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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)
MY.Alpha Management HK Advisors
4526
MY.Alpha Management HK Advisors
Hong Kong
$266M -$1.01M -0.4% 4.44% 423% 19 36.84% 0.6
Edenbrook Capital
4527
Edenbrook Capital
New York
$265M -$159M -37% 7.25% 267% 18 27.78% 2.4
Highline Wealth Partners
4528
Highline Wealth Partners
California
$265M +$20.1M +8% 6.49% 93.8% 594 32.15% 1
Missouri Trust & Investment Company
4529
Missouri Trust & Investment Company
Missouri
$265M +$6.11M +2% 2.35% 65.1% 416 5.05% 2.1
Sykon Capital
4530
Sykon Capital
New York
$265M -$11.5M -4% 1.66% 63.7% 110 33.64% 0.6
SL
4531
SWF LLC
Nebraska
$265M -$9.01M -3% 3.29% 87.4% 2 0% 3.5
Brown University
4532
Brown University
Rhode Island
$265M +$13.6M +5% 3.3% 37.9% 10 0% 1.7
LLWM
4533
Life Line Wealth Management
California
$265M +$631K +0.2% 1% – 32 37.5% 0.5
SVCM
4534
Saturn V Capital Management
Texas
$265M +$15.2M +6% 5.21% 1,083% 29 37.93% 0.6
360 Financial
4535
360 Financial
Minnesota
$265M +$7.41M +3% 0.75% 82.5% 94 13.83% 2.4
Stoneridge Investment Partners
4536
Stoneridge Investment Partners
Pennsylvania
$265M +$1.61M +0.6% 2.12% 44.2% 155 39.35% 1.4
Pecaut & Co
4537
Pecaut & Co
Iowa
$264M -$3.86M -1% 3% 62.8% 79 12.66% 3.8
Valley Forge Investment Consultants
4538
Valley Forge Investment Consultants
Pennsylvania
$264M +$7.86M +3% 1.35% 61.9% 88 9.09% 2.5
LFGO
4539
Legacy Financial Group (Oklahoma)
Oklahoma
$264M +$10.1M +4% 2.06% 64.2% 76 7.89% 1.3
Angelo Gordon & Co
4540
Angelo Gordon & Co
New York
$264M -$36.7M -12% 5.85% 90.1% 74 35.14% 1
Promethos Capital
4541
Promethos Capital
Massachusetts
$264M +$93.6M +55% 4.39% – 80 16.25% 0.4
White Pine Capital
4542
White Pine Capital
Minnesota
$264M +$925K +0.4% 2.13% 143% 219 7.76% 6
AllGen Financial Advisors
4543
AllGen Financial Advisors
Florida
$264M +$18M +7% 0.54% 39.7% 42 21.43% 1.9
AYAL Capital Advisors
4544
AYAL Capital Advisors
Ontario, Canada
$263M +$36.2M +16% 1.06% – 48 64.58% 0.2
CPA
4545
Capital Performance Advisors
California
$263M +$1.66M +0.6% 0.9% 71% 98 20.41% 1.3
Empower Annuity Insurance Company
4546
Empower Annuity Insurance Company
Connecticut
$263M -$4.42M -2% 1.65% 0.86% 1 0% 1.5
Cornell Pochily Investment Advisors
4547
Cornell Pochily Investment Advisors
New York
$263M +$10.9M +4% 4.51% 97% 174 8.05% 4.6
Strategic Family Wealth Counselors
4548
Strategic Family Wealth Counselors
New Jersey
$263M +$9.9M +4% 0.6% 72.3% 127 9.45% 3.1
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
4549
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$263M +$9.23M +4% 4.4% 215% 183 19.13% 1.3
Hobbs Group Advisors
4550
Hobbs Group Advisors
South Carolina
$263M – – 1.21% – 605 – 0.4