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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)
Palogic Value Management
4526
Palogic Value Management
Texas
$204M +$12.6M +7% 6.06% 31.3% 169 15.98% 0.2
HCM
4527
Highlander Capital Management
New Jersey
$204M +$13.1M +7% 4.72% 34.4% 702 4.42% 4.7
SCMS
4528
Serenity Capital Management (Singapore)
Singapore
$204M -$9.6M -5% 5.58% 21% 4 25% 0.2
First County Bank
4529
First County Bank
Connecticut
$204M -$4.6M -2% 3.1% 101% 174 13.79% 0.2
Acima Private Wealth
4530
Acima Private Wealth
Virginia
$204M +$8.59M +4% 5.54% 51.1% 288 24.65% 2.9
Altrafin AG
4531
Altrafin AG
$203M +$32.8M +19% 14.1% 97.6% 76 14.47% 1.1
SimpliFi Inc
4532
SimpliFi Inc
California
$203M +$11.8M +6% 3.13% 27.9% 37 29.73% 2.1
IAS
4533
Investment Advisory Services
Texas
$203M +$8.55M +4% 3.93% 74.9% 98 4.08% 2.5
Avalon Global Asset Management
4534
Avalon Global Asset Management
California
$203M +$43.8M +28% 29.2% 278% 35 42.86% 3.5
Oak Family Advisors
4535
Oak Family Advisors
Illinois
$203M +$16.1M +9% 8.96% 81.9% 122 14.75% 1.5
Juncture Wealth Strategies
4536
Juncture Wealth Strategies
Arizona
$203M -$7.13M -3% 5.58% 76.5% 125 29.6% 2.9
Hillman Company
4537
Hillman Company
Pennsylvania
$203M +$10.9M +6% 14.8% 118% 14 7.14% 1.9
FirstPurpose Wealth
4538
FirstPurpose Wealth
Utah
$203M +$23.8M +13% 6.36% – 205 17.56% 0.8
Delphi Financial Group
4539
Delphi Financial Group
Delaware
$203M +$4.07M +2% 3.54% 66.3% 38 34.21% 2.2
11 Capital Partners
4540
11 Capital Partners
Connecticut
$203M +$44.1M +28% 5.64% 101% 13 15.38% 1
Oxler Private Wealth
4541
Oxler Private Wealth
New York
$203M +$16.8M +9% 11.3% 119% 95 5.26% 1.9
Platform Technology Partners
4542
Platform Technology Partners
New York
$202M +$8.94M +5% 8.88% – 218 8.26% 2.2
O'Keefe Stevens Advisory
4543
O'Keefe Stevens Advisory
New York
$202M +$34.1M +20% 28.1% 208% 41 7.32% 3.9
Seven Springs Wealth Group
4544
Seven Springs Wealth Group
Tennessee
$202M -$4.66M -2% 1.64% 59.2% 60 5% 2.3
Malaga Cove Capital
4545
Malaga Cove Capital
California
$202M +$19M +10% 14.6% 97.3% 174 17.82% 2.3
Sio Capital Management
4546
Sio Capital Management
New York
$202M -$68.1M -25% 6.51% 564% 62 54.84% 0.9
First Washington Corp
4547
First Washington Corp
Washington
$202M -$1.87M -0.9% 8.69% 142% 62 16.13% 4
Raleigh Capital Management
4548
Raleigh Capital Management
North Carolina
$202M +$9.9M +5% 1.31% 79.9% 917 24.65% 0.8
Spectrum Asset Management (California)
4549
Spectrum Asset Management (California)
California
$202M -$4.21M -2% 2.37% 68.3% 97 10.31% 3.3
Augustine Asset Management
4550
Augustine Asset Management
Florida
$202M +$21M +12% 10.9% 316% 113 14.16% 3.1