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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)
Provence Wealth Management Group
5226
Provence Wealth Management Group
California
$186M +$23M +14% 11% – 486 8.02% 0.5
Marks Wealth
5227
Marks Wealth
Maryland
$186M +$183M +6,960% 8.35% 165% 15 73.33% 0.7
WAM
5228
Westport Asset Management
Connecticut
$186M +$16.3M +10% 14.1% 64.2% 73 0% 6.3
Stelac Advisory Services
5229
Stelac Advisory Services
New York
$186M +$2.3M +1% 11.6% 84.9% 106 17.92% 4.6
FIDELIS iM
5230
FIDELIS iM
Oregon
$186M +$15M +9% 8.93% 44.8% 17 5.88% 2.3
FourWorld Capital Management
5231
FourWorld Capital Management
New York
$186M -$345M -65% 4.82% 132% 30 60% 1.1
Breakout Capital Partners
5232
Breakout Capital Partners
New York
$186M – – 19% – 9 – 0
Anfield Capital Management
5233
Anfield Capital Management
California
$186M -$24.2M -12% 9.64% 65.3% 85 10.59% 1.5
IMZ Advisory
5234
IMZ Advisory
Florida
$186M – – 9.96% 73.1% 34 – 0
Evergreen Private Wealth
5235
Evergreen Private Wealth
Colorado
$185M – – 11.4% 80.2% 225 – 0
Luken Investment Analytics
5236
Luken Investment Analytics
Tennessee
$185M +$12.9M +7% 8.62% 51% 141 8.51% 2.2
Amtrust Financial Services
5237
Amtrust Financial Services
New York
$185M +$17M +10% 9.47% 61.9% 15 0% 2.5
ALAM
5238
Asahi Life Asset Management
Japan
$185M -$105M -36% 12.9% 133% 247 60.73% 1.8
Act Wealth Management
5239
Act Wealth Management
Texas
$185M +$36.4M +24% 9.53% 70% 47 25.53% 1.8
HIS
5240
Horizon Investment Services
Indiana
$185M +$18.9M +11% 12.1% 250% 121 27.27% 3
HCA
5241
Hyperion Capital Advisors
New York
$185M +$2.71M +1% 12.7% 86.1% 67 14.93% 2.5
Daily Journal Corp
5242
Daily Journal Corp
California
$185M +$26.4M +17% 17.9% 109% 4 0% 8.2
Leisure Capital Management
5243
Leisure Capital Management
California
$185M +$11.1M +6% 11.4% 111% 140 12.86% 4.8
Worth Venture Partners
5244
Worth Venture Partners
New Jersey
$185M +$16.5M +10% 23.8% 105% 185 44.32% 1
Mine & Arao Wealth Creation & Management
5245
Mine & Arao Wealth Creation & Management
California
$185M +$20.5M +12% 12.6% 105% 330 6.97% 3
GF
5246
Genesis Fortune
Cayman Islands
$185M – – 5.23% – 1 – 0
BIA
5247
Bigelow Investment Advisors
Maine
$185M +$10.8M +6% 9.48% 75.7% 153 6.54% 3.6
Blue Door Asset Management
5248
Blue Door Asset Management
Connecticut
$185M +$43.8M +31% 12.8% 127% 26 38.46% 1.1
Barrett & Company
5249
Barrett & Company
Rhode Island
$185M +$14.9M +9% 9.99% 83.6% 645 6.67% 1.2
G.F.W. Energy XII
5250
G.F.W. Energy XII
Texas
$185M -$106M -36% 16.4% 68.9% 5 40% 0.4