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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)
Atlantic Edge Private Wealth Management
4101
Atlantic Edge Private Wealth Management
Florida
$365M +$37.5M +11% 9.82% 84.4% 531 9.42% 1.2
LaSalle St. Investment Advisors
4102
LaSalle St. Investment Advisors
Illinois
$365M -$59.8M -14% 9.15% 61.9% 356 19.94% 1
H2CM
4103
H/2 Credit Manager
Connecticut
$365M -$11.9M -3% 2.65% 97.4% 16 0% 2.7
KDA
4104
Kraft Davis & Associates
Missouri
$365M +$54.4M +18% 11.5% 81.8% 152 25.66% 1.5
Once Capital Management
4105
Once Capital Management
New York
$364M +$145M +66% 50.6% 570% 18 11.11% 2.5
Westmount Partners
4106
Westmount Partners
California
$364M +$36.3M +11% 14% 101% 257 11.28% 1.8
WA
4107
WP Advisors
California
$364M +$63.8M +21% 9.08% 113% 119 10.92% 4.2
Lightrock Netherlands
4108
Lightrock Netherlands
Netherlands
$364M -$16.3M -4% 9.12% – 39 0% 0.5
Sovereign Investment Advisors
4109
Sovereign Investment Advisors
Arizona
$364M +$76.3M +27% 2.63% 43.7% 39 23.08% 3.8
Triune Financial Partners
4110
Triune Financial Partners
Kansas
$363M +$48.4M +15% 8.98% 61.6% 46 28.26% 2.3
WHAM
4111
Windmill Hill Asset Management
United Kingdom
$363M +$39.9M +12% 16.8% 97% 28 14.29% 2
Strata Wealth Advisors
4112
Strata Wealth Advisors
Texas
$363M +$41.2M +13% 7.92% 73.6% 80 15% 1.5
NYL Investors
4113
NYL Investors
New York
$363M -$1.2B -77% 2% 12.7% 38 7.89% 4.7
Navalign LLC
4114
Navalign LLC
California
$363M +$11.8M +3% 5.9% 50.7% 118 5.93% 3.3
Running Point Capital Advisors
4115
Running Point Capital Advisors
California
$362M +$47.3M +15% 6.88% 52.1% 192 9.38% 2.5
DAFNA Capital Management
4116
DAFNA Capital Management
California
$362M +$9.6M +3% 9.56% 313% 86 15.12% 3.1
Aspire Capital Advisors
4117
Aspire Capital Advisors
Washington
$362M +$27.1M +8% 8.65% 59.3% 107 19.63% 1.7
Catalyst Funds Management
4118
Catalyst Funds Management
Australia
$362M -$20.4M -5% 18.8% – 737 81% 0.2
Segra Capital Management
4119
Segra Capital Management
Florida
$362M +$48.9M +16% 55.8% 19% 14 35.71% 1.4
Barometer Capital Management
4120
Barometer Capital Management
Ontario, Canada
$362M +$93.3M +35% 23.9% 339% 213 47.89% 0.5
NorthStar Asset Management (Massachusetts)
4121
NorthStar Asset Management (Massachusetts)
Massachusetts
$362M +$23.8M +7% 8.28% 66.3% 61 4.92% 3.1
Chapin Davis
4122
Chapin Davis
Maryland
$362M +$68.4M +23% 17.4% 339% 240 10% 1.9
Weaver Consulting Group
4123
Weaver Consulting Group
California
$362M +$29.5M +9% 7% 56.4% 250 12.8% 3.2
Lead Edge Capital Management
4124
Lead Edge Capital Management
New York
$361M +$32M +10% 15.9% 20.2% 11 27.27% 1.3
Flagstar Advisors
4125
Flagstar Advisors
New York
$361M -$30M -8% 7.33% 81.9% 218 9.63% 2.6