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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)
Missouri Trust & Investment Company
5226
Missouri Trust & Investment Company
Missouri
$155M -$11.8M -7% 3.73% 81.6% 373 11.53% 1.1
Members Advisory Group
5227
Members Advisory Group
New York
$155M +$7.57M +5% 4.85% 70.6% 19 5.26% 1
Center Lake Capital Management
5228
Center Lake Capital Management
Florida
$155M +$87.3M +129% 17.7% 98.3% 9 33.33% 1.1
MI
5229
Moneywise Inc
Virginia
$155M +$20.9M +16% 4.06% 60.8% 51 9.8% 3.4
Five Oceans Advisors
5230
Five Oceans Advisors
California
$155M +$10.1M +7% 7.03% 85.3% 162 14.2% 1
Mitsubishi UFJ Asset Management (UK)
5231
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$155M +$11.3M +8% 9.49% 151% 100 31% 1.7
AllSquare Wealth Management
5232
AllSquare Wealth Management
New York
$155M +$8.67M +6% 5.58% 62.4% 568 7.92% 4.3
Sterling Investment Advisors (Missouri)
5233
Sterling Investment Advisors (Missouri)
Missouri
$155M +$8.26M +6% 5.02% 45.1% 29 13.79% 6
Wynnefield Capital
5234
Wynnefield Capital
New York
$154M -$19.5M -11% 1.06% 52.1% 21 19.05% 3.9
Moseley Investment Management
5235
Moseley Investment Management
Florida
$154M +$14.6M +10% 12.4% 96.6% 149 9.4% 2.8
Yorktown Energy Partners XI
5236
Yorktown Energy Partners XI
New York
$154M +$9.01M +6% 9.42% 105% 4 0% 2.4
Cordant Inc
5237
Cordant Inc
Oregon
$154M +$5.59M +4% 4.07% 47% 83 15.66% 2.1
TL
5238
TowerView LLC
New York
$154M -$1.04M -0.7% 0.42% 16.3% 26 11.54% 3.6
Watchtower Advisors
5239
Watchtower Advisors
Connecticut
$154M -$15.2M -9% 15.5% 384% 18 50% 0.4
WorthPointe
5240
WorthPointe
California
$154M +$6.35M +4% 3.78% 59.7% 60 30% 0.7
NWK Group
5241
NWK Group
California
$154M +$18M +13% 26.2% 268% 82 35.37% 2
BCK Partners
5242
BCK Partners
New York
$154M +$6.28M +4% 4.22% 46% 29 10.34% 1.8
Greenfield Savings Bank
5243
Greenfield Savings Bank
Massachusetts
$154M +$2.59M +2% 5.8% 108% 141 9.22% 0.7
FFG
5244
Fortem Financial Group
California
$154M -$17.1M -10% 5.45% 183% 166 18.07% 1.8
Invus Financial Advisors
5245
Invus Financial Advisors
New York
$154M -$34.4M -18% 1.62% 29.5% 9 11.11% 1.9
Summit Rock Advisors
5246
Summit Rock Advisors
New York
$153M +$6.62M +5% 0.88% – 3 66.67% 0.5
ABLE Financial Group
5247
ABLE Financial Group
Arizona
$153M – – 5.09% 64.2% 129 – 0
Goodwin Investment Advisory
5248
Goodwin Investment Advisory
Georgia
$153M +$12.4M +9% 10% 60.8% 223 66.82% 1.3
Omega Fund Management
5249
Omega Fund Management
Massachusetts
$153M -$143M -48% 0.53% 106% 16 12.5% 3.1
Coulter & Justus Financial Services
5250
Coulter & Justus Financial Services
Tennessee
$153M +$6.09M +4% 4.62% – 53 15.09% 0.6