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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)
HM
4601
HCEP Management
Hong Kong
$274M -$98.5M -26% 20.3% 182% 10 40% 1.1
Comprehensive Financial Consultants Institutional
4602
Comprehensive Financial Consultants Institutional
Indiana
$274M +$18.7M +7% 6.97% 78% 172 11.63% 2
StepStone Group
4603
StepStone Group
California
$274M -$219M -44% 19.9% 107% 18 33.33% 2.4
Two Point Capital Management
4604
Two Point Capital Management
New York
$274M +$25.5M +10% 11.9% – 25 0% 1.6
WA
4605
WP Advisors
California
$274M -$39.5M -13% 7.84% 113% 109 12.84% 4.3
Equita Financial Network
4606
Equita Financial Network
Pennsylvania
$274M +$34.3M +14% 6.07% 50.5% 88 21.59% 0.7
Cassady Schiller Wealth Management
4607
Cassady Schiller Wealth Management
Ohio
$273M +$27.2M +11% 6.93% 21.8% 484 7.85% 1.6
SL
4608
SOF Ltd
Cayman Islands
$273M -$4.3M -2% 1.55% 42.3% 1 0% 7.8
Umpqua Bank
4609
Umpqua Bank
Oregon
$273M +$14.9M +6% 5.88% – 158 8.86% 0.5
Snider Financial Group
4610
Snider Financial Group
Washington
$273M +$14.2M +5% 5.07% 87% 63 6.35% 1.8
Greenfield Seitz Capital Management
4611
Greenfield Seitz Capital Management
Texas
$273M +$3.08M +1% 2.01% 88.5% 103 5.83% 0.7
Tempus Wealth Planning
4612
Tempus Wealth Planning
California
$273M +$33.6M +14% 6.79% 95% 229 13.97% 2.2
MHP
4613
Manatuck Hill Partners
Connecticut
$273M +$32.9M +14% 16.3% 556% 153 50.98% 1.1
Quaker Wealth Management
4614
Quaker Wealth Management
New Jersey
$273M – – 4.9% – 64 – 1.5
All Terrain Financial Advisors
4615
All Terrain Financial Advisors
Minnesota
$273M +$20.6M +8% 8.75% 71.1% 97 17.53% 4
New Century Financial Group
4616
New Century Financial Group
New Jersey
$273M +$37.4M +16% 5.51% – 343 28.86% 0.4
Kelly Financial Services
4617
Kelly Financial Services
Massachusetts
$273M -$7.03M -3% 5.34% 64.3% 793 86.25% 3.8
SA
4618
SAM Advisors
California
$272M -$3.85M -1% 5.75% 57.5% 47 36.17% 1.5
Moerus Capital Management
4619
Moerus Capital Management
New York
$272M -$4.68M -2% 11.1% 220% 18 5.56% 3.8
LWMM
4620
Legacy Wealth Management (Mississippi)
Mississippi
$272M +$35.5M +15% 6.03% 105% 97 26.8% 2.7
Harmony Asset Management
4621
Harmony Asset Management
Arizona
$272M +$33.4M +14% 5.33% 138% 166 13.25% 0.6
Lansing Street Advisors
4622
Lansing Street Advisors
Pennsylvania
$272M +$31.7M +13% 6.21% – 124 19.35% 1.4
BOS Asset Management
4623
BOS Asset Management
Illinois
$272M +$54.7M +25% 5.33% 70.3% 170 12.94% 1.2
SCI
4624
Silver Coast Investments
United States
$272M +$27.2M +11% 7.31% – 102 13.73% 0.6
SAMT
4625
Select Asset Management & Trust
Pennsylvania
$272M +$20.7M +8% 7.8% 68.4% 70 8.57% 3.9