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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)
Intergy Private Wealth
4676
Intergy Private Wealth
Colorado
$204M +$25.5M +14% 6.07% 73.8% 75 10.67% 1
Aisling Capital Management
4677
Aisling Capital Management
New York
$204M -$3.68M -2% 1.31% 793% 16 0% 3.2
Royal Harbor Partners
4678
Royal Harbor Partners
Texas
$204M +$17.7M +10% 4.09% 49.5% 78 12.82% 1.6
MPM Asset Management
4679
MPM Asset Management
Massachusetts
$204M -$36.1M -15% 1.79% 5.89% 10 30% 2.3
Allred Capital Management
4680
Allred Capital Management
Texas
$204M +$15.1M +8% 6.26% 73.5% 167 11.38% 3.4
Tenere Capital
4681
Tenere Capital
New York
$204M +$12.5M +7% 9.24% 131% 32 34.38% 0.6
WCM
4682
Wunderlich Capital Managemnt
Tennessee
$204M +$11.5M +6% 7.85% 33.6% 97 15.46% 4.4
Algebris (UK)
4683
Algebris (UK)
United Kingdom
$204M -$45.4M -18% 2.22% 24.5% 46 26.09% 0.8
Iron Horse Wealth Management
4684
Iron Horse Wealth Management
Iowa
$204M +$3.36M +2% 2.4% 29.1% 359 11.7% 1.2
CCM
4685
Consolidated Capital Management
California
$204M +$17.9M +10% 12.7% 166% 49 2.04% 2.8
Performa Ltd (US)
4686
Performa Ltd (US)
South Carolina
$203M +$12.3M +6% 6.52% 55.8% 83 12.05% 1.6
Eclectic Associates
4687
Eclectic Associates
California
$203M +$8.37M +4% 3.81% 53.8% 84 3.57% 1.8
Foresite Capital Management IV
4688
Foresite Capital Management IV
California
$203M +$10.7M +6% 27.4% 151% 8 12.5% 2.4
Eads & Heald Wealth Management
4689
Eads & Heald Wealth Management
Georgia
$203M +$1.52M +0.8% 6.57% 84.4% 151 8.61% 6.6
Invesco LLC (Illinois)
4690
Invesco LLC (Illinois)
Illinois
$203M – – 8.98% 122% 161 – 0
Global Financial Private Client
4691
Global Financial Private Client
Florida
$203M +$9.35M +5% 6.08% 100% 709 8.46% 2.6
Valley Forge Investment Consultants
4692
Valley Forge Investment Consultants
Pennsylvania
$203M +$10.2M +5% 5.95% 61.9% 72 4.17% 2.1
Tejara Capital
4693
Tejara Capital
United Kingdom
$203M +$7.77M +4% 3.43% 17.3% 96 42.71% 0.4
CCC
4694
Chelsea Counsel Company
California
$203M -$2.78M -1% 5.24% 106% 162 8.02% 2.8
Provident Wealth Management
4695
Provident Wealth Management
Tennessee
$203M +$7.68M +4% 4.93% 61.1% 101 11.88% 2.1
Atlantic Investment Management
4696
Atlantic Investment Management
New York
$203M +$17.7M +10% 9.05% 28.8% 11 36.36% 1.5
Maytus Capital Management
4697
Maytus Capital Management
New York
$203M +$47.8M +31% 17.3% 442% 68 67.65% 0.4
Richmond Hill Investments
4698
Richmond Hill Investments
New York
$203M +$5.35M +3% 4.45% 55.2% 5 0% 4.9
Amitell Capital
4699
Amitell Capital
Singapore
$203M +$106M +110% 7.01% 196% 40 32.5% 0.5
CPA
4700
Capital Performance Advisors
California
$203M +$16.6M +9% 6.25% 71% 59 10.17% 1.1