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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)
Mathes Company
5176
Mathes Company
New York
$274M -$6.66M -2% 1.08% 121% 132 9.09% 6.8
Shrier Wealth Management
5177
Shrier Wealth Management
California
$274M +$19.7M +8% 4.15% – 134 8.21% 0.2
Sittner & Nelson
5178
Sittner & Nelson
Oregon
$274M -$8.98M -3% 0.02% 88.1% 573 8.03% 3.3
Aventura Private Wealth
5179
Aventura Private Wealth
Florida
$273M -$4.85M -2% 3.74% – 948 14.45% 1
One River Asset Management
5180
One River Asset Management
Connecticut
$273M -$785M -74% 12.6% 27% 286 29.02% 0.4
Fluent Financial
5181
Fluent Financial
Texas
$273M +$10.9M +4% 0.07% 46.9% 64 43.75% 2.1
BE
5182
Bonness Enterprises
District of Columbia
$273M -$16.6M -6% 2.75% 98.6% 39 2.56% 11.4
Burns Matteson Capital Management
5183
Burns Matteson Capital Management
New York
$273M -$12.3M -4% 9.47% 137% 242 39.26% 1.5
Squadron Capital Management
5184
Squadron Capital Management
Illinois
$273M +$36.9M +16% 39.2% – 52 65.38% 0.1
Firethorn Wealth Partners
5185
Firethorn Wealth Partners
Georgia
$273M +$5.37M +2% 1.57% 75.1% 205 14.63% 2.6
LAM
5186
Lountzis Asset Management
Pennsylvania
$273M -$8.98M -3% 2.76% 124% 53 3.77% 3.8
Richards, Merrill & Peterson
5187
Richards, Merrill & Peterson
Washington
$273M +$11.7M +4% 0.52% – 295 11.53% 0.9
Blackhawk Capital Partners
5188
Blackhawk Capital Partners
Wisconsin
$273M +$6.26M +2% 0.28% 87.2% 164 23.17% 1.7
Spinecap SAS
5189
Spinecap SAS
France
$272M +$39.9M +17% 16% – 16 25% 0.8
Trinity Wealth Management
5190
Trinity Wealth Management
Pennsylvania
$272M +$862K +0.3% 1.5% 56.7% 75 13.33% 2.8
Stonebridge Financial Planning Group
5191
Stonebridge Financial Planning Group
Florida
$272M -$4.69M -2% 1.99% 72.4% 178 9.55% 3.5
Autumn Glory Partners
5192
Autumn Glory Partners
Texas
$272M -$13.1M -5% 3.11% 76% 224 16.07% 2.1
Wealthedge Investment Advisors
5193
Wealthedge Investment Advisors
New York
$272M +$1.85M +0.7% 5.3% – 162 31.48% 0.8
Sims Investment Management
5194
Sims Investment Management
Ohio
$272M -$10.8M -4% 1.57% – 45 26.67% 1.1
Bourne Lent Asset Management
5195
Bourne Lent Asset Management
New York
$272M -$29.4M -10% 6.85% 95.1% 65 6.15% 7.7
Swan Capital
5196
Swan Capital
Florida
$272M +$14.9M +6% 1.85% 47.9% 620 28.23% 1.1
Seldon Capital
5197
Seldon Capital
California
$272M -$16.8M -6% 8.24% 604% 71 16.9% 2.5
FG
5198
Franchise GP
$272M +$183M +206% 11.4% – 38 42.11% 0.2
RJA Asset Management
5199
RJA Asset Management
Connecticut
$272M -$10.7M -4% 8.41% 80.2% 4 25% 2.1
BWIA
5200
Bryant Woods Investment Advisors
New York
$272M +$13.8M +5% 1.65% 74.4% 60 21.67% 2.6