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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)
IAMH
5276
IvyRock Asset Management (HK)
Hong Kong
$226M -$1.75M -0.8% 2.63% 64.5% 27 29.63% 1
Pamalican Asset Management
5277
Pamalican Asset Management
Hong Kong
$226M – – 14% – 32 – 0
Gibraltar Capital Management
5278
Gibraltar Capital Management
Oklahoma
$226M +$3.86M +2% 2.25% 65% 57 12.28% 3.5
Rockingstone Advisors
5279
Rockingstone Advisors
Massachusetts
$226M +$22.8M +11% 2.48% 114% 109 14.68% 1.6
Mitsubishi UFJ Asset Management (UK)
5280
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$226M +$32.5M +17% 5.96% 151% 131 28.24% 1.9
Reliant Investment Management
5281
Reliant Investment Management
Tennessee
$226M +$13.7M +6% 4.41% 129% 66 21.21% 3.2
Data Collective IV
5282
Data Collective IV
California
$226M +$62.8M +38% 106% 317% 6 0% 2.4
Alexander Labrunerie & Co
5283
Alexander Labrunerie & Co
Missouri
$226M +$7.92M +4% 2.99% – 113 16.81% 0.6
Calton & Associates
5284
Calton & Associates
Florida
$226M -$35.4M -14% 1.08% 73.9% 291 50.86% 1.6
Cura Wealth Advisors
5285
Cura Wealth Advisors
Illinois
$226M – – 1.5% – 96 – 0
Etesian Wealth Advisors
5286
Etesian Wealth Advisors
Oregon
$226M +$5.2M +2% 0.01% 60.6% 146 7.53% 1.5
Beta Wealth Group
5287
Beta Wealth Group
California
$226M +$4.27M +2% 0.22% 45.4% 115 14.78% 2.2
CCAM
5288
Codex Capital Asset Management
Texas
$226M +$583K +0.3% 4.28% – 36 2.78% 0.5
Altus Wealth Group
5289
Altus Wealth Group
Colorado
$226M -$7.84M -3% 1.25% 76.7% 155 14.84% 2.4
Fluent Financial
5290
Fluent Financial
Texas
$226M +$18.2M +9% 3.43% 46.9% 79 44.3% 1.6
Hazlett, Burt & Watson
5291
Hazlett, Burt & Watson
West Virginia
$226M +$8.57M +4% 0.75% 108% 791 11.88% 2
Smith Shellnut Wilson
5292
Smith Shellnut Wilson
Mississippi
$226M +$4.68M +2% 0.09% 98.6% 154 10.39% 4.7
CCM
5293
Conway Capital Management
California
$226M +$19.9M +10% 11.5% 139% 49 6.12% 2.6
Landmark Wealth Management (New York)
5294
Landmark Wealth Management (New York)
New York
$226M -$4.09M -2% 2.45% 42.7% 77 3.9% 1.4
Red Spruce Capital
5295
Red Spruce Capital
Pennsylvania
$225M +$5.39M +2% 0.6% 98.4% 92 13.04% 3.6
Lind Value II ApS
5296
Lind Value II ApS
Denmark
$225M -$7.71M -3% 9.19% – 8 62.5% 0.3
One Advisory Partners
5297
One Advisory Partners
Kansas
$225M -$2.57M -1% 1.47% 58.3% 48 10.42% 2.2
Potentia Wealth
5298
Potentia Wealth
California
$225M – – 2.69% – 97 – 0
JPLA
5299
Joseph P. Lucia & Associates
New York
$225M +$7.83M +4% 2.13% 84% 151 13.25% 3.3
Rockport Wealth
5300
Rockport Wealth
Ohio
$225M -$150M -40% 1.51% – 77 23.38% 0.6