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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)
Columbia Trust
4926
Columbia Trust
Oregon
$173M -$6.19M -3% 7.97% 36% 139 10.79% 2.6
GS Investments
4927
GS Investments
Minnesota
$173M +$11.4M +7% 7.84% 108% 155 4.52% 2.3
Highview Capital Management
4928
Highview Capital Management
Illinois
$173M +$8.83M +5% 6.01% 123% 113 20.35% 0.9
DecisionPoint Financial
4929
DecisionPoint Financial
Arizona
$173M +$8.54M +5% 3.24% 48% 225 22.22% 0.2
Essex Woodlands Management
4930
Essex Woodlands Management
Texas
$173M -$6.52M -4% 8.19% 119% 7 0% 4.9
GPM Growth Investors
4931
GPM Growth Investors
Michigan
$173M +$8.02M +5% 10.9% – 39 7.69% 2.1
Libra Wealth
4932
Libra Wealth
California
$172M -$3.48B -95% 6.26% 58.2% 52 15.38% 0.8
Lincoln Capital Corp
4933
Lincoln Capital Corp
Rhode Island
$172M +$8.97M +5% 5.78% 82% 81 28.4% 2.5
Aubrey Capital Management
4934
Aubrey Capital Management
United Kingdom
$172M +$47.6M +38% 17.4% 319% 58 32.76% 1.2
Nucleo Capital
4935
Nucleo Capital
Brazil
$172M +$41.6M +32% 40.8% 116% 2 0% 1.5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
4936
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$172M +$41.6M +32% 24.4% 215% 110 25.45% 1.2
Jacobs Asset Management
4937
Jacobs Asset Management
New York
$172M -$32.3M -16% 10.7% 114% 47 42.55% 1.5
FSM Wealth Advisors
4938
FSM Wealth Advisors
Ohio
$172M +$31.7M +23% 6.71% 68.4% 162 16.67% 0.6
FSA Wealth Management
4939
FSA Wealth Management
Massachusetts
$172M +$486K +0.3% 7.78% – 56 30.36% 1.5
Mark Sheptoff Financial Planning
4940
Mark Sheptoff Financial Planning
Connecticut
$172M +$1.71M +1% 2.91% 92.4% 403 6.7% 4.8
St. Johns Investment Management
4941
St. Johns Investment Management
Florida
$172M +$4.54M +3% 6.48% 91.9% 191 11.52% 5.4
ShankerValleau Wealth Advisors
4942
ShankerValleau Wealth Advisors
Illinois
$172M +$10.8M +7% 4.97% 60.3% 22 9.09% 0.9
MGM
4943
Miura Global Management
New York
$172M -$26.7M -13% 14% 375% 20 20% 1.7
Weinberger Asset Management
4944
Weinberger Asset Management
California
$172M +$9.25M +6% 5.58% 89.6% 78 6.41% 0.9
MFC
4945
Mechanics Financial Corp
Ohio
$172M +$4.19M +2% 4.01% 82.7% 218 1.38% 1.2
Monarch Alternative Capital
4946
Monarch Alternative Capital
New York
$172M -$119M -41% 3.7% 497% 6 33.33% 1.4
SummerHaven Investment Management
4947
SummerHaven Investment Management
Connecticut
$172M +$3.91M +2% 4.78% 150% 200 2% 1.1
Ameliora Wealth Management
4948
Ameliora Wealth Management
Switzerland
$171M -$15.6M -8% 5.99% 73.9% 269 34.57% 0.5
Compass Advisory Group
4949
Compass Advisory Group
New York
$171M -$3.13M -2% 5.53% 49.2% 68 10.29% 1.5
Opal Wealth Advisors
4950
Opal Wealth Advisors
New York
$171M -$10.1M -6% 5.86% 62.3% 142 30.99% 1.2