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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)
Agate Pass Investment Management
5351
Agate Pass Investment Management
Washington
$160M -$609K -0.4% 2.2% 76% 99 6.06% 0.3
Moser Wealth Advisors
5352
Moser Wealth Advisors
Washington
$160M -$5.38M -3% 3.97% – 146 10.96% 1.7
Solitude Financial Services
5353
Solitude Financial Services
Virginia
$160M +$9.7M +6% 1.66% 62.4% 44 22.73% 1
Stone House Capital Management
5354
Stone House Capital Management
Florida
$160M -$20.5M -11% 12.1% 151% 2 50% 0.3
Ewing Morris & Co Investment Partners
5355
Ewing Morris & Co Investment Partners
Ontario, Canada
$160M +$13.5M +9% 6.67% 63.5% 19 21.05% 0.2
Financial Avengers
5356
Financial Avengers
California
$160M -$3.21M -2% 1.79% 108% 168 9.52% 1.1
Jupiter Wealth Management
5357
Jupiter Wealth Management
Colorado
$160M -$33M -17% 4.26% 99.2% 95 24.21% 1.8
Trinity Financial Advisors
5358
Trinity Financial Advisors
Ohio
$160M -$9.47M -6% 2.79% 74.5% 70 22.86% 0.9
Integral Investment Advisors
5359
Integral Investment Advisors
California
$160M +$20.6M +15% 5.14% 60% 101 16.83% 0.2
Avory & Company
5360
Avory & Company
Florida
$160M -$6.75M -4% 17.7% 74.9% 25 24% 0.6
Oxinas Partners Wealth Management
5361
Oxinas Partners Wealth Management
Indiana
$160M -$15.5M -9% 2.94% 91.4% 160 35% 0.9
Investment Research & Advisory Group
5362
Investment Research & Advisory Group
Georgia
$160M -$5.2M -3% 5.44% 105% 202 13.37% 1.5
Juniper Investment Company
5363
Juniper Investment Company
New York
$159M +$11.3M +8% 2.26% 358% 10 10% 1.8
Rutabaga Capital Management
5364
Rutabaga Capital Management
Massachusetts
$159M +$8.48M +6% 0.34% 57% 52 3.85% 3.4
Bluestem Financial Advisors
5365
Bluestem Financial Advisors
Illinois
$159M -$1.49M -0.9% 5.37% 42.2% 28 14.29% 1.8
Gables Capital Management
5366
Gables Capital Management
Florida
$159M -$8.68M -5% 3.05% 151% 362 5.52% 3
Accretive Wealth Partners
5367
Accretive Wealth Partners
New Jersey
$159M +$2.32M +1% 4.39% 57.3% 121 19.83% 1
KCM
5368
Knoll Capital Management
Florida
$159M -$22.6M -12% 9.28% 258% 43 16.28% 1.8
VELA Investment Management
5369
VELA Investment Management
Ohio
$159M +$10.5M +7% 2.38% 56.8% 124 16.13% 0.2
Quaero Capital
5370
Quaero Capital
Switzerland
$159M +$13.5M +9% 2.3% 62.4% 93 30.11% 0.5
Industry Ventures
5371
Industry Ventures
California
$159M -$72M -31% 28.4% 77.4% 11 36.36% 0.2
Cox Capital Management
5372
Cox Capital Management
Massachusetts
$159M -$10.1M -6% 2.72% 106% 78 10.26% 2.9
NCM
5373
NCM Capital Management
New Jersey
$159M +$46.2M +41% 3.33% 105% 190 26.84% 0.2
Morgens Waterfall Vintiadis & Co
5374
Morgens Waterfall Vintiadis & Co
New York
$159M -$27M -15% 6.56% 594% 37 56.76% 1.8
Cheyne Capital Management (UK)
5375
Cheyne Capital Management (UK)
United Kingdom
$159M +$5.32M +3% 5.26% 35.6% 201 67.16% 0.4