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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)
Amtrust Financial Services
4826
Amtrust Financial Services
New York
$301M +$18.9M +7% 6.89% 61.9% 15 0% 3.4
Ameliora Wealth Management
4827
Ameliora Wealth Management
Switzerland
$300M +$20.7M +7% 7.38% 73.9% 238 17.23% 1.7
Wealth Advisors of Tampa Bay
4828
Wealth Advisors of Tampa Bay
Florida
$300M +$35M +13% 8.99% 86.2% 99 13.13% 3.8
Galibier Capital Management
4829
Galibier Capital Management
Ontario, Canada
$300M -$32.7M -10% 10.5% 66.8% 38 0% 3.3
Sykon Capital
4830
Sykon Capital
New York
$300M +$25.6M +9% 6.04% 63.7% 110 31.82% 0.8
Robinswood Financial
4831
Robinswood Financial
Washington
$300M +$17.1M +6% 5.12% 43.2% 408 8.33% 1.6
WFA
4832
WMG Financial Advisors
Tennessee
$300M +$29.6M +11% 8.01% 73.8% 221 17.19% 1.8
MMA Asset Management
4833
MMA Asset Management
Pennsylvania
$300M +$38.8M +15% 7.02% 61.2% 312 51.28% 1.1
Next Capital Management
4834
Next Capital Management
New York
$300M +$29M +11% 5.96% 61.3% 149 14.77% 2.9
TFR Capital
4835
TFR Capital
Texas
$300M +$23.4M +8% 8.27% – 172 9.88% 0.6
Jackson Grant Investment Advisers
4836
Jackson Grant Investment Advisers
Connecticut
$299M +$27.1M +10% 6.57% 54.3% 416 8.17% 4.6
Canopy Partners
4837
Canopy Partners
Ohio
$299M +$26.7M +10% 8.31% 108% 245 11.43% 1.3
Georgetown University
4838
Georgetown University
District of Columbia
$299M +$36.8M +14% 11.1% 79.9% 20 20% 3
Kanen Wealth Management
4839
Kanen Wealth Management
Florida
$299M +$37.8M +14% 30.8% 328% 32 21.88% 1.5
Realta Investment Advisors
4840
Realta Investment Advisors
Delaware
$299M +$46M +18% 14.3% 151% 360 24.44% 2.7
Grey Rock Energy Management
4841
Grey Rock Energy Management
Texas
$299M -$53.1M -15% 15.1% – 1 0% 0.8
Bishop & Co Investment Management
4842
Bishop & Co Investment Management
Pennsylvania
$299M +$20.7M +7% 6.02% 47.6% 27 0% 6.1
FCT
4843
Family Capital Trust
Massachusetts
$299M +$10.2M +4% 3.51% 39.1% 96 41.67% 4.3
Private Client Services
4844
Private Client Services
Kentucky
$299M +$42.1M +16% 7.04% 72% 223 23.77% 1
TAP
4845
Tounjian Advisory Partners
Florida
$299M -$217M -42% 8.63% – 248 45.56% 0.5
Costello Asset Management
4846
Costello Asset Management
Pennsylvania
$299M +$32.5M +12% 9.41% 81.5% 705 8.23% 1.4
Bear Mountain Capital
4847
Bear Mountain Capital
Washington
$299M +$19.5M +7% 4.89% – 326 45.09% 0.8
Visualize Group
4848
Visualize Group
New York
$299M -$1.01M -0.3% 2.69% – 16 68.75% 0.4
Juncture Wealth Strategies
4849
Juncture Wealth Strategies
Arizona
$298M +$17M +6% 7.86% 76.5% 145 24.14% 2.9
CC
4850
Checkpoint Capital
California
$298M +$83.9M +39% 39.5% – 11 36.36% 0.7