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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)
Bellevue Asset Management
4901
Bellevue Asset Management
Washington
$309M +$91.9M +42% 1.13% 56.7% 511 9% 4.2
Skaana Management
4902
Skaana Management
New York
$309M -$49.8M -14% 8.57% 269% 211 28.44% 0.9
Solus Alternative Asset Management
4903
Solus Alternative Asset Management
New Jersey
$309M -$3.01M -1% 1.85% 79.3% 10 10% 3.4
GoodHaven Capital Management
4904
GoodHaven Capital Management
New Jersey
$309M -$1.7M -0.5% 1.4% 80.7% 27 7.41% 5.7
OFCM
4905
One Fin Capital Management
California
$309M +$4.75M +2% 5.46% 92% 27 55.56% 0.3
Caerus Investment Advisors
4906
Caerus Investment Advisors
Texas
$309M +$64.2M +26% 6.39% 85% 370 42.97% 0.4
Precision Wealth Strategies
4907
Precision Wealth Strategies
Missouri
$309M +$401K +0.1% 1.2% 106% 190 30% 0.9
Defender Capital
4908
Defender Capital
North Carolina
$309M +$10.5M +4% 0.78% 101% 39 100% 0
Alteri Wealth
4909
Alteri Wealth
California
$309M +$17.5M +6% 4.07% – 294 6.8% 0.8
Great Point Partners
4910
Great Point Partners
Connecticut
$308M +$65.9M +27% 21.4% 710% 42 59.52% 0.5
Evelyn Partners Investment Management (Europe)
4911
Evelyn Partners Investment Management (Europe)
$308M +$19.7M +7% 3.02% – 188 6.38% 0.9
Rakuten Securities
4912
Rakuten Securities
Japan
$308M +$37.2M +14% 5% 999% 987 17.93% 1.4
Index Venture Growth Associates V
4913
Index Venture Growth Associates V
Jersey
$308M – – 20.6% – 3 – 0
Cederberg Capital
4914
Cederberg Capital
United Kingdom
$308M -$42.3M -12% 6.63% 273% 10 10% 2.1
California First Leasing Corp
4915
California First Leasing Corp
California
$308M +$34.8M +13% 15.3% 377% 46 6.52% 2.5
Concord Investment Counsel
4916
Concord Investment Counsel
California
$308M -$7.1M -2% 3.04% – 40 2.5% 1.4
Crestmont Private Wealth
4917
Crestmont Private Wealth
Texas
$308M +$5.06M +2% 1.64% 54.8% 104 17.31% 1.8
Tred Avon Family Wealth
4918
Tred Avon Family Wealth
Maryland
$307M +$16.3M +6% 2.32% – 267 14.98% 0.2
Lifestyle Asset Management
4919
Lifestyle Asset Management
Texas
$307M +$14.5M +5% 2.16% 88.3% 150 18% 1.2
HNH
4920
Hopwood Nicholas Hunter
$307M – – 1.58% – 122 – 0
JVL Associates
4921
JVL Associates
Michigan
$307M +$5.09M +2% 2.51% 81% 67 10.45% 3.9
JW Asset Management
4922
JW Asset Management
Florida
$307M +$98.8M +47% 58.9% 251% 22 40.91% 1.6
Argentarii
4923
Argentarii
Ohio
$307M +$56.4M +22% 3.42% – 209 24.88% 0.7
Canopy Partners
4924
Canopy Partners
Ohio
$307M +$7.6M +3% 3.62% 108% 259 11.58% 1.5
Goepper Burkhardt
4925
Goepper Burkhardt
South Carolina
$307M +$13.5M +5% 1.71% 50.4% 109 11.93% 2.9