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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
5201
Phraction Management
Connecticut
$132M -$19.7M -13% 5.79% 106% 65 27.69% 0.7
Bayshore Asset Management
5202
Bayshore Asset Management
Florida
$132M -$5.66M -4% 5.84% 62.3% 30 3.33% 0.6
California First Leasing Corp
5203
California First Leasing Corp
California
$132M +$889K +0.7% 5.93% 377% 35 34.29% 0.5
Catalyst Private Wealth
5204
Catalyst Private Wealth
California
$132M -$8.86M -6% 3.58% 120% 76 14.47% 1.5
RI
5205
Rinkey Investments
California
$132M +$19.1M +17% 4.81% 38.4% 56 48.21% 0.4
Next Capital Management
5206
Next Capital Management
New York
$132M -$5.28M -4% 4.83% 61.3% 122 13.11% 2.2
AFT
5207
Alpha Family Trust
California
$132M -$24.7M -16% 0.59% 198% 63 49.21% 0.6
AIA
5208
Arcadia Investment Advisors
Idaho
$132M -$3.87M -3% 5.51% 56.4% 115 21.74% 2.9
Beaton Management Company
5209
Beaton Management Company
Massachusetts
$132M -$8.76M -6% 5.39% 95.9% 130 6.92% 4.1
NCM
5210
NCM Capital Management
New Jersey
$132M -$10.6M -7% 5.18% 105% 174 10.34% 0.7
Decatur Capital Management
5211
Decatur Capital Management
Georgia
$132M -$3.04M -2% 1.93% 135% 58 5.17% 2.8
Goodwin Investment Advisory
5212
Goodwin Investment Advisory
Georgia
$132M +$2.38M +2% 6.1% 60.8% 254 46.46% 0.7
MIC
5213
Maxi Investments CY
Cyprus
$132M -$8.1M -6% 6.49% 67.1% 66 22.73% 0.5
Axis Capital Holdings
5214
Axis Capital Holdings
$132M -$17.2M -12% 5.74% 67% 3 0% 5.8
Landmark Wealth Management (New York)
5215
Landmark Wealth Management (New York)
New York
$132M +$53.8M +69% 6.02% 37.9% 69 53.62% 0.3
MA
5216
Minerva Advisors
Pennsylvania
$132M -$6.53M -5% 7.44% 166% 66 1.52% 6.4
Infusive Asset Management
5217
Infusive Asset Management
New York
$132M -$2.96M -2% 0.07% 33.8% 22 40.91% 1.1
Crestmont Private Wealth
5218
Crestmont Private Wealth
Texas
$132M +$30.9M +31% 4.88% 54.8% 28 32.14% 0.5
BHCM
5219
Boulder Hill Capital Management
New York
$132M +$44.2M +50% 0.12% – 217 95.39% 0
Aurora Investment Counsel
5220
Aurora Investment Counsel
Georgia
$132M -$6.72M -5% 2.82% 31.7% 132 25% 1.1
1776 Wealth
5221
1776 Wealth
Georgia
$132M -$10.8M -8% 4.21% 90.4% 121 10.74% 2.2
Plustick Management
5222
Plustick Management
Virginia
$132M +$9.6M +8% 13.7% 1,667% 25 16% 0.5
Alhambra Investment Management
5223
Alhambra Investment Management
Florida
$132M -$6.66M -5% 4.86% 67.7% 144 8.33% 2.1
Arbor Trust Wealth Advisors
5224
Arbor Trust Wealth Advisors
Michigan
$132M -$11.9M -8% 5.49% 63.8% 103 9.71% 2.3
Tower View Wealth Management
5225
Tower View Wealth Management
Wisconsin
$131M -$4.6M -3% 4.52% 135% 177 11.3% 2.4