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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)
MFC
5326
Mechanics Financial Corp
Ohio
$223M -$5.82M -3% 0.4% 82.7% 256 16.8% 2.4
Spectrum Asset Management (California)
5327
Spectrum Asset Management (California)
California
$223M -$13.8M -6% 0.21% 68.3% 107 16.82% 3.3
Lifelong Wealth Advisors
5328
Lifelong Wealth Advisors
Minnesota
$222M – – 1.47% – 66 – 0
Hidden Lake Asset Management
5329
Hidden Lake Asset Management
New York
$222M +$40.5M +22% 26% 849% 47 70.21% 0.3
J.H. Whitney Equity Partners VII
5330
J.H. Whitney Equity Partners VII
Connecticut
$222M -$30.7M -12% 12.1% 407% 1 0% 3
Crestmont Private Wealth
5331
Crestmont Private Wealth
Texas
$222M -$6.53M -3% 0.27% 54.8% 122 40.98% 1.4
AXQ Capital
5332
AXQ Capital
New Jersey
$222M -$109M -33% 0.83% 35.5% 660 75.15% 0.2
Slagle Financial
5333
Slagle Financial
Illinois
$222M -$3.18M -1% 1.16% 77.9% 117 11.11% 1.3
Denver Wealth Management
5334
Denver Wealth Management
Colorado
$222M +$6.07M +3% 1.32% 64.4% 88 7.95% 2.3
Fairway Wealth
5335
Fairway Wealth
Ohio
$222M +$25.2M +13% 1.69% 51.5% 239 60.67% 0.3
NCM
5336
NCM Capital Management
New Jersey
$222M +$13.6M +7% 1.51% 105% 176 9.66% 2.3
Wealthedge Investment Advisors
5337
Wealthedge Investment Advisors
New York
$222M – – 2.33% – 175 – 0
Amtrust Financial Services
5338
Amtrust Financial Services
New York
$222M +$4.7M +2% 2.34% 61.9% 15 0% 2.9
Intel Corp
5339
Intel Corp
California
$222M -$30.2M -12% 50.5% 9.79% 4 75% 1.6
Alan N. Hoffman Investment Management
5340
Alan N. Hoffman Investment Management
Massachusetts
$221M +$13.8M +7% 8.78% 114% 14 7.14% 3.3
GAMC
5341
Garner Asset Management Corp
Texas
$221M -$3.73M -2% 0.65% 103% 153 5.23% 5.1
GS Investments
5342
GS Investments
Minnesota
$221M -$3.44M -2% 2.74% 108% 134 2.24% 4
Agate Pass Investment Management
5343
Agate Pass Investment Management
Washington
$221M +$20.8M +10% 0.41% 76% 108 13.89% 2.2
AC
5344
Athos Capital
Hong Kong
$221M -$90M -29% 10% 110% 48 35.42% 0.8
SC
5345
Slotnik Capital
Texas
$221M -$80.6M -27% 2.61% – 29 72.41% 0.3
Institutional Venture Management XV
5346
Institutional Venture Management XV
California
$221M +$40.6M +22% 61.4% 116% 5 20% 2.6
Kennedy Investment Group
5347
Kennedy Investment Group
New Jersey
$221M +$3.64M +2% 3.29% 95.4% 128 8.59% 1.7
Trinity Wealth Management
5348
Trinity Wealth Management
Pennsylvania
$221M +$2.96M +1% 1.03% 56.7% 60 15% 2.4
Alpha Financial Advisors
5349
Alpha Financial Advisors
North Carolina
$221M -$5.13M -2% 1.08% 41.6% 52 13.46% 1.4
BridgePort Financial Solutions
5350
BridgePort Financial Solutions
Iowa
$221M – – 0.45% – 161 – 0