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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)
Salesforce Inc
4551
Salesforce Inc
California
$222M -$157M -41% 33.1% 33.9% 6 16.67% 0.7
SWMG
4552
Signature Wealth Management Group
Georgia
$222M +$23.8M +12% 2.17% – 90 16.67% 2.5
Applied Fundamental Research
4553
Applied Fundamental Research
Massachusetts
$222M +$14M +7% 8.19% 44.6% 11 0% 1.1
Marvin & Palmer Associates
4554
Marvin & Palmer Associates
Delaware
$222M -$11.7M -5% 10.3% 392% 41 68.29% 0.6
Mitsubishi UFJ Asset Management (UK)
4555
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$222M -$12.5M -5% 4.27% 151% 101 19.8% 1.4
Titus Wealth Management
4556
Titus Wealth Management
California
$222M -$126K -0.1% 2.09% 26.6% 181 15.47% 2.2
Engine No 1 LLC
4557
Engine No 1 LLC
California
$222M -$262M -54% 7.17% 536% 309 96.12% 0.7
TNF
4558
TNF
Montana
$222M -$16.6M -7% 3.38% 21.3% 139 12.23% 0.5
Secure Asset Management
4559
Secure Asset Management
Michigan
$222M -$25.1M -10% 1.76% 97.2% 236 25.85% 1.2
Aull & Monroe Investment Management
4560
Aull & Monroe Investment Management
Alabama
$222M -$2.55M -1% 1.93% 98.3% 140 6.43% 6.3
MS
4561
Madden Securities
Texas
$222M +$8.37M +4% 0.84% 108% 137 30.66% 1.4
Oxler Private Wealth
4562
Oxler Private Wealth
New York
$222M -$19.6M -8% 3.6% 119% 121 10.74% 1.1
Kelly Financial Services
4563
Kelly Financial Services
Massachusetts
$222M +$3.51M +2% 3.53% 64.3% 717 11.02% 2.2
West Oak Capital
4564
West Oak Capital
California
$222M -$50.4M -19% 3% 110% 397 9.57% 4.3
Norway Savings Bank
4565
Norway Savings Bank
Maine
$221M -$6.61M -3% 3.99% 117% 312 6.09% 3.8
DA
4566
Dash Acquisitions
California
$221M -$9.6M -4% 9.15% 52% 40 5% 1
Lowe Wealth Advisors
4567
Lowe Wealth Advisors
Maryland
$221M -$6.19M -3% 1.97% 63.3% 348 12.07% 3.9
CCM
4568
Consolidated Capital Management
California
$221M -$4.64M -2% 6.28% 166% 53 28.3% 2.4
WAM
4569
Westport Asset Management
Connecticut
$221M $0 0% 8.2% 64.2% 76 0% 4.8
Bell & Brown Wealth Advisors
4570
Bell & Brown Wealth Advisors
California
$221M +$13.6M +7% 1.04% 125% 79 16.46% 3
Jones Road Capital Management
4571
Jones Road Capital Management
New York
$221M -$242M -52% 2.88% 88.5% 89 46.07% 0.6
Aquamarine Capital Management
4572
Aquamarine Capital Management
New York
$221M +$3.09M +1% 3.14% 23% 13 0% 4.8
DI
4573
DAGCO Inc
Ohio
$220M -$34.1M -13% 4.9% 75% 110 12.73% 2.5
Trilantic Capital Management
4574
Trilantic Capital Management
New York
$220M -$104M -32% 10.8% – 16 56.25% 0.2
JPC
4575
Jabodon PT Co
Nevada
$220M +$1.28M +0.6% 12.8% 61.9% 33 6.06% 0.4