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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)
AAM
5226
Ascension Asset Management
New York
$164M – – 8.61% – 89 – 2
California First Leasing Corp
5227
California First Leasing Corp
California
$164M +$14.1M +9% 7.75% 377% 37 8.11% 1.1
GSI Capital Advisors
5228
GSI Capital Advisors
California
$164M +$1.38M +0.9% 1.09% 39.7% 29 13.79% 1.6
Daily Journal Corp
5229
Daily Journal Corp
California
$164M +$2.57M +2% 2.96% 108% 4 0% 7.7
Palumbo Wealth Management
5230
Palumbo Wealth Management
New York
$163M +$13.1M +9% 3.79% 115% 111 22.52% 1.6
Peoples Bank (Ohio)
5231
Peoples Bank (Ohio)
Ohio
$163M +$6.91M +4% 5.79% 71.7% 124 10.48% 4.3
DB Wealth Management Group
5232
DB Wealth Management Group
California
$163M +$4.78M +3% 3.91% 19% 366 3.28% 1.8
Sterneck Capital Management
5233
Sterneck Capital Management
Missouri
$163M +$4.53M +3% 5.04% 61.5% 101 4.95% 4.5
Lindenwold Advisors
5234
Lindenwold Advisors
Pennsylvania
$163M +$1.8M +1% 6.07% 75% 121 14.05% 1.3
LI
5235
Latigo Investments
Florida
$163M +$23.9M +17% 4.01% 56.6% 18 11.11% 1.2
Bain Capital Venture Investors
5236
Bain Capital Venture Investors
Massachusetts
$163M -$342M -68% 26.8% 34.2% 3 33.33% 1.5
Altus Wealth Group
5237
Altus Wealth Group
Colorado
$163M +$14.4M +10% 7.34% 76.7% 141 9.22% 1.6
Ardent Capital Management
5238
Ardent Capital Management
Ohio
$163M +$23.7M +17% 11.2% 87.2% 32 15.63% 0.8
Prosperity Consulting Group
5239
Prosperity Consulting Group
Maryland
$163M +$4.58M +3% 6.59% 66.8% 111 11.71% 1.2
Convergence Financial
5240
Convergence Financial
Missouri
$163M +$27M +20% 4.83% 62.3% 30 10% 1
Burns Matteson Capital Management
5241
Burns Matteson Capital Management
New York
$163M +$5.29M +3% 3.02% 137% 191 53.93% 1
QVIDTVM Management
5242
QVIDTVM Management
Texas
$163M -$280K -0.2% 4.13% 19.5% 13 15.38% 1
APSI
5243
Asset Planning Services Inc
Louisiana
$162M +$4.56M +3% 7.89% 138% 38 5.26% 4.1
AAF Wealth Management
5244
AAF Wealth Management
Massachusetts
$162M +$9.15M +6% 5.48% 65.8% 51 21.57% 1.4
Patrick Mauro Investment Advisor
5245
Patrick Mauro Investment Advisor
Illinois
$162M +$2M +1% 0.59% 31.7% 41 4.88% 0.7
Blue Owl Capital Holdings
5246
Blue Owl Capital Holdings
New York
$162M +$6.18M +4% 7.16% 145% 18 27.78% 1
Trail Ridge Investment Advisors
5247
Trail Ridge Investment Advisors
Colorado
$162M +$8.79M +6% 8.22% 83.9% 127 18.9% 1.2
Arch Venture Management
5248
Arch Venture Management
Illinois
$162M -$45.2M -22% 7.53% 228% 8 25% 1.3
Mader & Shannon Wealth Management
5249
Mader & Shannon Wealth Management
Missouri
$162M +$10.3M +7% 0.12% 53.1% 17 5.88% 2.3
Baron Financial Group
5250
Baron Financial Group
New Jersey
$162M +$3.98M +3% 3.92% 55.5% 55 5.45% 2.2