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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)
Phraction Management
4976
Phraction Management
Connecticut
$152M -$21.6M -12% 16.1% 106% 69 13.04% 0.4
Friedenthal Financial
4977
Friedenthal Financial
New Jersey
$152M -$16.9M -10% 6.55% 111% 75 40% 2.5
1492 Capital Management
4978
1492 Capital Management
Wisconsin
$152M -$36.5M -19% 18% 332% 130 33.85% 1.4
TRV GP IV
4979
TRV GP IV
Massachusetts
$152M -$121M -44% 35% 1,102% 5 0% 2.3
First Financial Corp
4980
First Financial Corp
Indiana
$152M -$13.2M -8% 9.76% 95.3% 350 9.14% 6.4
HCM
4981
Hall Capital Management
Rhode Island
$152M -$18.9M -11% 10.7% – 103 17.48% 5
WR Wealth Planners
4982
WR Wealth Planners
Missouri
$152M -$16.2M -10% 12.9% 22.1% 554 11.37% 0.2
Pacific Sun Financial
4983
Pacific Sun Financial
California
$152M -$30.8M -17% 16.1% 70.3% 188 6.38% 3.1
BM
4984
Bislett Management
California
$152M -$39.2M -21% 19.1% 19.8% 15 13.33% 5.9
Weinberger Asset Management
4985
Weinberger Asset Management
California
$151M +$34.6M +30% 13.9% 80% 71 54.93% 0.2
Carolina Wealth Advisors
4986
Carolina Wealth Advisors
South Carolina
$151M -$6.96M -4% 10.4% 62% 300 8.67% 1.7
GDWAM
4987
Gold Dragon Worldwide Asset Management
Hong Kong
$151M -$1.12M -0.7% 15.9% – 7 71.43% 1.5
JLP Asset Management
4988
JLP Asset Management
New York
$151M -$9.7M -6% 16.5% 16.1% 24 29.17% 2
Baron Financial Group
4989
Baron Financial Group
New Jersey
$151M -$21.1M -12% 11% 55.5% 219 4.57% 1.7
Opal Wealth Advisors
4990
Opal Wealth Advisors
New York
$151M +$36.4M +32% 10.9% 62.3% 127 31.5% 0.9
QVIDTVM Management
4991
QVIDTVM Management
Texas
$151M -$34.1M -18% 18.4% 19.5% 11 0% 0.5
MGG Investment Group
4992
MGG Investment Group
New York
$151M -$49.2M -25% 19.6% 44.1% 2 0% 0.5
HIS
4993
Horizon Investment Services
Indiana
$151M -$39.7M -21% 12.9% 250% 116 19.83% 2.9
Symmetry Peak Management
4994
Symmetry Peak Management
Pennsylvania
$151M +$89.2M +144% 22.7% 320% 59 83.05% 0.2
DC
4995
Dryden Capital
Florida
$151M -$10.2M -6% 1.05% – 64 20.31% 0.4
One Advisory Partners
4996
One Advisory Partners
Kansas
$151M -$20.8M -12% 12% 58.3% 48 37.5% 1
Lagoda Investment Management
4997
Lagoda Investment Management
New York
$151M -$34.7M -19% 10.8% 250% 39 5.13% 4.5
Fortis Advisors
4998
Fortis Advisors
Pennsylvania
$151M -$31.4M -17% 11.7% 72.8% 330 22.73% 2
MA
4999
Menlo Advisors
California
$151M -$38.3M -20% 17.5% 108% 38 18.42% 5
Waycross Partners
5000
Waycross Partners
Kentucky
$151M -$21M -12% 16.2% 87.7% 82 9.76% 1.2