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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)
Powers Advisory Group
5426
Powers Advisory Group
Illinois
$143M +$7.38M +5% 3.39% 49.8% 94 4.26% 1.1
Treasure Coast Financial Planning
5427
Treasure Coast Financial Planning
Florida
$143M +$9.02M +7% 3.85% 35.5% 41 14.63% 0.9
Adalta Capital Management
5428
Adalta Capital Management
New York
$143M +$1.21M +0.9% 5.84% 80.4% 90 12.22% 3.3
Nixon Peabody Trust
5429
Nixon Peabody Trust
Massachusetts
$143M +$19.7M +16% 10.6% 101% 69 13.04% 4.8
Daventry Group
5430
Daventry Group
New York
$143M +$27.1M +23% 15.8% 26.2% 8 25% 1
Fourpath Capital Management
5431
Fourpath Capital Management
Oklahoma
$143M +$5.33M +4% 1.74% 82.1% 136 16.91% 1
Ausbil Investment Management
5432
Ausbil Investment Management
Australia
$143M -$11M -7% 1.24% 115% 62 58.06% 0.1
QGA
5433
Q Global Advisors
Texas
$143M -$63.7M -31% 9.77% 79% 227 22.47% 1
Virtus Investment Advisers
5434
Virtus Investment Advisers
Connecticut
$143M -$7.23M -5% 8.34% 172% 354 32.49% 0.4
Fortress Wealth Management
5435
Fortress Wealth Management
California
$143M +$22.5M +19% 3.87% 52.1% 61 9.84% 0.9
Green Alpha Advisors
5436
Green Alpha Advisors
Colorado
$143M +$22.2M +18% 14.1% 316% 152 6.58% 1.7
Cape Ann Savings Bank
5437
Cape Ann Savings Bank
Massachusetts
$143M +$6M +4% 5.32% 72.7% 81 2.47% 5.7
ShoreHaven Wealth Partners
5438
ShoreHaven Wealth Partners
New Jersey
$143M +$667K +0.5% 6.33% 72.4% 86 29.07% 1
LFWA
5439
LBJ Family Wealth Advisors
Texas
$143M +$8.57M +6% 8.05% 64.9% 23 4.35% 6.6
MAS
5440
Madden Advisory Services
Florida
$142M +$8.79M +7% 6.44% 52.3% 80 3.75% 5.1
Beirne Wealth Consulting Services
5441
Beirne Wealth Consulting Services
Connecticut
$142M -$60.8M -30% 5.24% 81.9% 119 35.29% 2.1
Elequin Capital
5442
Elequin Capital
New York
$142M -$213M -60% 0.48% 52.4% 701 67.9% 0.2
Friedenthal Financial
5443
Friedenthal Financial
New Jersey
$142M -$1.49M -1% 9.05% 105% 151 62.25% 1.8
CEDRUS
5444
CEDRUS
Colorado
$142M +$18M +14% 4.49% 19.8% 166 15.06% 0.9
Delta Capital Management
5445
Delta Capital Management
New Jersey
$142M +$4.9M +4% 1.93% 129% 89 6.74% 5.4
Thames Capital Management
5446
Thames Capital Management
New Jersey
$142M -$68.5M -33% 15.9% 1,177% 31 61.29% 2.1
Grey Street Capital
5447
Grey Street Capital
Illinois
$142M – – 14.6% – 131 – 0
MM
5448
MWG Management
British Virgin Islands
$142M -$53.8M -27% 27.1% 59.2% 3 0% 1.4
Custos Family Office
5449
Custos Family Office
Texas
$142M +$16.7M +13% 4.77% 57.4% 46 28.26% 0.7
Tandem Capital Management
5450
Tandem Capital Management
New Jersey
$142M +$15.1M +12% 10.4% 128% 110 17.27% 2