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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)
Sequoia Wealth Management
4426
Sequoia Wealth Management
Illinois
$94.2M -$9.3M -9% 2.27% – 60 16.67% 0.5
Moon Capital Management (Tennessee)
4427
Moon Capital Management (Tennessee)
Tennessee
$94.1M +$8.92M +10% 0.17% 15.7% 48 14.58% 2.4
RWG
4428
Regal Wealth Group
California
$93.9M -$35.7M -28% 1.99% 17% 182 9.34% 2
Orca Investment Management
4429
Orca Investment Management
Oregon
$93.7M +$6.18M +7% 3.51% 122% 75 13.33% 2.6
Titus Wealth Management
4430
Titus Wealth Management
California
$93.6M -$10.3M -10% 0.78% 26.6% 105 32.38% 0.3
AB CarVal Investors
4431
AB CarVal Investors
Minnesota
$93.6M +$40.1M +75% 3.72% 24% 16 37.5% 0.4
Patriot Financial Group Insurance Agency
4432
Patriot Financial Group Insurance Agency
Massachusetts
$93.5M -$41.6M -31% 2.03% 97.3% 984 45.22% 1.2
AWH Capital
4433
AWH Capital
Texas
$93.5M +$5.91M +7% 10.2% 183% 17 11.76% 0.4
Covalent Partners
4434
Covalent Partners
Massachusetts
$93.3M -$11.5M -11% 1.25% 36.6% 30 26.67% 1.1
Portland Investment Counsel
4435
Portland Investment Counsel
Ontario, Canada
$93.2M -$15.2M -14% 2.45% 108% 38 5.26% 3.3
CHA
4436
Carmichael Hill & Associates
Maryland
$93M +$1.5M +2% 2.03% 39.7% 119 4.2% 0.5
MI
4437
M3F Inc
Utah
$92.5M +$6.33M +7% 2.3% 139% 28 21.43% 1.3
Athyrium Capital Management
4438
Athyrium Capital Management
New York
$92.5M -$70.8M -43% 0.22% 25.1% 3 0% 0.5
SC
4439
Salzman & Co
New York
$92.4M +$2.03M +2% 1.2% 15.7% 10 30% 0.5
Performa Ltd (US)
4440
Performa Ltd (US)
South Carolina
$92.4M -$8.07M -8% 3.31% 55.8% 2 0% 0.3
Cypress Wealth Advisors
4441
Cypress Wealth Advisors
California
$92.4M +$105K +0.1% 6.39% 29.3% 84 13.1% 1.9
Sapphire Ventures
4442
Sapphire Ventures
Texas
$92.3M +$41.1M +80% 27.5% 27.9% 7 28.57% 1.1
New Jersey Better Educational Savings Trust
4443
New Jersey Better Educational Savings Trust
New Jersey
$92.2M +$2.22M +2% 2.56% 42% 202 35.15% 1.5
Blue Chip Wealth Management
4444
Blue Chip Wealth Management
Florida
$92M -$5.69M -6% 5.05% – 107 8.41% 0.2
Q3 Asset Management
4445
Q3 Asset Management
Michigan
$91.1M +$2.66M +3% 5.27% 96.2% 38 65.79% 0.2
DE
4446
DFT Energy
New York
$91M +$16.6M +22% 26.4% – 16 18.75% 1.4
Trust Investment Advisors
4447
Trust Investment Advisors
Indiana
$91M +$3.9M +4% 6.05% 178% 88 10.23% 2.4
SCM
4448
Samson Capital Management
Kansas
$90.8M +$9.9M +12% 11.8% 13.4% 19 47.37% 2.2
Mitchell Sinkler & Starr
4449
Mitchell Sinkler & Starr
Pennsylvania
$90.7M +$3.09M +4% 2.85% 85.6% 93 7.53% 3.1
New Vernon Capital Holdings II
4450
New Vernon Capital Holdings II
New Jersey
$90.7M +$18.9M +26% 1.96% 114% 54 44.44% 0.5