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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)
AWAP
5226
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$308M +$79.4M +35% 12% 74.4% 177 13.56% 3.3
KFS
5227
Kaizen Financial Strategies
California
$308M +$71.3M +30% 25.1% 126% 192 17.71% 2.3
GL
5228
Gemsstock Ltd
United Kingdom
$307M -$641M -68% 8.07% 149% 32 71.88% 0.6
FCT
5229
Family Capital Trust
Massachusetts
$307M +$31.3M +11% 13.3% 32.3% 92 13.04% 4.7
EFP
5230
Envision Financial Planning
Tennessee
$307M +$30.9M +11% 7.33% 32.1% 57 14.04% 1.8
CCC
5231
Compass Capital Corp
Massachusetts
$307M +$28M +10% 17.3% – 222 16.67% 1
FFP
5232
Freedom Financial Partners
Minnesota
$307M +$26.2M +9% 11.8% – 92 7.61% 1.2
AAMC
5233
Asset Allocation & Management Company
Illinois
$307M +$37.3M +14% 10.4% 58.5% 97 34.02% 3.4
SA
5234
SoundView Advisors
Washington
$307M +$25.9M +9% 9.67% – 34 14.71% 0.8
FSLI
5235
Funde Sino Life Insurance
China
$307M – – 213% – 7 – 0
GCM
5236
GeoSphere Capital Management
Florida
$306M +$77.5M +34% 7.53% 446% 58 48.28% 0.5
PVM
5237
Palogic Value Management
Texas
$306M +$69.4M +29% 14.6% 31.3% 215 26.05% 1.8
BCP
5238
Blackhawk Capital Partners
Wisconsin
$306M +$33.6M +12% 12.1% 87.2% 176 36.93% 1.7
DMBA
5239
Deseret Mutual Benefit Administrators
Utah
$306M +$12.5M +4% 21% 75.5% 522 3.64% 4.2
CCM
5240
Contrarian Capital Management
Connecticut
$306M -$50.6M -14% 7.4% 29.4% 22 18.18% 3
PAM
5241
PSquared Asset Management
Switzerland
$306M +$18.6M +6% 6.44% 178% 26 73.08% 0.2
DO
5242
denkapparat Operations
Germany
$306M +$64.3M +27% 13.9% – 424 31.13% 0.7
1NWS
5243
1 North Wealth Services
Maryland
$306M +$29M +10% 9.25% – 309 13.59% 1.8
DP
5244
Denver PWM
Colorado
$306M +$14.8M +5% 10.5% 44.8% 91 6.59% 3
AWA
5245
Adapt Wealth Advisors
Georgia
$306M +$29.6M +11% 21.3% – 113 23.01% 1.3
TBC
5246
Ted Buchan & Co
California
$306M +$30.4M +11% 9.8% 61% 96 9.38% 2.1
TCM
5247
Tekne Capital Management
New York
$306M +$68.9M +29% 58.7% 516% 6 50% 0.9
QP
5248
Quartz Partners
New York
$305M +$46.5M +18% 14.5% – 214 32.24% 0.9
WIM
5249
WIM Investment Management
Hong Kong
$305M -$32.1M -10% 7.22% – 29 41.38% 0.7
LIA
5250
Lynx Investment Advisory
District of Columbia
$305M +$96M +46% 9.48% – 233 23.61% 1.1