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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)
James T. Borello
4776
James T. Borello
Illinois
$268M +$22.2M +9% 0.2% 71.2% 204 11.27% 0.8
Honeycomb Asset Management
4777
Honeycomb Asset Management
New York
$268M -$15M -5% 13.5% 49% 36 83.33% 0.2
Intergy Private Wealth
4778
Intergy Private Wealth
Colorado
$268M +$5.43M +2% 0.48% 73.8% 96 12.5% 1.9
Palumbo Wealth Management
4779
Palumbo Wealth Management
New York
$268M +$10.7M +4% 3.99% 115% 194 27.32% 1.8
Corundum Group
4780
Corundum Group
Colorado
$268M +$48.6M +22% 1.05% 89.5% 106 11.32% 4.7
Patient Square Capital
4781
Patient Square Capital
California
$267M -$2.04M -0.8% 1.86% 329% 20 45% 0.3
Beech Hill Advisors
4782
Beech Hill Advisors
New York
$267M +$3.39M +1% 3.05% 117% 104 10.58% 4.5
Fi3 Financial Advisors
4783
Fi3 Financial Advisors
Indiana
$267M +$15.5M +6% 1.14% 83.1% 129 17.05% 1.6
Yeomans Consulting Group
4784
Yeomans Consulting Group
Georgia
$267M -$461K -0.2% 2.41% – 112 37.5% 0.6
Peachtree Investment Partners
4785
Peachtree Investment Partners
Florida
$267M +$1.02M +0.4% 3.36% 111% 122 13.93% 3.3
CMAI
4786
Capital Management Associates Inc
Minnesota
$267M +$22.1M +9% 0.08% 75.6% 115 15.65% 0.7
LCM
4787
Lynx1 Capital Management
Puerto Rico
$267M -$15.5M -6% 17.2% 883% 24 50% 0.8
Global Financial Private Client
4788
Global Financial Private Client
Florida
$267M +$10.2M +4% 1.56% 100% 1,686 53.56% 1.5
MCS
4789
Mercuria Capital Strategies
Texas
$267M – – 15.4% – 12 – 0
Ameliora Wealth Management
4790
Ameliora Wealth Management
Switzerland
$266M +$26.6M +11% 2.21% 73.9% 246 36.99% 1.2
BHK Investment Advisors
4791
BHK Investment Advisors
Alabama
$266M -$1.58M -0.6% 0.45% 54.6% 63 6.35% 4.6
EWA LLC
4792
EWA LLC
Pennsylvania
$266M -$13.6M -5% 1.75% 102% 175 11.43% 1.1
Financial Life Advisors
4793
Financial Life Advisors
Texas
$266M +$1.51M +0.6% 1.54% 47% 48 4.17% 3.4
Camarda Financial Advisors
4794
Camarda Financial Advisors
Florida
$266M -$777K -0.3% 4.61% 196% 110 38.18% 1.4
Hobbs Group Advisors
4795
Hobbs Group Advisors
South Carolina
$266M -$13.1M -5% 1.43% – 655 78.78% 0.9
Claris Advisors
4796
Claris Advisors
Missouri
$266M +$35.3M +15% 1.46% 65.7% 1,237 94.42% 1.7
Tranquility Partners
4797
Tranquility Partners
Tennessee
$266M -$9.9M -4% 1.69% 77.3% 222 9.91% 3.5
Providence First Trust
4798
Providence First Trust
Arizona
$266M +$30.2M +13% 1.97% 68.4% 214 59.35% 1.5
Gator Capital Management
4799
Gator Capital Management
Florida
$266M +$39.7M +18% 13.8% 245% 72 23.61% 2.6
Somerset Trust
4800
Somerset Trust
Pennsylvania
$266M -$1.57M -0.6% 1.1% 80.5% 163 9.2% 5.7