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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)
Bay Harbor Wealth Management
4226
Bay Harbor Wealth Management
Maryland
$316M +$8.16M +3% 0.62% 52.9% 1,162 85.46% 0.4
Quantedge Capital
4227
Quantedge Capital
Singapore
$316M +$42.1M +15% 1.17% 110% 150 39.33% 1.1
Passive Capital Management
4228
Passive Capital Management
Maryland
$316M +$31.6M +11% 0.55% 37.7% 86 27.91% 1.8
RI
4229
Rinkey Investments
California
$316M +$3.12M +1% 0.5% 42.1% 104 22.12% 1.3
Donoghue Forlines
4230
Donoghue Forlines
Massachusetts
$315M +$16.5M +6% 3.83% 229% 153 68.63% 0.6
Cypress Point Wealth Management
4231
Cypress Point Wealth Management
Texas
$315M -$5.85M -2% 2.67% 255% 71 7.04% 1.8
Running Point Capital Advisors
4232
Running Point Capital Advisors
California
$315M +$23.1M +8% 1.43% 52.1% 188 16.49% 2.3
Triune Financial Partners
4233
Triune Financial Partners
Kansas
$315M -$2.76M -0.9% 0.37% 66.6% 39 10.26% 2.5
Alfreton Capital
4234
Alfreton Capital
United Kingdom
$315M +$36.6M +13% 0.47% 22.2% 6 16.67% 1.3
Lion Street Advisors
4235
Lion Street Advisors
Texas
$315M +$1.11M +0.4% 1.84% 38% 280 12.14% 2
Jackson Creek Investment Advisors
4236
Jackson Creek Investment Advisors
Colorado
$315M -$17.5M -5% 2.17% 245% 391 51.66% 1.1
Physicians Financial Services
4237
Physicians Financial Services
North Carolina
$314M -$14.9M -5% 4.02% 116% 112 10.71% 6.4
Core Wealth Advisors (Florida)
4238
Core Wealth Advisors (Florida)
Florida
$314M +$11M +4% 2.5% 59.7% 73 23.29% 2.4
NICM
4239
Neo Ivy Capital Management
New York
$314M -$182M -37% 4.52% – 441 80.27% 0.2
Bank of Stockton
4240
Bank of Stockton
California
$314M -$15.2M -5% 2.37% 99.2% 145 4.14% 5.8
Ballast Advisors
4241
Ballast Advisors
Minnesota
$314M -$10.8M -3% 1.35% 66.7% 165 3.03% 4.2
Stempoint Capital
4242
Stempoint Capital
New York
$314M -$86.9M -22% 10.5% – 86 66.28% 0.3
FCA Corp
4243
FCA Corp
Texas
$314M -$6.62M -2% 0.65% 57.4% 196 14.8% 4.9
Integral Investment Advisors
4244
Integral Investment Advisors
California
$313M +$4.47M +1% 3.14% 69% 165 13.94% 1.8
Segra Capital Management
4245
Segra Capital Management
Florida
$313M +$49.4M +19% 27% 19% 14 28.57% 0.8
CSWG
4246
Cardinal Strategic Wealth Guidance
Kentucky
$313M -$822K -0.3% 2.32% 76% 84 25% 3.4
Magnitude Capital
4247
Magnitude Capital
New York
$313M +$25.7M +9% 8.93% – 1 0% 1.3
Boyd Watterson Asset Management
4248
Boyd Watterson Asset Management
Ohio
$313M -$46.9M -13% 2.92% 116% 439 3.42% 3.7
IAM
4249
Infinitum Asset Management
Florida
$313M +$124M +65% 8.15% – 26 34.62% 0.2
Aspen Capital Management
4250
Aspen Capital Management
Idaho
$313M – – 1.04% – 66 – 0