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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)
Susquehanna International Group (Ireland)
4301
Susquehanna International Group (Ireland)
Ireland
$141M +$19.2M +16% 12.5% 5.26% 41 60.98% 0.5
BOCM
4302
Bontempo Ohly Capital Management
Maryland
$141M +$21.2M +18% 15.9% 49.6% 35 14.29% 2.8
CAM
4303
Coltrane Asset Management
New York
$141M +$41.8M +42% 21.1% 50.3% 5 100% 0
Ogorek Anthony Joseph
4304
Ogorek Anthony Joseph
New York
$141M -$42.7M -23% 19.3% 61.1% 227 17.62% 2
OR
4305
Olympiad Research
Connecticut
$141M +$41.8M +42% 21.8% 189% 437 75.97% 0.1
EPG Wealth Management
4306
EPG Wealth Management
Georgia
$141M +$4.88M +4% 20.9% 96% 860 83.84% 0.4
Cerebellum
4307
Cerebellum
California
$141M – – 28% – 471 – 0.6
Stanley Capital Management
4308
Stanley Capital Management
Texas
$141M +$11.2M +9% 24.3% 158% 42 21.43% 2.6
X-Square Capital
4309
X-Square Capital
Puerto Rico
$141M +$40.5M +40% 25.3% 158% 105 40% 1.2
Howard Financial Services
4310
Howard Financial Services
Texas
$141M +$27.7M +25% 21.6% 55.9% 127 26.77% 0.9
Valtinson Bruner Financial Planning
4311
Valtinson Bruner Financial Planning
Minnesota
$141M +$16.8M +14% 10.1% 36.2% 84 27.38% 0.8
Rain Capital Management
4312
Rain Capital Management
Oregon
$141M +$41M +41% 8.02% 18.2% 36 11.11% 2.5
ACM
4313
Ariose Capital Management
Hong Kong
$141M -$68.1M -33% 63.6% 1,745% 54 81.48% 0.2
Ballast Advisors
4314
Ballast Advisors
Minnesota
$141M +$34.2M +32% 18.6% 66.7% 168 12.5% 0.5
John W. Brooker & Co
4315
John W. Brooker & Co
California
$140M +$1.61M +1% 11.2% 43.4% 180 10.56% 0.5
First Ascent Asset Management
4316
First Ascent Asset Management
Colorado
$140M -$5.42M -4% 11.7% 4.15% 36 25% 0.4
Tuttle Capital Management
4317
Tuttle Capital Management
Connecticut
$140M -$46.9M -25% 34.9% 115% 157 82.17% 0.2
Monterey Private Wealth
4318
Monterey Private Wealth
California
$140M +$23M +20% 15.3% 29.8% 74 21.62% 0.4
Roman Butler Fullerton & Co
4319
Roman Butler Fullerton & Co
Missouri
$140M +$26.9M +24% 21.9% 134% 154 17.53% 1.2
Peninsula Asset Management
4320
Peninsula Asset Management
Florida
$140M +$18.7M +15% 21.9% 44.1% 51 15.69% 5.1
BigSur Wealth Management
4321
BigSur Wealth Management
Florida
$140M +$6.46M +5% 18.3% 94.8% 113 14.16% 2.3
Noked Capital
4322
Noked Capital
Israel
$140M +$83.9M +150% 56% 197% 20 50% 0.5
Noked Israel
4323
Noked Israel
Israel
$140M +$83.9M +150% 56% 265% 20 50% 0.5
FP
4324
Financial Perspectives
Minnesota
$140M +$16.1M +13% 15.4% 87.8% 569 10.72% 0.5
NERM
4325
New England Research & Management
Illinois
$140M +$22.6M +19% 17.4% 65% 159 27.67% 2.6