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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)
Prodigy Asset Management
5151
Prodigy Asset Management
Nebraska
$285M +$63.3M +29% 1.45% – 26 15.38% 0.9
Carmel Capital Partners
5152
Carmel Capital Partners
California
$285M +$47.6M +20% 0.68% 65.9% 119 17.65% 2.1
Rosalind Advisors
5153
Rosalind Advisors
Ontario, Canada
$285M -$8.04M -3% 19.5% – 48 37.5% 0.8
1 North Wealth Services
5154
1 North Wealth Services
Maryland
$284M +$40.1M +16% 2.53% – 281 9.61% 1.5
Revere Asset Management
5155
Revere Asset Management
Texas
$284M +$19.1M +7% 9.75% 592% 53 71.7% 0.4
Wealth Management Resources
5156
Wealth Management Resources
Rhode Island
$284M -$24.9M -8% 1.24% 37.7% 32 12.5% 3.2
Stevens Capital Management
5157
Stevens Capital Management
Pennsylvania
$284M -$470M -62% 0.74% 108% 335 67.16% 0.5
Power Wealth Management
5158
Power Wealth Management
Georgia
$284M +$9.39M +3% 1.4% 41.8% 96 9.38% 1.5
InterCapital
5159
InterCapital
Texas
$284M – – 8.96% – 92 – 0
Sharper & Granite
5160
Sharper & Granite
California
$284M +$4.78M +2% 1.89% 50.8% 108 5.56% 2.5
Wilkerson Advisory Group
5161
Wilkerson Advisory Group
Missouri
$284M – – 2.83% – 581 – 0
Townsend Asset Management
5162
Townsend Asset Management
North Carolina
$284M +$2.82M +1% 3.25% 88.5% 183 11.48% 4.4
Miller Value Partners
5163
Miller Value Partners
Florida
$284M +$11.7M +4% 8.03% 133% 37 10.81% 2.8
Collaborative Wealth Management
5164
Collaborative Wealth Management
Florida
$284M +$36.5M +15% 1.81% 46.6% 244 21.72% 2.7
Sculati Wealth Management
5165
Sculati Wealth Management
Michigan
$284M +$85.2K +0% 2.44% 80.3% 125 8% 3.9
Friday Financial
5166
Friday Financial
Iowa
$284M +$44.8M +19% 1.84% – 95 9.47% 0.8
Enzi Wealth
5167
Enzi Wealth
Texas
$284M -$733K -0.3% 3.12% 77% 74 10.81% 2.3
Highview Capital Management
5168
Highview Capital Management
Illinois
$283M +$11.5M +4% 4.82% 123% 117 19.66% 2.4
Bank OZK
5169
Bank OZK
Arkansas
$283M +$567K +0.2% 2.9% 112% 154 7.14% 6.5
Krensavage Asset Management
5170
Krensavage Asset Management
New York
$283M +$48.4M +21% 21.9% 124% 18 5.56% 2.7
G&S Capital
5171
G&S Capital
Colorado
$283M +$12.5M +5% 3.5% 85.6% 143 17.48% 2.9
Five Oceans Advisors
5172
Five Oceans Advisors
California
$283M +$11.2M +4% 2.92% 85.3% 205 14.15% 2.6
Oxford Asset Management
5173
Oxford Asset Management
United Kingdom
$283M -$22.1M -7% 4.91% – 799 85.73% 0.1
Sims Investment Management
5174
Sims Investment Management
Ohio
$283M +$6.56M +2% 1.72% – 45 11.11% 0.8
P. Schoenfeld Asset Management (PSAM)
5175
P. Schoenfeld Asset Management (PSAM)
New York
$283M -$251M -47% 11.3% 367% 56 51.79% 0.5