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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)
Aries Wealth Management
4476
Aries Wealth Management
Maine
$231M -$31.4M -12% 4.8% 87.7% 245 92.65% 0.8
Omega Financial Group
4477
Omega Financial Group
California
$231M +$5.4M +2% 4.8% 47% 77 16.88% 2.3
Excalibur Management
4478
Excalibur Management
Massachusetts
$231M -$17M -7% 0.3% 81.7% 164 9.15% 3.6
FC Advisory
4479
FC Advisory
Pennsylvania
$231M -$8.55M -4% 6.23% 46.6% 80 16.25% 3.8
Wealth Alliance Advisory Group
4480
Wealth Alliance Advisory Group
Kansas
$231M +$531K +0.2% 0.43% 72.7% 177 19.21% 2.7
Quaker Wealth Management
4481
Quaker Wealth Management
New Jersey
$230M -$4.76M -2% 2.72% – 55 14.55% 0.8
PAM
4482
Pegasus Asset Management
New York
$230M -$13.6M -6% 4.56% 89% 78 3.85% 3.3
Hamilton Wealth
4483
Hamilton Wealth
California
$230M +$6.37M +3% 4.77% 108% 95 45.26% 1
Turim 21 Investimentos
4484
Turim 21 Investimentos
Brazil
$230M +$877K +0.4% 14.2% 62.1% 135 39.26% 0.5
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
4485
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$230M -$102M -31% 2.31% 1,119% 22 54.55% 1
Warwick Investment Management
4486
Warwick Investment Management
Texas
$229M +$31.6M +16% 4.72% 69.9% 60 15% 0.2
PWP
4487
Personal Wealth Partners
Minnesota
$229M -$13M -5% 4.59% 37.2% 80 12.5% 2.2
Founders Circle Capital
4488
Founders Circle Capital
California
$229M -$129M -36% 33.7% 28% 14 14.29% 0.6
Bridge Advisory
4489
Bridge Advisory
California
$229M +$7.85M +4% 2.39% 6.7% 108 22.22% 0.9
Sagefield Capital
4490
Sagefield Capital
Texas
$229M +$11.7M +5% 39.4% 115% 187 36.9% 0.2
Chase Investment Counsel
4491
Chase Investment Counsel
Virginia
$229M -$21M -8% 3.7% 350% 147 45.58% 1.5
FFG
4492
Fortem Financial Group
California
$228M +$9.2M +4% 0.02% 183% 190 21.58% 1.8
DA
4493
DCF Advisers
Connecticut
$228M -$18.3M -7% 2.7% 372% 92 46.74% 1.2
Algebris (UK)
4494
Algebris (UK)
United Kingdom
$228M +$3.22M +1% 6.23% 24.5% 42 54.76% 0.6
Howard Hughes Medical Institute
4495
Howard Hughes Medical Institute
Maryland
$228M -$27M -11% 8.03% 70.9% 22 9.09% 6
Ategra Capital Management
4496
Ategra Capital Management
Virginia
$228M -$2.16M -0.9% 1.47% 114% 116 14.66% 1.9
Lapides Asset Management
4497
Lapides Asset Management
Connecticut
$228M -$1.29M -0.6% 4.11% 63% 79 29.11% 2.8
Modus Advisors
4498
Modus Advisors
Minnesota
$228M -$6.93M -3% 1.83% 89.5% 102 9.8% 1.7
XTX Topco
4499
XTX Topco
Cayman Islands
$228M +$51.2M +29% 4.36% 87.3% 1,075 81.02% 0.1
AMI Investment Management
4500
AMI Investment Management
Indiana
$228M -$20.2M -8% 4.6% 52% 76 10.53% 4.5