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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)
Byrne Asset Management
5376
Byrne Asset Management
New Jersey
$154M +$13.8M +10% 6.46% 126% 654 29.82% 1
Pacific Wealth Management
5377
Pacific Wealth Management
California
$154M -$1.95M -1% 1.43% 72.8% 28 10.71% 1.1
GIS
5378
Grayhawk Investment Strategies
Alberta, Canada
$154M -$54.9M -26% 4.51% 20.3% 148 2.7% 0.9
Keyframe Capital Partners
5379
Keyframe Capital Partners
New York
$154M -$2.9M -2% 3.78% 6.45% 14 35.71% 0.5
Pensionfund DSM Netherlands
5380
Pensionfund DSM Netherlands
Netherlands
$154M +$5.79M +4% 2.9% 36.9% 73 1.37% 6.6
CAM
5381
Crown Advisors Management
California
$153M +$19.5M +15% 14.2% 284% 56 19.64% 1.9
Metavasi Capital
5382
Metavasi Capital
New York
$153M +$19.3M +14% 25.1% 840% 43 65.12% 0.5
Lokken Investment Group
5383
Lokken Investment Group
Delaware
$153M +$21.7M +17% 4.73% 65.3% 137 11.68% 1.7
Tandem Capital Management
5384
Tandem Capital Management
New Jersey
$153M +$11.4M +8% 7.94% 128% 110 7.27% 2.2
BMS Financial Advisors
5385
BMS Financial Advisors
South Dakota
$153M +$8.7M +6% 4.61% – 127 26.77% 0.9
Wealth Management Solutions
5386
Wealth Management Solutions
Pennsylvania
$153M -$20.4M -12% 3.39% – 93 12.9% 1.2
Geneva Partners
5387
Geneva Partners
Wisconsin
$153M +$36.4M +31% 15% 401% 86 45.35% 1.7
Quad-Cities Investment Group
5388
Quad-Cities Investment Group
Iowa
$153M +$8.77M +6% 5% 67.3% 184 12.5% 3
Etesian Wealth Advisors
5389
Etesian Wealth Advisors
Oregon
$153M +$2.99M +2% 5.19% 54.8% 109 5.5% 0.5
TL
5390
TowerView LLC
New York
$153M -$886K -0.6% 2.01% 17.9% 26 19.23% 3.6
Lapides Asset Management
5391
Lapides Asset Management
Connecticut
$153M -$11.9M -7% 1.95% 63% 54 12.96% 3.5
Silver Oak Advisory Group
5392
Silver Oak Advisory Group
Oregon
$153M +$4.15M +3% 1.24% 27% 57 3.51% 1.3
Technology Crossover Management XI
5393
Technology Crossover Management XI
California
$153M +$25.7M +20% 20.2% 112% 1 0% 0.3
Northstar Advisory Group
5394
Northstar Advisory Group
New Jersey
$153M +$19.3M +14% 9.34% 141% 96 29.17% 1
Concorde Financial
5395
Concorde Financial
Texas
$153M +$15.6M +11% 2.5% 81.3% 35 5.71% 1
Leading Edge Financial Planning
5396
Leading Edge Financial Planning
Tennessee
$153M +$14.6M +11% 2.87% 48.6% 70 7.14% 0.5
Ferguson Shapiro
5397
Ferguson Shapiro
Georgia
$153M +$36.3M +31% 0.78% 42.7% 36 44.44% 1.3
Gables Capital Management
5398
Gables Capital Management
Florida
$153M +$9.6M +7% 9.66% 151% 389 7.46% 3.8
Alpha Wave Global
5399
Alpha Wave Global
New York
$153M -$118M -44% 2.59% 226% 45 33.33% 1.8
APS
5400
American Planning Services
Florida
$153M +$5.14M +3% 4.24% 23.8% 33 15.15% 0.9