Marathon Capital Management
Maryland
$494M +$48.7M +11% 19.4% 74% 198 19.19% 3.2
Augustine Asset Management
3924
Augustine Asset Management
Florida
$494M +$49.8M +11% 19.1% 316% 123 10.57% 4.2
Benin Management Corp
3925
Benin Management Corp
Connecticut
$494M +$49M +11% 14.8% 91.7% 157 10.19% 6.3