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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)
Park Edge Advisors
3951
Park Edge Advisors
Ohio
$434M -$7.87M -2% 2.25% 61.1% 163 20.86% 2.1
Foyston, Gordon, & Payne
3952
Foyston, Gordon, & Payne
Ontario, Canada
$434M -$25.4M -6% 7.37% 75.1% 70 21.43% 4.8
Horiko Capital Management
3953
Horiko Capital Management
New York
$434M -$20M -4% 2.59% 275% 20 15% 4.5
First PREMIER Bank
3954
First PREMIER Bank
South Dakota
$433M -$2.99M -0.7% 0.29% 63% 379 1.58% 5.5
Gagnon Securities
3955
Gagnon Securities
New York
$433M -$57.9M -12% 4.07% 210% 92 14.13% 4.5
Icon Advisers
3956
Icon Advisers
Colorado
$433M -$29.8M -6% 8.59% 114% 198 34.34% 2.7
Pinpoint Asset Management (Singapore)
3957
Pinpoint Asset Management (Singapore)
$433M -$47.4M -10% 5.35% – 194 52.06% 0.3
Seven Springs Wealth Group
3958
Seven Springs Wealth Group
Tennessee
$432M +$82.4M +24% 0.84% 59.2% 88 13.64% 3.8
Ballast Inc
3959
Ballast Inc
Kentucky
$432M +$5.12M +1% 0.6% 71.3% 137 5.84% 4.9
Apeiron RIA
3960
Apeiron RIA
Texas
$431M -$61.4M -12% 0.46% 68.5% 222 14.86% 2.4
MAM
3961
Mystic Asset Management
Rhode Island
$431M -$10.4M -2% 0.19% 114% 224 4.91% 2.9
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
3962
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$431M +$190M +79% 3.87% – 2 0% 1
Operose Advisors
3963
Operose Advisors
Wisconsin
$431M +$2.15M +0.5% 0.66% 68.8% 666 40.09% 1.7
Berkeley Capital Partners
3964
Berkeley Capital Partners
Georgia
$431M +$6.58M +2% 1.15% 62.8% 205 18.05% 4.3
Cypress Asset Management
3965
Cypress Asset Management
Texas
$431M -$23.8M -5% 1.13% 141% 109 8.26% 7.3
Sage Capital Advisors
3966
Sage Capital Advisors
South Dakota
$431M +$10.4M +2% 2.42% 105% 137 12.41% 4.4
Uncommon Cents Investing
3967
Uncommon Cents Investing
Wisconsin
$431M +$17.9M +4% 5.13% 91.4% 210 2.38% 5.1
White Pine Investment Company
3968
White Pine Investment Company
Michigan
$430M +$6M +1% 1.04% 73.3% 70 7.14% 5.6
PAS
3969
PKS Advisory Services
New York
$430M -$8.18M -2% 1.28% – 264 17.05% 1.1
Generali Investments Management
3970
Generali Investments Management
Slovenia
$430M -$72M -14% 4.47% – 171 9.36% 1
Great Oak Capital Partners
3971
Great Oak Capital Partners
Massachusetts
$430M +$31.1M +8% 2% – 49 14.29% 1.5
Laura & John Arnold Foundation
3972
Laura & John Arnold Foundation
Texas
$430M -$139M -24% 5.76% – 4 0% 0.3
AA
3973
Ashford Advisors
New York
$429M -$27.5M -6% 3.49% 75.4% 23 13.04% 3.3
Broadleaf Partners
3974
Broadleaf Partners
Ohio
$429M -$45.3M -10% 4.05% 180% 84 2.38% 4.3
High Net Worth Advisory Group
3975
High Net Worth Advisory Group
Florida
$429M -$5.11M -1% 0.49% 75.7% 253 8.7% 3