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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)
SM
5051
Samjo Management
New York
$236M -$29.3M -11% 8.8% – 59 11.86% 1
Talos Asset Management
5052
Talos Asset Management
New York
$236M -$187M -44% 6.9% – 26 57.69% 0.2
WealthCare Investment Partners
5053
WealthCare Investment Partners
Rhode Island
$236M +$6.58M +3% 0.49% 67.6% 154 9.09% 2.1
Flagship Pioneering
5054
Flagship Pioneering
Massachusetts
$236M -$98.5M -29% 22.7% 13.3% 5 20% 5.8
Demars Financial Group
5055
Demars Financial Group
Washington
$236M +$7.23M +3% 2.54% 69.1% 76 13.16% 2.5
Murphy Pohlad Asset Management
5056
Murphy Pohlad Asset Management
Minnesota
$236M +$3.48M +1% 3.3% 83% 127 9.45% 6.3
FSA Wealth Management
5057
FSA Wealth Management
Massachusetts
$236M -$10.7M -4% 3.32% – 569 10.37% 1.4
Cambridge Financial Group (Arizona)
5058
Cambridge Financial Group (Arizona)
Arizona
$236M +$1.72M +0.7% 1.06% 69.5% 138 7.97% 1.1
G&S Capital
5059
G&S Capital
Colorado
$236M -$6.71M -3% 0.78% 85.6% 135 20% 2.7
Olympus Peak Asset Management
5060
Olympus Peak Asset Management
Connecticut
$235M -$37.4M -14% 13.4% – 1 0% 0.5
Lowe Wealth Advisors
5061
Lowe Wealth Advisors
Maryland
$235M +$708K +0.3% 0.13% 63.3% 390 12.31% 4.8
Purus Wealth Management
5062
Purus Wealth Management
California
$235M -$17.6M -7% 5.39% 174% 125 6.4% 2.8
WFA
5063
WMG Financial Advisors
Tennessee
$235M +$2.82M +1% 2.58% 73.8% 185 15.14% 1.7
Regents Gate Capital
5064
Regents Gate Capital
United Kingdom
$235M -$17.1M -7% 8.55% – 70 68.57% 0.1
Seneca House Advisors
5065
Seneca House Advisors
Virginia
$235M -$17.4M -7% 1.94% 58.2% 92 5.43% 4.2
Texas Capital Bancshares
5066
Texas Capital Bancshares
Texas
$235M -$13.6M -5% 5.31% 175% 80 8.75% 4.2
AA
5067
Alta Advisers
United Kingdom
$235M +$76.5M +48% 2.79% 129% 229 33.19% 1.7
Income Research & Management
5068
Income Research & Management
Massachusetts
$235M +$25.2M +12% 0.01% 1.19% 29 20.69% 1
DS
5069
Dalal Street
Texas
$235M -$18.6M -7% 19.6% 92.7% 5 60% 0.8
Payne Capital Management
5070
Payne Capital Management
New York
$235M +$2.77M +1% 0.67% – 74 10.81% 0.2
DSC Meridian Capital
5071
DSC Meridian Capital
New York
$234M -$38.9M -14% 5.19% – 17 52.94% 0.4
Sittner & Nelson
5072
Sittner & Nelson
Oregon
$234M +$3.66M +2% 0.04% 88.1% 522 10.15% 3
Beacon Bridge Wealth Partners
5073
Beacon Bridge Wealth Partners
Pennsylvania
$234M -$1.09M -0.5% 2.02% 52% 89 5.62% 1.7
Hassell Wealth Management
5074
Hassell Wealth Management
Louisiana
$234M -$13.8M -6% 0.9% 49.7% 26 3.85% 1.8
Hutner Capital Management
5075
Hutner Capital Management
Vermont
$234M +$27.3M +13% 10.7% 52.2% 48 6.25% 6.4