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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)
Activest Wealth Management
5151
Activest Wealth Management
Florida
$208M +$26.3M +15% 8.39% 117% 416 33.17% 0.8
Axis Capital Holdings
5152
Axis Capital Holdings
$208M +$64.8M +45% 9.82% 76% 3 0% 7.3
Anfield Capital Management
5153
Anfield Capital Management
California
$207M +$21.9M +12% 10.2% 65.3% 366 83.33% 0.4
Corundum Group
5154
Corundum Group
Colorado
$207M +$7.89M +4% 8.59% 89.5% 107 14.95% 4.3
Empirical Asset Management
5155
Empirical Asset Management
Massachusetts
$207M +$84.8M +69% 8.22% 94.5% 306 52.61% 0.8
GS Investments
5156
GS Investments
Minnesota
$207M +$16M +8% 11.5% 108% 138 2.9% 3.3
Weinberger Asset Management
5157
Weinberger Asset Management
California
$207M +$12.6M +6% 9.04% 89.6% 80 3.75% 1.8
Sharper & Granite
5158
Sharper & Granite
California
$207M +$13.7M +7% 6.31% 50.8% 100 6% 1.2
WealthCare Investment Partners
5159
WealthCare Investment Partners
Rhode Island
$207M +$23.7M +13% 6.8% 67.6% 139 12.95% 1.5
Gainplan
5160
Gainplan
Michigan
$207M +$16.3M +9% 9.93% 103% 73 35.62% 1.1
Forum Private Client Group
5161
Forum Private Client Group
Indiana
$207M +$15.2M +8% 5.3% 47.9% 77 12.99% 0.2
AAG
5162
Avalon Advisory Group
Pennsylvania
$207M +$14.9M +8% 5.46% 46% 13 46.15% 2.3
Left Brain Wealth Management
5163
Left Brain Wealth Management
Illinois
$207M +$33.5M +19% 42.6% 376% 85 24.71% 1
TRV GP IV
5164
TRV GP IV
Massachusetts
$206M -$39.8M -16% 13.1% 1,102% 3 0% 3.6
Madison International Realty Holdings
5165
Madison International Realty Holdings
New York
$206M -$11.1M -5% 5.07% – 2 0% 5.3
Forefront Analytics
5166
Forefront Analytics
Pennsylvania
$206M +$3.68M +2% 4.59% 50.9% 70 8.57% 3.8
Beacon Financial Advisory
5167
Beacon Financial Advisory
Ohio
$206M -$1.73M -0.8% 9.07% 76.8% 281 25.62% 2.3
Beta Wealth Group
5168
Beta Wealth Group
California
$206M +$14.9M +8% 5.63% 45.4% 110 11.82% 1.8
Lumbard & Kellner
5169
Lumbard & Kellner
New Hampshire
$206M +$32.8M +19% 5.4% 137% 73 20.55% 3.4
ALS
5170
Andrew L. Share
$205M +$15.6M +8% 8.1% 3.31% 13 7.69% 1
Altman Advisors
5171
Altman Advisors
Illinois
$205M +$14.8M +8% 10.5% 143% 102 8.82% 2.4
Palmer Knight Company
5172
Palmer Knight Company
Florida
$205M +$39.7M +24% 11.4% 78.9% 33 3.03% 3.4
PL
5173
Polianta Ltd
Jersey
$205M +$33.8M +20% 5.81% 31.6% 110 69.09% 0.5
Calton & Associates
5174
Calton & Associates
Florida
$205M -$43.3M -17% 7.29% 73.9% 263 35.36% 1.3
KKM Financial
5175
KKM Financial
Illinois
$205M +$46.4M +29% 9.58% – 148 18.24% 0.2