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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)
Trellis Advisors
4526
Trellis Advisors
Washington
$176M -$6.74M -4% 5.21% 23.3% 77 9.09% 3.2
Lifeworks Advisors
4527
Lifeworks Advisors
Michigan
$176M +$18M +11% 5.96% 80.4% 161 34.78% 0.5
Drake & Associates
4528
Drake & Associates
Wisconsin
$176M -$1.16M -0.7% 4.97% 47.9% 71 18.31% 0.2
Founders Circle Capital
4529
Founders Circle Capital
California
$176M +$11M +7% 11.7% 28% 12 8.33% 1.1
EdgeRock Capital
4530
EdgeRock Capital
Colorado
$176M +$29.5M +20% 4.14% 71.3% 428 87.85% 0
Lapides Asset Management
4531
Lapides Asset Management
Connecticut
$176M -$24.9M -12% 4.54% 63% 62 17.74% 3.3
East Coast Asset Management
4532
East Coast Asset Management
Massachusetts
$176M -$35.5M -17% 7.63% 153% 60 5% 7.8
Platform Technology Partners
4533
Platform Technology Partners
New York
$175M -$7.7M -4% 4.53% – 215 16.28% 2
EisnerAmper Wealth Management Corporate Benefits
4534
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$175M -$12.8M -7% 5.39% 13% 46 17.39% 4.7
Malaga Cove Capital
4535
Malaga Cove Capital
California
$175M -$3.72M -2% 1.36% 97.3% 174 16.09% 2
HighVista Strategies
4536
HighVista Strategies
Massachusetts
$175M +$9.44M +6% 7.61% 622% 129 27.13% 0.6
PI
4537
Pennant Investors
New Jersey
$175M -$56.8M -25% 7.61% 372% 18 11.11% 2.1
MGG Investment Group
4538
MGG Investment Group
New York
$175M +$23.6M +16% 21% 44.1% 2 0% 0.8
Jacobsen Capital Management
4539
Jacobsen Capital Management
Utah
$175M -$13.2M -7% 5.82% 86.7% 56 14.29% 2.6
HRC
4540
Hoertkorn Richard Charles
$175M -$6.99M -4% 2.89% 172% 85 10.59% 6.2
Wilshire Advisors
4541
Wilshire Advisors
California
$175M -$16.4M -9% 6.97% 118% 13 30.77% 1.4
Calton & Associates
4542
Calton & Associates
Florida
$175M -$5.3M -3% 4.52% 73.9% 254 22.83% 3
Beech Hill Advisors
4543
Beech Hill Advisors
New York
$175M -$12.6M -7% 2.15% 105% 88 12.5% 4
Rovin Capital
4544
Rovin Capital
Arizona
$174M +$25.7M +17% 3.6% 63.8% 125 15.2% 1
Ceeto Capital Group
4545
Ceeto Capital Group
Florida
$174M -$8.58M -5% 4.03% 94.4% 164 9.15% 3.2
First Bankers Trust
4546
First Bankers Trust
Kentucky
$174M -$16.5M -9% 5.48% 78.9% 113 5.31% 6.6
Element Pointe Advisors
4547
Element Pointe Advisors
Florida
$174M -$66.5M -28% 4.3% 75.1% 77 29.87% 2
Weaver Consulting Group
4548
Weaver Consulting Group
California
$174M -$4.64M -3% 5.34% 56.4% 176 10.8% 2.3
SkyKnight Capital
4549
SkyKnight Capital
California
$174M +$4.23M +2% 2.93% 11% 3 0% 0.8
HCM
4550
Highlander Capital Management
New Jersey
$174M -$11.7M -6% 4.11% 34.4% 664 4.22% 4.8