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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)
TriaGen Wealth Management
4751
TriaGen Wealth Management
California
$241M +$31.2M +15% 11.6% 132% 176 19.32% 1.9
Comprehensive Financial Consultants Institutional
4752
Comprehensive Financial Consultants Institutional
Indiana
$241M +$25.9M +12% 10% 78% 169 15.98% 1.7
Beech Hill Advisors
4753
Beech Hill Advisors
New York
$241M +$33.9M +16% 11.2% 117% 98 10.2% 4.4
SAMT
4754
Select Asset Management & Trust
Pennsylvania
$241M +$37.7M +19% 9.74% 68.4% 69 8.7% 3.7
Catalina Capital Group
4755
Catalina Capital Group
California
$241M +$91.3M +61% 11.7% – 318 47.17% 0.1
Westshore Wealth
4756
Westshore Wealth
California
$241M +$23.9M +11% 7.09% 58.8% 107 14.95% 2.2
Retireful LLC
4757
Retireful LLC
Michigan
$241M +$10.7M +5% 10.9% 437% 144 76.39% 0.2
University of Massachusetts Foundation
4758
University of Massachusetts Foundation
Massachusetts
$240M +$14.4M +6% 8.07% 53.6% 4 0% 3.9
Thames Capital Management
4759
Thames Capital Management
New Jersey
$240M +$46.2M +24% 25.5% 1,177% 29 34.48% 2.2
JCM
4760
JS Capital Management
New York
$240M -$596M -71% 35.2% 52.4% 25 96% 4.8
Tabor Asset Management
4761
Tabor Asset Management
New York
$240M +$26.8M +13% 17.9% 214% 50 42% 0.7
SHFA
4762
SS&H Financial Advisors
Michigan
$240M +$4.28M +2% 12.9% – 119 5.88% 1.8
Bardin Hill Management Partners
4763
Bardin Hill Management Partners
New York
$240M +$5.08M +2% 7.37% 214% 63 57.14% 0.9
KA
4764
Kooman & Associates
Pennsylvania
$240M +$16.5M +7% 7.28% 66% 44 18.18% 1.1
Snider Financial Group
4765
Snider Financial Group
Washington
$240M +$22.9M +11% 9.25% 87% 65 18.46% 1.5
Augustine Asset Management
4766
Augustine Asset Management
Florida
$240M +$13.9M +6% 16.1% 316% 99 7.07% 3.9
LGT Fund Management
4767
LGT Fund Management
Liechtenstein
$240M +$6.61M +3% 12.3% 121% 146 36.3% 1.2
Norway Savings Bank
4768
Norway Savings Bank
Maine
$240M +$13.9M +6% 7.92% 117% 141 4.26% 5
ArchPoint Investors
4769
ArchPoint Investors
Florida
$240M -$679K -0.3% 8.31% 111% 74 37.84% 3.3
Nalanda India Fund
4770
Nalanda India Fund
Mauritius
$240M $0 0% 20% 15.3% 1 0% 5.3
Financial Life Advisors
4771
Financial Life Advisors
Texas
$239M +$6.64M +3% 4.98% 47% 61 6.56% 2.5
Adirondack Trust Company
4772
Adirondack Trust Company
New York
$239M +$6.54M +3% 11.5% 96.7% 509 3.54% 5.4
Rede Wealth
4773
Rede Wealth
Virginia
$239M +$27.7M +13% 13.5% 84.4% 96 7.29% 2.2
Azarias Capital Management
4774
Azarias Capital Management
Pennsylvania
$238M +$13.7M +6% 4.75% 58.2% 24 8.33% 1.7
Long Road Investment Counsel
4775
Long Road Investment Counsel
Michigan
$238M -$2.45M -1% 9.13% 64.4% 70 1.43% 7.6