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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)
BCK Partners
5401
BCK Partners
New York
$167M +$9.46M +6% 5.11% 46% 28 0% 0.9
Manhattan West Asset Management
5402
Manhattan West Asset Management
California
$167M – – 7.83% 65.6% 113 – 0
Birch Capital Management
5403
Birch Capital Management
Texas
$167M +$19.5M +13% 14.5% 62% 84 2.38% 1.8
Running Point Capital Advisors
5404
Running Point Capital Advisors
California
$167M -$58.7M -26% 5.76% 52.1% 181 42.54% 0.7
Ribbit Capital GP IV
5405
Ribbit Capital GP IV
California
$167M – – 31.5% – 2 – 0
Samalin Investment Counsel
5406
Samalin Investment Counsel
New York
$167M +$12.8M +8% 7.78% 68.3% 266 15.04% 1.3
Trail Ridge Investment Advisors
5407
Trail Ridge Investment Advisors
Colorado
$167M – – 11.2% 83.9% 135 – 0
REMS
5408
Real Estate Management Services
$167M +$3.95M +2% 9.27% 67.2% 38 7.89% 2.8
Avory & Company
5409
Avory & Company
Florida
$166M +$4.58M +3% 0.74% 74.9% 20 30% 0.5
Maltin Wealth Management
5410
Maltin Wealth Management
New Jersey
$166M +$3.55M +2% 4.85% 58.2% 124 21.77% 1.3
Alcosta Capital Management
5411
Alcosta Capital Management
California
$166M +$2.42M +1% 15.1% 175% 34 32.35% 0.8
Cape Ann Savings Bank
5412
Cape Ann Savings Bank
Massachusetts
$166M +$11.7M +8% 8.69% 72.7% 93 11.83% 4.6
MA
5413
Minerva Advisors
Pennsylvania
$166M -$5.68M -3% 4.41% 166% 76 10.53% 5.8
Zeal Asset Management
5414
Zeal Asset Management
Hong Kong
$166M -$167M -50% 19.1% 26.9% 6 16.67% 1
Craft Ventures GP I
5415
Craft Ventures GP I
California
$166M – – 26% – 1 – 0
Legacy CG
5416
Legacy CG
Texas
$166M – – 7.42% 62.6% 55 – 0
Argus Investors Counsel
5417
Argus Investors Counsel
New York
$166M +$13.3M +9% 10.1% 132% 99 10.1% 4.1
Cassady Schiller Wealth Management
5418
Cassady Schiller Wealth Management
Ohio
$166M – – 8.29% 21.8% 670 – 0
S.A. Mason
5419
S.A. Mason
Michigan
$166M +$14.3M +9% 10.2% 116% 328 4.27% 1.7
Motive Wealth Advisors
5420
Motive Wealth Advisors
Michigan
$166M +$18M +12% 6.99% 73.4% 81 11.11% 0.5
Arkfeld Wealth Strategies
5421
Arkfeld Wealth Strategies
Nebraska
$166M -$199K -0.1% 5.42% 90.8% 78 7.69% 1.5
Boyar Asset Management
5422
Boyar Asset Management
New York
$166M +$14.2M +9% 7.47% 75.5% 86 2.33% 4.9
Penbrook Management
5423
Penbrook Management
New York
$166M +$5.05M +3% 9.95% 107% 106 7.55% 4.6
Solstein Capital
5424
Solstein Capital
California
$166M -$8.32M -5% 8.89% 102% 495 22.83% 0.7
Ciovacco Capital Management
5425
Ciovacco Capital Management
Georgia
$166M +$20.3M +14% 10.4% 88.5% 31 12.9% 0.7