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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)
Goldstream Capital Management
5251
Goldstream Capital Management
Hong Kong
$130M +$14.8M +13% 15.2% 686% 21 61.9% 0.3
Mitsubishi UFJ Asset Management (UK)
5252
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$130M -$43.6M -25% 3.65% 151% 86 16.28% 1.8
Arrow Investment Advisors
5253
Arrow Investment Advisors
Maryland
$129M +$4.29M +3% 3.73% 36.3% 78 34.62% 1.3
Range Financial Group
5254
Range Financial Group
Oregon
$129M -$8.24M -6% 2.85% 195% 169 20.71% 1
ARQ Wealth Advisors
5255
ARQ Wealth Advisors
Arizona
$129M -$10.4M -7% 6.72% 53.3% 53 13.21% 1.9
Lansing Street Advisors
5256
Lansing Street Advisors
Pennsylvania
$129M +$804K +0.6% 4.4% – 298 16.78% 0.4
Concord Asset Management (Virginia)
5257
Concord Asset Management (Virginia)
Virginia
$129M -$7.14M -5% 5.92% 64.7% 48 18.75% 0.7
NWK Group
5258
NWK Group
California
$129M -$19M -13% 1.44% 268% 84 36.9% 1.8
First National Bank of South Miami
5259
First National Bank of South Miami
Florida
$129M -$17.6M -12% 6.06% 35.2% 300 9.67% 3.1
Farmers & Merchants Trust Co of Chambersburg PA
5260
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129M -$8.16M -6% 4.22% 65.5% 368 12.23% 3.8
Signet Investment Advisory Group
5261
Signet Investment Advisory Group
Rhode Island
$129M -$15.2M -11% 5.53% 59.6% 76 11.84% 3.1
Tacita Capital
5262
Tacita Capital
Ontario, Canada
$129M -$15.7M -11% 8.51% 72.3% 202 4.46% 1.5
PHM
5263
Prospect Hill Management
New Jersey
$129M +$2.62M +2% 3.54% 85.1% 15 0% 1.7
CWM
5264
Capital Wealth Management
Rhode Island
$129M -$5.81M -4% 5.62% 46.7% 39 2.56% 2.4
Quad-Cities Investment Group
5265
Quad-Cities Investment Group
Iowa
$129M -$5.96M -4% 4.1% 67.3% 185 11.89% 2.8
TPWM
5266
Twelve Points Wealth Management
Massachusetts
$129M -$956K -0.7% 5.63% 50.7% 168 9.52% 0.7
Watchtower Advisors
5267
Watchtower Advisors
Connecticut
$129M -$18.2M -12% 11.1% 384% 13 53.85% 0.4
IAMH
5268
IvyRock Asset Management (HK)
Hong Kong
$129M -$29.5M -19% 2.28% 76% 16 37.5% 0.7
Castellan Group
5269
Castellan Group
Kentucky
$129M +$2.46M +2% 1.05% 184% 65 29.23% 1
Accel Growth Fund V Associates
5270
Accel Growth Fund V Associates
California
$129M -$35.3M -22% 21.1% 1.17% 2 0% 1.4
Bellevue Asset Management
5271
Bellevue Asset Management
Washington
$129M -$9.8M -7% 5.05% 56.7% 517 7.35% 2.3
Harrington Investments
5272
Harrington Investments
California
$129M -$5.91M -4% 2.43% 109% 78 5.13% 4.4
Coulter & Justus Financial Services
5273
Coulter & Justus Financial Services
Tennessee
$129M +$4.2M +3% 6.63% – 50 14% 0.2
AllGen Financial Advisors
5274
AllGen Financial Advisors
Florida
$128M +$6.82M +6% 5.53% 39.7% 41 21.95% 1.3
Rain Capital Management
5275
Rain Capital Management
Oregon
$128M -$10.8M -8% 4.51% 18.2% 72 18.06% 2.5