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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)
Ducere Wealth Management
4976
Ducere Wealth Management
California
$333M +$81.1M +32% 23.3% – 153 29.41% 0.4
JPLA
4977
Joseph P. Lucia & Associates
New York
$333M +$52.8M +19% 17.4% 74.3% 189 11.11% 3.6
Steadview Capital Management
4978
Steadview Capital Management
United Kingdom
$333M +$106M +47% 71.1% 839% 17 47.06% 1.1
Tandem Financial
4979
Tandem Financial
Colorado
$332M +$18.1M +6% 9.44% – 106 8.49% 0.7
Canopy Partners
4980
Canopy Partners
Ohio
$332M +$41M +14% 19.2% 108% 274 17.15% 1.8
Master's Wealth Management
4981
Master's Wealth Management
Pennsylvania
$332M +$37.1M +13% 9.29% – 95 17.89% 0.8
Gallatin Point Capital
4982
Gallatin Point Capital
Connecticut
$332M +$94.2M +40% 24.8% – 3 33.33% 1
American Assets Inc
4983
American Assets Inc
California
$332M +$33.8M +11% 20.5% 63.2% 30 60% 6.1
Hidden Lake Asset Management
4984
Hidden Lake Asset Management
New York
$332M +$1.33M +0.4% 121% 849% 48 91.67% 0.1
Iams Wealth Management
4985
Iams Wealth Management
Nebraska
$332M +$45.3M +16% 10.9% 57.7% 205 16.59% 1.6
Prodigy Asset Management
4986
Prodigy Asset Management
Nebraska
$332M +$32.5M +11% 8.53% – 32 21.88% 1.1
BCS Private Wealth Management
4987
BCS Private Wealth Management
New Jersey
$332M +$2.96M +0.9% 12.7% – 217 28.11% 0.7
Precision Wealth Strategies
4988
Precision Wealth Strategies
Missouri
$332M +$30.4M +10% 32.8% 106% 194 31.96% 1.1
Legacy Capital Group California
4989
Legacy Capital Group California
California
$332M +$69M +26% 19.9% 129% 333 27.03% 1.6
Mayfair Advisory Group
4990
Mayfair Advisory Group
Alabama
$332M +$45.3M +16% 11.4% 71.5% 194 14.43% 3
FDx Advisors
4991
FDx Advisors
Illinois
$332M +$18.4M +6% 12.9% 66.2% 196 15.31% 3.6
Left Brain Wealth Management
4992
Left Brain Wealth Management
Illinois
$332M +$77.1M +30% 55% 376% 119 50.42% 1
Argentarii
4993
Argentarii
Ohio
$332M +$45.6M +16% 16.1% – 225 17.33% 1
SCMS
4994
Serenity Capital Management (Singapore)
Singapore
$332M -$82.8M -20% 12.6% 21% 11 9.09% 1.3
Pacifica Partners
4995
Pacifica Partners
Canada
$332M +$30.4M +10% 23.7% 127% 456 8.55% 3.8
L.K. Benson & Company
4996
L.K. Benson & Company
Maryland
$332M +$29M +10% 15.6% – 120 10% 1.3
Long Corridor Asset Management
4997
Long Corridor Asset Management
Hong Kong
$331M -$79.8M -19% 9.59% 73.6% 46 47.83% 0.6
Foundation Wealth Management (Pennsylvania)
4998
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$331M +$47.8M +17% 10% – 106 15.09% 1.2
Goodlander Investment Management
4999
Goodlander Investment Management
Texas
$331M +$42.2M +15% 42.4% – 20 65% 0.2
Flagstar Advisors
5000
Flagstar Advisors
New York
$331M +$55M +20% 32% 81.9% 184 9.24% 3.4