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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)
Crystal Rock Capital Management
5526
Crystal Rock Capital Management
Illinois
$151M -$34.8M -19% 13.8% 164% 33 6.06% 3.7
Alfreton Capital
5527
Alfreton Capital
United Kingdom
$151M +$96.4M +178% 9.75% 22.2% 4 75% 0.1
Briggs Advisory Group
5528
Briggs Advisory Group
Rhode Island
$151M +$4.05M +3% 4.46% – 52 5.77% 0.2
Omnia Family Wealth
5529
Omnia Family Wealth
Florida
$151M -$13.9M -8% 2.52% 80.6% 79 17.72% 3.6
Concorde Asset Management
5530
Concorde Asset Management
Michigan
$151M -$17M -10% 1.47% – 198 38.38% 1.7
WJ Wealth Management
5531
WJ Wealth Management
Arizona
$150M -$16.9M -10% 0.56% 90.6% 63 34.92% 1.2
Covestor
5532
Covestor
United Kingdom
$150M +$78.9M +111% 1.81% 136% 2,587 13.07% 0.2
Delta Capital Management
5533
Delta Capital Management
New Jersey
$150M -$28.7M -16% 2.89% 129% 89 12.36% 5.1
Mach-1 Financial Group
5534
Mach-1 Financial Group
Arkansas
$150M -$9.24M -6% 6% 83.4% 349 42.69% 0.3
EDBI Pte Ltd
5535
EDBI Pte Ltd
Singapore
$150M -$33.9M -18% 29.4% 6.21% 23 21.74% 0.2
Ardent Capital Management
5536
Ardent Capital Management
Ohio
$150M -$573K -0.4% 2.94% 87.2% 28 10.71% 0.3
Calixto Global Investors
5537
Calixto Global Investors
Florida
$150M -$33.2M -18% 9.64% 180% 13 69.23% 0.9
Satovsky Asset Management
5538
Satovsky Asset Management
New York
$150M +$609K +0.4% 1.51% 53.6% 41 26.83% 0.8
Concord Asset Management (Virginia)
5539
Concord Asset Management (Virginia)
Virginia
$150M -$417K -0.3% 5.19% 64.7% 56 25% 0.2
McGinn Penninger Investment Management
5540
McGinn Penninger Investment Management
Virginia
$150M -$1.77M -1% 0.09% 51.9% 39 23.08% 1.1
KEB Asset Management
5541
KEB Asset Management
Illinois
$150M -$6.75M -4% 2.45% 68.9% 54 24.07% 0.2
Mudita Advisors
5542
Mudita Advisors
United Kingdom
$150M +$38.7M +35% 17.7% 143% 21 14.29% 0.3
HighMark Wealth Management
5543
HighMark Wealth Management
Minnesota
$150M -$8.24M -5% 4.71% 110% 555 15.5% 1.5
Lugano Financial Advisors SA (LFA)
5544
Lugano Financial Advisors SA (LFA)
Switzerland
$150M -$23.7M -14% 2.89% 44.8% 127 21.26% 1.9
AA
5545
AF Advisors
California
$149M -$24.6M -14% 7.37% 76.5% 25 48% 1.6
Beta Wealth Group
5546
Beta Wealth Group
California
$149M +$10.8M +8% 5.79% 45.4% 100 49% 0.7
Benedetti & Gucer
5547
Benedetti & Gucer
Georgia
$149M +$1.86M +1% 3.8% 42.7% 112 30.36% 0.6
Starr International Company
5548
Starr International Company
Switzerland
$149M +$89.4M +149% 63% 26.1% 3 0% 4
Retirement Guys Formula
5549
Retirement Guys Formula
Ohio
$149M +$23.3M +18% 3.04% 75.7% 149 34.23% 0.2
Oliver Lagore Vanvalin Investment Group
5550
Oliver Lagore Vanvalin Investment Group
Michigan
$149M -$1.25B -89% 3.86% – 600 88.17% 0