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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)
JNE Partners
5326
JNE Partners
United Kingdom
$145M -$28.3M -16% 4.23% 100% 13 30.77% 1.4
Sandbox Financial Partners
5327
Sandbox Financial Partners
Maryland
$145M +$7.83M +6% 3.48% 69.6% 95 17.89% 1.3
Five Oceans Advisors
5328
Five Oceans Advisors
California
$144M +$17.9M +14% 8.27% 85.3% 151 13.91% 0.9
Virginia Wealth Management Group
5329
Virginia Wealth Management Group
Virginia
$144M +$10.3M +8% 10.8% 49.4% 79 7.59% 0.8
Red Tortoise LLC
5330
Red Tortoise LLC
Georgia
$144M – – 9.3% 43.7% 581 – 0.1
Riverstone Advisors
5331
Riverstone Advisors
Texas
$144M -$11.2M -7% 7.51% 104% 50 22% 2.3
MWA
5332
Miller Wealth Advisors
Colorado
$144M +$21.5M +18% 0.29% 117% 105 39.05% 0.8
California First Leasing Corp
5333
California First Leasing Corp
California
$144M +$11.5M +9% 11.7% 377% 32 3.13% 0.8
QCM
5334
Qsemble Capital Management
New York
$144M – – 9.01% 39.9% 214 – 0
Tower View Wealth Management
5335
Tower View Wealth Management
Wisconsin
$144M +$12.4M +9% 12.4% 135% 174 6.9% 2.7
626 Financial
5336
626 Financial
Michigan
$144M +$20.4M +17% 9.98% 71.3% 114 17.54% 1.3
Lloyd Advisory Services
5337
Lloyd Advisory Services
Georgia
$144M +$6.87M +5% 4.44% 47.7% 55 40% 1.2
Chiron Capital Management
5338
Chiron Capital Management
Florida
$144M -$5.03M -3% 7.76% – 131 14.5% 1.4
RCM
5339
Ratan Capital Management
Florida
$144M +$102M +241% 0.02% 616% 31 32.26% 1.8
Friedenthal Financial
5340
Friedenthal Financial
New Jersey
$144M +$129K +0.1% 11.3% 105% 118 61.86% 1.7
Pensionfund DSM Netherlands
5341
Pensionfund DSM Netherlands
Netherlands
$144M +$5.04M +4% 4.76% 36.9% 80 3.75% 6
AXQ Capital
5342
AXQ Capital
New Jersey
$144M – – 10% 35.5% 314 – 0
Castellan Group
5343
Castellan Group
Kentucky
$143M +$14.8M +12% 15.4% 184% 61 18.03% 1.2
Worth Asset Management
5344
Worth Asset Management
Texas
$143M +$6.84M +5% 3.55% 115% 531 21.85% 0.6
Vishria Bird Financial Group
5345
Vishria Bird Financial Group
Tennessee
$143M -$5.08M -3% 2.83% 74.3% 62 14.52% 2.4
Bridgefront Capital
5346
Bridgefront Capital
Texas
$143M +$45.8M +47% 7.74% 52.1% 559 85.15% 0.1
Values First Advisors
5347
Values First Advisors
Tennessee
$143M +$4.15M +3% 7.33% 87.6% 169 14.79% 2
McCarthy Asset Management
5348
McCarthy Asset Management
California
$143M +$15.4M +12% 9.64% – 34 8.82% 1.7
AIA
5349
Arcadia Investment Advisors
Idaho
$143M +$11M +8% 7.67% 56.4% 95 8.42% 3
Mitsubishi UFJ Asset Management (UK)
5350
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$143M +$13.7M +11% 9.96% 151% 84 13.1% 1.9