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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)
First Citizens Asset Management
4276
First Citizens Asset Management
North Carolina
$235M -$9.06M -4% 3.26% 44.2% 35 5.71% 0.9
Abound Wealth Management
4277
Abound Wealth Management
Tennessee
$235M -$4.1M -2% 4.57% 65.7% 1,240 9.52% 0.7
LJHT
4278
Laurie J. Hall Trustee
$235M -$17.1M -7% 3.47% 105% 282 12.41% 6.2
Tree Line Advisors
4279
Tree Line Advisors
Hong Kong
$235M +$90.4M +63% 0.56% 670% 8 37.5% 1.1
KCS Wealth Advisory
4280
KCS Wealth Advisory
California
$235M -$54.1M -19% 1.51% 45.3% 156 16.67% 3.4
First Sabrepoint Capital Management
4281
First Sabrepoint Capital Management
Texas
$235M +$5.99M +3% 3.82% 218% 39 46.15% 0.8
PCA
4282
Prospect Capital Advisors
California
$234M -$29.8M -11% 7.3% 202% 32 18.75% 2.9
Colony Family Offices
4283
Colony Family Offices
North Carolina
$234M -$2.82M -1% 3.07% 53.9% 42 7.14% 1.7
Red Wave Investments
4284
Red Wave Investments
Pennsylvania
$234M -$13.3M -5% 3.43% 58% 93 1.08% 2.3
1C
4285
1623 Capital
Virginia
$234M +$3.4M +1% 4.4% 11.9% 32 18.75% 2.3
TCP Asset Management
4286
TCP Asset Management
Ohio
$234M -$1.46M -0.6% 4.16% 65% 65 9.23% 0.6
Mount Capital
4287
Mount Capital
United Kingdom
$234M -$23.9M -9% 1.66% 34.4% 26 30.77% 1.4
Entrust Global Partners
4288
Entrust Global Partners
New York
$234M +$3.44M +1% 2.76% 82.3% 5 0% 2.1
WFA
4289
Wade Financial Advisory
California
$234M -$18.8M -7% 3.76% 15.9% 76 11.84% 2.9
Sykon Capital
4290
Sykon Capital
New York
$233M +$88.6M +61% 1.62% 63.7% 81 65.43% 0.1
AlphaMark Advisors
4291
AlphaMark Advisors
Kentucky
$233M +$16.5M +8% 1.91% 26.4% 807 28.25% 3.2
WT Wealth Management
4292
WT Wealth Management
Arizona
$233M -$7.73M -3% 1.85% 72% 119 29.41% 1.9
Stone Summit Wealth
4293
Stone Summit Wealth
Florida
$233M -$8.06M -3% 4.76% 67% 140 3.57% 1.5
Tranquility Partners
4294
Tranquility Partners
Tennessee
$233M +$1.14M +0.5% 1.84% 77.3% 230 15.65% 2.5
Index Venture Growth Associates III
4295
Index Venture Growth Associates III
Jersey
$233M -$60.5M -21% 18.8% 740% 3 0% 1.8
VisionPoint Advisory Group
4296
VisionPoint Advisory Group
Texas
$233M -$11.3M -5% 1.87% 79.3% 845 40.59% 0.4
IC
4297
Immersion Capital
United Kingdom
$233M -$65.8M -22% 3.86% 63.4% 9 22.22% 2.1
Oak Asset Management
4298
Oak Asset Management
California
$233M -$8.39M -3% 2.47% 91.8% 103 5.83% 1.2
Forager Capital Management
4299
Forager Capital Management
Alabama
$233M -$67M -22% 4.88% 52.6% 14 7.14% 1.4
Legacy Capital Group California
4300
Legacy Capital Group California
California
$233M -$10.1M -4% 2.7% 129% 303 25.41% 0.4