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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)
MQS Management
5276
MQS Management
New York
$147M -$7.55M -5% 7.47% 6.42% 632 80.7% 0.1
Summit Rock Advisors
5277
Summit Rock Advisors
New York
$147M +$18.7M +15% 16.9% – 5 60% 1.1
WealthCare Investment Partners
5278
WealthCare Investment Partners
Rhode Island
$147M +$25.9M +21% 7.34% 62.6% 121 17.36% 0.8
Walled Lake Planning & Wealth Management
5279
Walled Lake Planning & Wealth Management
Illinois
$147M +$3.65M +3% 14.8% 62.6% 87 50.57% 1.9
Range Financial Group
5280
Range Financial Group
Oregon
$147M +$17.4M +13% 12.4% 195% 191 33.51% 1
Morton Brown Family Wealth
5281
Morton Brown Family Wealth
Pennsylvania
$147M +$21.2M +17% 7.15% 54.5% 227 35.68% 0.8
Acute Investment Advisory
5282
Acute Investment Advisory
Arizona
$147M +$7.37M +5% 0.16% 15% 33 60.61% 0.4
Numerai
5283
Numerai
California
$147M – – 1.34% 52.7% 111 – 0
Moon Capital Management
5284
Moon Capital Management
New York
$147M +$68.2M +87% 11.3% 76.3% 14 14.29% 2.6
Platinum Equity
5285
Platinum Equity
California
$146M -$12.5M -8% 6.52% 52.7% 8 0% 0.7
HC Advisors
5286
HC Advisors
Georgia
$146M +$1.25M +0.9% 6.58% 63.5% 92 16.3% 1.9
VitalStone Financial
5287
VitalStone Financial
Texas
$146M – – 3.41% – 615 – 0
SVG
5288
Sun Valley Gold
Idaho
$146M -$129M -47% 18.9% 160% 15 33.33% 2.5
McNaughton Wealth Management
5289
McNaughton Wealth Management
California
$146M +$10.1M +7% 5.59% 55.6% 55 5.45% 2.4
Sterling Investment Advisors (Missouri)
5290
Sterling Investment Advisors (Missouri)
Missouri
$146M +$12.9M +10% 8.92% 45.1% 27 11.11% 5.8
CIA
5291
Citadel Investment Advisory
Ohio
$146M +$15.1M +12% 14.3% 66.1% 79 1.27% 1.8
Abbot Financial Management
5292
Abbot Financial Management
Massachusetts
$146M +$5.79M +4% 12.2% 102% 117 9.4% 4.2
IWN
5293
Independent Wealth Network
Iowa
$146M +$18.2M +14% 8.55% 78.2% 204 16.67% 0.9
Crestmont Private Wealth
5294
Crestmont Private Wealth
Texas
$146M +$14.3M +11% 7.04% 54.8% 48 56.25% 0.4
Strategic Investment Management
5295
Strategic Investment Management
Virginia
$146M +$11.3M +8% 7.7% 53.4% 10 0% 5.3
EP
5296
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 6.88% 32.2% 47 14.89% 4.4
Solitude Financial Services
5297
Solitude Financial Services
Virginia
$146M +$9.08M +7% 9.45% 62.4% 45 4.44% 1.5
Lansing Street Advisors
5298
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 9.21% – 378 31.22% 0.5
RPg Family Wealth Advisory
5299
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 6.91% 117% 103 32.04% 3
AllSquare Wealth Management
5300
AllSquare Wealth Management
New York
$146M +$7.51M +5% 6.7% 62.4% 541 3.14% 4.3