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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)
Waterfront Wealth
4526
Waterfront Wealth
Kansas
$207M -$4.5M -2% 1.73% 71.8% 184 7.61% 0.6
Prentice Wealth Management
4527
Prentice Wealth Management
New York
$207M +$12M +6% 0.64% 47.8% 364 12.09% 0.5
Quantedge Capital
4528
Quantedge Capital
Singapore
$207M -$2.59M -1% 0.23% 110% 207 13.53% 0.4
Lorne Steinberg Wealth Management
4529
Lorne Steinberg Wealth Management
Canada
$207M +$3.1M +2% 1.37% 83.4% 65 9.23% 0.7
Fountainhead AM
4530
Fountainhead AM
New Jersey
$207M +$18.6M +10% 0.76% 65.6% 72 22.22% 0.6
TFG Advisers
4531
TFG Advisers
Michigan
$206M -$651K -0.3% 0.93% 61.8% 197 2.54% 2.1
Rutabaga Capital Management
4532
Rutabaga Capital Management
Massachusetts
$206M -$23.8M -10% 2.12% 57% 54 5.56% 3.1
SA
4533
SAM Advisors
California
$206M – – 2.16% 57.5% 25 – 0
DI
4534
Disciplined Investments
Oklahoma
$206M +$11.4M +6% 1.21% 51.4% 461 9.98% 1.3
Karani Asset Management
4535
Karani Asset Management
New York
$206M +$12.8M +7% 2.71% – 47 17.02% 1.3
Abacus FCF Advisors
4536
Abacus FCF Advisors
Florida
$206M +$10.3M +5% 2.47% 197% 155 22.58% 1
PA
4537
Paragon Advisors
Texas
$206M -$7.42M -3% 1.51% 109% 70 12.86% 1.1
WAM
4538
Westport Asset Management
Connecticut
$206M -$21.9M -10% 3.68% 64.2% 76 2.63% 4.4
EC
4539
Euclidean Capital
New York
$206M -$102M -33% 2.51% 79.7% 16 50% 0.6
Wealth Alliance Advisory Group
4540
Wealth Alliance Advisory Group
Kansas
$206M +$167K +0.1% 0.67% 72.7% 155 7.74% 2.5
Bishop & Co Investment Management
4541
Bishop & Co Investment Management
Pennsylvania
$206M +$1.98M +1% 1.68% 47.6% 22 0% 4.3
Pacific Edge Advisors
4542
Pacific Edge Advisors
California
$206M +$13.2M +7% 0.93% 31.3% 39 2.56% 2.7
SCF Partners
4543
SCF Partners
Texas
$205M -$36.4M -15% 14.2% 2.1% 4 0% 4.7
Peachtree Investment Partners
4544
Peachtree Investment Partners
Florida
$204M -$390K -0.2% 0.76% 92.2% 95 5.26% 1.7
Davis Rea
4545
Davis Rea
Ontario, Canada
$204M +$2.91M +1% 0.95% 66.9% 60 13.33% 4.5
Stonebridge Financial Planning Group
4546
Stonebridge Financial Planning Group
Florida
$204M +$15.9M +8% 0.17% 67.2% 443 9.93% 1.4
SV Health Investors
4547
SV Health Investors
Massachusetts
$204M -$25.2M -11% 10.8% 97.4% 8 12.5% 2.8
Seven Springs Wealth Group
4548
Seven Springs Wealth Group
Tennessee
$204M -$26.9M -12% 4.05% 59.2% 81 11.11% 1.3
Aquamarine Capital Management
4549
Aquamarine Capital Management
New York
$204M -$9.18M -4% 3.39% 23% 13 0% 4.3
Walkner Condon Financial Advisors
4550
Walkner Condon Financial Advisors
Wisconsin
$203M -$69.6M -26% 0.82% 56.8% 183 32.79% 0.9