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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)
Privium Fund Management (UK)
5226
Privium Fund Management (UK)
United Kingdom
$202M +$54.3M +37% 8.95% 34.4% 108 48.15% 0.6
Crestmont Private Wealth
5227
Crestmont Private Wealth
Texas
$202M +$5.01M +3% 6.37% 54.8% 59 15.25% 1.2
Bridge Advisory
5228
Bridge Advisory
California
$202M +$2.12M +1% 4.84% 6.7% 117 22.22% 1.7
Lunt Capital Management
5229
Lunt Capital Management
Utah
$201M +$8.32M +4% 5.35% 36.9% 94 15.96% 0.6
Moseley Investment Management
5230
Moseley Investment Management
Florida
$201M +$21.5M +12% 12.8% 96.6% 158 12.66% 3.3
Benedetti & Gucer
5231
Benedetti & Gucer
Georgia
$201M +$10.5M +6% 13% 42.7% 154 15.58% 1.5
Addison Capital
5232
Addison Capital
Pennsylvania
$201M +$40.2M +25% 7.62% 59.7% 131 21.37% 4.1
Wilshire Advisors
5233
Wilshire Advisors
California
$201M +$7.97M +4% 4.8% 118% 11 0% 2.7
Juniper Investment Company
5234
Juniper Investment Company
New York
$201M +$12.9M +7% 10.9% 358% 11 18.18% 3.1
Sterling Wealth Management
5235
Sterling Wealth Management
Illinois
$201M +$23.2M +13% 6.56% – 97 5.15% 0.2
One Degree Advisors
5236
One Degree Advisors
California
$201M +$5.26M +3% 6.01% 54.1% 54 7.41% 0.3
Lokken Investment Group
5237
Lokken Investment Group
Delaware
$201M +$23.9M +13% 7.21% 65.3% 150 14.67% 1.9
Long Walk Management
5238
Long Walk Management
Connecticut
$200M +$46.1M +30% 21.4% 302% 11 27.27% 1.2
WAM
5239
Westport Asset Management
Connecticut
$200M +$14.4M +8% 8.24% 64.2% 75 5.33% 6.4
Elevation Wealth Partners
5240
Elevation Wealth Partners
California
$200M +$33.4M +20% 5.94% 69.9% 516 21.32% 0.7
Christensen King & Associates Investment Services
5241
Christensen King & Associates Investment Services
Washington
$200M +$13.4M +7% 6.27% 57.9% 99 8.08% 0.2
CNA Financial
5242
CNA Financial
Illinois
$200M +$47.7M +31% 8.82% 48.6% 20 45% 1.7
May Barnhard Investments
5243
May Barnhard Investments
Maryland
$200M +$5.33M +3% 7.54% 65.4% 84 7.14% 0.2
Amtrust Financial Services
5244
Amtrust Financial Services
New York
$200M +$14.3M +8% 7.36% 61.9% 16 12.5% 2.6
Essential Planning
5245
Essential Planning
New Hampshire
$200M +$1.56M +0.8% 4.86% 40.9% 65 1.54% 1.1
Ausbil Investment Management
5246
Ausbil Investment Management
Australia
$200M +$15.1M +8% 7.65% 115% 67 37.31% 0.7
Deseret Mutual Benefit Administrators
5247
Deseret Mutual Benefit Administrators
Utah
$200M +$26.3M +15% 7.81% 81.9% 487 2.05% 2.6
Evergreen Private Wealth
5248
Evergreen Private Wealth
Colorado
$200M +$14.1M +8% 6.39% 80.2% 234 14.1% 0.2
Joseph Group Capital Management
5249
Joseph Group Capital Management
Ohio
$200M +$27.3M +16% 6.51% 64.3% 88 12.5% 1.7
Warner Financial
5250
Warner Financial
Maryland
$200M +$22.1M +12% 7.47% 69.2% 109 8.26% 1.7