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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)
Oxbow Capital Management (HK)
5551
Oxbow Capital Management (HK)
Hong Kong
$141M +$15.6M +12% 12.9% 2,244% 5 60% 0.3
Hapanowicz & Associates Financial Services
5552
Hapanowicz & Associates Financial Services
Pennsylvania
$141M -$8.78M -6% 3.87% 58.5% 33 12.12% 3.1
Beam Wealth Advisors
5553
Beam Wealth Advisors
Louisiana
$141M -$3.39M -2% 3.55% 59.7% 111 18.92% 2.2
CEDRUS
5554
CEDRUS
Colorado
$141M -$1.06M -0.7% 3.11% 19.8% 155 14.84% 1.3
NewGen Asset Management
5555
NewGen Asset Management
Ontario, Canada
$141M -$40.9M -23% 5.29% 402% 34 67.65% 0.4
AllGen Financial Advisors
5556
AllGen Financial Advisors
Florida
$141M -$18.2M -11% 4.72% 39.7% 35 17.14% 2.1
CAM
5557
Crown Advisors Management
California
$141M -$12.9M -8% 0.64% 284% 56 25% 2
Rye Brook Capital
5558
Rye Brook Capital
Connecticut
$141M -$71.2M -34% 4.65% 77.2% 30 20% 1.2
NCM
5559
NCM Capital Management
New Jersey
$141M -$3.38M -2% 1.85% 105% 156 8.97% 1.5
Summit Place Financial Advisors
5560
Summit Place Financial Advisors
New Jersey
$141M -$13.9M -9% 5.13% 111% 92 6.52% 2.4
22NW LP
5561
22NW LP
Washington
$140M -$19.8M -12% 11.7% 138% 15 13.33% 2.4
Castle Wealth Management
5562
Castle Wealth Management
Florida
$140M -$3.09M -2% 3.65% 53.6% 114 13.16% 1.1
Legacy Bridge
5563
Legacy Bridge
Iowa
$140M -$9.5M -6% 2.3% 236% 294 2.72% 3.8
PCA Investment Advisory Services
5564
PCA Investment Advisory Services
Ohio
$140M -$27.3M -16% 3.65% 71.4% 444 75% 0.5
Harbert Fund Advisors
5565
Harbert Fund Advisors
Alabama
$140M -$38.1M -21% 9.53% 70.8% 55 38.18% 1.3
MRA Advisory Group
5566
MRA Advisory Group
New Jersey
$140M -$5.22M -4% 2.7% 86.8% 148 28.38% 1.6
Herbst Group
5567
Herbst Group
Connecticut
$140M -$4.62M -3% 1.1% 142% 76 13.16% 1.4
Tilt Investment Management Holdings
5568
Tilt Investment Management Holdings
New York
$140M -$11.2M -7% 5.37% – 148 10.81% 0.7
Independent Order of Foresters
5569
Independent Order of Foresters
Ontario, Canada
$140M -$5.72M -4% 3.91% 66.3% 17 0% 2.5
LAI
5570
Legal Advantage Investments
California
$140M -$10M -7% 5.66% 116% 94 6.38% 1.8
Jetstream Capital
5571
Jetstream Capital
Tennessee
$140M +$88.3M +172% 14.1% – 24 79.17% 0.2
Melone Private Wealth
5572
Melone Private Wealth
Michigan
$140M -$1.91M -1% 4.88% 30.4% 53 5.66% 1.7
ETF Store
5573
ETF Store
Kansas
$140M -$2.8M -2% 2.99% 61% 99 8.08% 1.4
AIM
5574
Athena Investment Management
California
$140M -$5.62M -4% 2.86% 80.6% 139 4.32% 1.4
American Securities
5575
American Securities
New York
$140M -$35.8M -20% 5.03% – 1 0% 6.8