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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)
Clare Market Investments
3951
Clare Market Investments
Texas
$232M +$1.72M +0.7% 1.21% – 142 26.06% 1.9
Red Wave Investments
3952
Red Wave Investments
Pennsylvania
$231M -$12M -5% 5.63% 58% 95 7.37% 1.6
Delta Investment Management
3953
Delta Investment Management
California
$231M +$12M +5% 5.04% 65.8% 179 29.05% 1.6
Berkeley Capital Partners
3954
Berkeley Capital Partners
Georgia
$231M -$11.3M -5% 6.08% 62.8% 142 11.97% 3.4
Colony Family Offices
3955
Colony Family Offices
North Carolina
$231M +$10.3M +5% 5.51% 53.9% 81 14.81% 0.6
Stewardship Advisors
3956
Stewardship Advisors
Pennsylvania
$231M -$7.08M -3% 5.82% 46.1% 49 20.41% 1.8
Blue Owl Capital Holdings
3957
Blue Owl Capital Holdings
New York
$231M +$27.3M +13% 11% 145% 39 5.13% 0.6
Harvey Capital Management
3958
Harvey Capital Management
Florida
$231M -$25.5M -10% 1.96% 147% 77 2.6% 3.3
Alpha Paradigm Partners
3959
Alpha Paradigm Partners
Illinois
$230M -$11.7M -5% 2.33% – 675 60.44% 0.5
AFA
3960
Alta Fundamental Advisers
New York
$230M -$40.4M -15% 2.84% 340% 24 8.33% 1.6
Bourne Lent Asset Management
3961
Bourne Lent Asset Management
New York
$230M -$22M -9% 6.94% 76.1% 61 4.92% 5.5
FC
3962
Franchise Capital
Cayman Islands
$230M -$68.9M -23% 3.38% 537% 28 67.86% 0.3
FAP
3963
Financial Advisory Partners
Florida
$230M -$12.5M -5% 5.43% 52.9% 68 5.88% 0.7
MilWealth Group
3964
MilWealth Group
Wisconsin
$230M -$2.97M -1% 5.45% 36.8% 72 16.67% 2.8
Waypoint Capital Advisors
3965
Waypoint Capital Advisors
Minnesota
$229M +$9.15M +4% 0.53% 50.3% 119 13.45% 0.6
PBMares Wealth Management
3966
PBMares Wealth Management
Virginia
$229M -$3.9M -2% 3.74% 67.7% 162 11.11% 1.9
TM
3967
Tiger Management
New York
$229M +$2.4M +1% 3.55% – 23 47.83% 1
Wellington Shields & Co
3968
Wellington Shields & Co
New York
$229M -$183M -44% 5.49% 109% 297 10.44% 2.1
Hemington Wealth Management
3969
Hemington Wealth Management
Virginia
$229M -$23M -9% 5.4% 76.1% 102 8.82% 1.4
Supplemental Annuity Collective Trust (SACT) of New Jersey
3970
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$229M -$21.1M -8% 4.47% 147% 219 2.28% 5.1
TRV GP III
3971
TRV GP III
Massachusetts
$229M -$15.5M -6% 64.7% 170% 7 14.29% 3.1
Legacy Wealth Asset Management
3972
Legacy Wealth Asset Management
Minnesota
$229M -$17.8M -7% 6.68% 116% 382 32.98% 1.3
Cornell Pochily Investment Advisors
3973
Cornell Pochily Investment Advisors
New York
$229M +$4.38M +2% 5.47% 97% 168 4.76% 3.4
Princeton Capital Management
3974
Princeton Capital Management
New Jersey
$228M -$29.5M -11% 6.43% 206% 100 14% 4.6
AWAM
3975
Appian Way Asset Management
New York
$228M -$16.8M -7% 5.41% 49.4% 40 62.5% 0.5