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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)
Seelaus Asset Management
4551
Seelaus Asset Management
New Jersey
$108M +$14.3M +15% 16.3% 134% 183 24.04% 0.9
Mork Capital Management
4552
Mork Capital Management
California
$108M +$378K +0.4% 15.2% 61.9% 118 17.8% 1.6
PRW Wealth Management
4553
PRW Wealth Management
Massachusetts
$108M +$27.1M +34% 15.6% 42.3% 854 11.24% 0.2
NovaQuest Capital Management
4554
NovaQuest Capital Management
North Carolina
$108M +$19.1M +22% 30.1% 45.1% 2 0% 1.3
Protective Life
4555
Protective Life
Alabama
$107M -$1.62M -1% 5.17% 38.4% 12 0% 0.5
LFGH
4556
Lee Financial Group Hawaii
Hawaii
$107M +$14.3M +15% 11.9% 12.9% 34 17.65% 0.8
CFG
4557
CMC Financial Group
Georgia
$107M +$9.02M +9% 9.22% 102% 45 51.11% 0.1
Lederer & Associates Investment Counsel
4558
Lederer & Associates Investment Counsel
California
$107M +$13.9M +15% 12.8% 92.7% 90 7.78% 2.8
MCM
4559
Maxim Capital Management
California
$107M +$10.6M +11% 7.77% – 30 20% 0.2
Cheyne Capital Management (UK)
4560
Cheyne Capital Management (UK)
United Kingdom
$107M +$1.2M +1% 9.42% 35.6% 37 10.81% 0.9
SkyTop Capital Management
4561
SkyTop Capital Management
New Jersey
$107M +$32.6M +44% 18.1% 50.2% 21 47.62% 1.1
HIC
4562
Harbor Island Capital
Massachusetts
$107M +$9.6M +10% 16.6% 218% 18 5.56% 1.2
UBP Investment Advisors
4563
UBP Investment Advisors
Switzerland
$107M +$12.2M +13% 6.01% 11.2% 48 14.58% 0.8
Founders Capital Management (Texas)
4564
Founders Capital Management (Texas)
Texas
$107M +$13M +14% 11.9% 131% 355 10.99% 1.6
Wilshire Advisors
4565
Wilshire Advisors
California
$107M +$11.8M +12% 8.22% 118% 27 7.41% 2.3
Van Leeuwen & Company
4566
Van Leeuwen & Company
New Jersey
$107M +$6.59M +7% 14.1% 75.4% 86 25.58% 0.4
Atlas Venture Associates IX
4567
Atlas Venture Associates IX
Massachusetts
$106M +$19.6M +23% 30.2% 89.8% 7 0% 1.3
SC
4568
Spindletop Capital
New York
$106M -$3.86M -3% 13.1% – 11 36.36% 2.9
Providence Wealth Advisors
4569
Providence Wealth Advisors
Illinois
$106M +$16.2M +18% 10.5% 112% 89 15.73% 0.8
SCM
4570
Sanoor Capital Management
Connecticut
$106M -$50.6M -32% 18.9% – 18 55.56% 0.3
FP
4571
Factorial Partners
New York
$106M +$10.8M +11% 12.9% 88.7% 149 33.56% 0.7
Prosperity Capital Management
4572
Prosperity Capital Management
Cayman Islands
$106M – – 8.45% – 2 – 5.5
Cowbird Capital
4573
Cowbird Capital
New York
$106M +$16.9M +19% 31.1% 21.3% 17 52.94% 0.2
Global Strategic Management
4574
Global Strategic Management
Puerto Rico
$106M +$3.68M +4% 9.32% – 32 15.63% 0.2
Excalibur Management
4575
Excalibur Management
Massachusetts
$106M +$7.06M +7% 10.8% 81.7% 62 6.45% 4.2