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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)
Augustine Asset Management
4926
Augustine Asset Management
Florida
$204M +$16.4M +9% 7.1% 316% 100 16% 2.9
Old West Investment Management
4927
Old West Investment Management
California
$204M -$179M -47% 4.04% 242% 61 26.23% 3.1
BCM
4928
Breiter Capital Management
Florida
$204M +$28.9M +17% 14.5% 109% 147 15.65% 1.1
Accel Wealth Management
4929
Accel Wealth Management
Iowa
$204M +$49.2M +32% 6.58% 82.4% 952 13.34% 0.8
Carmel Capital Management
4930
Carmel Capital Management
California
$204M – – 11.9% 247% 38 – 0
Mitsubishi UFJ Morgan Stanley Securities
4931
Mitsubishi UFJ Morgan Stanley Securities
Japan
$204M +$95.8M +89% 5.41% – 154 37.66% 0.3
Strategic Financial Partners
4932
Strategic Financial Partners
Oregon
$204M +$17.6M +9% 6.14% 54.8% 69 5.8% 1.6
EE
4933
EWG Elevate
California
$204M -$38.3M -16% 6.33% 76% 106 37.74% 1.1
Andesa Financial Management
4934
Andesa Financial Management
Pennsylvania
$204M +$19.6M +11% 10.2% 73.6% 150 10% 1.9
Abacus FCF Advisors
4935
Abacus FCF Advisors
Florida
$203M -$2.63M -1% 13.8% 197% 140 17.14% 1.2
Aspen Investment Management
4936
Aspen Investment Management
Michigan
$203M +$14M +7% 7.37% 92.6% 145 8.28% 5.2
Congress Park Capital
4937
Congress Park Capital
New York
$203M +$7.5M +4% 5.72% 99.9% 154 20.13% 2
1492 Capital Management
4938
1492 Capital Management
Wisconsin
$203M +$5.23M +3% 5.75% 332% 128 35.16% 1.4
Peoples Bank (Ohio)
4939
Peoples Bank (Ohio)
Ohio
$203M +$14.9M +8% 7.1% 78.9% 133 12.78% 3.2
Heron Bay Capital Management
4940
Heron Bay Capital Management
Michigan
$203M +$9.05M +5% 7.72% 58.9% 76 15.79% 0.8
AAG
4941
Avalon Advisory Group
Pennsylvania
$203M -$19.2M -9% 4.7% 46% 10 0% 1.9
GMEI
4942
Global Media & Entertainment Investments
Bahamas
$203M – – 0% 0% 1 – 0
TriaGen Wealth Management
4943
TriaGen Wealth Management
California
$203M +$18.7M +10% 12.3% 132% 207 28.02% 0.7
LM
4944
Lasry Marc
$203M +$40.7M +25% 19.7% 14.8% 11 36.36% 1.6
Wela Strategies
4945
Wela Strategies
Georgia
$202M +$10.6M +6% 5.43% 51.3% 45 4.44% 2.6
AC
4946
ASB Consultores
Florida
$202M – – 8.19% 91% 224 – 0
SWM
4947
Strategic Wealth Management
Washington
$202M +$9.9M +5% 4.98% 52.8% 72 5.56% 1.3
TL
4948
TowerView LLC
New York
$202M +$12.2M +6% 0.54% 16.3% 36 16.67% 2.5
Ironwood Investment Management
4949
Ironwood Investment Management
Massachusetts
$202M +$9.23M +5% 6.01% 164% 184 8.7% 4.7
WC Walker & Associates
4950
WC Walker & Associates
California
$202M +$15.5M +8% 8.92% – 75 14.67% 0.8