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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)
Ignite Planners
5601
Ignite Planners
California
$154M – – 9.04% 83.8% 173 – 0
Walkner Condon Financial Advisors
5602
Walkner Condon Financial Advisors
Wisconsin
$154M -$49.5M -24% 3.75% 62.6% 174 49.43% 0.8
Corundum Group
5603
Corundum Group
Colorado
$154M +$18.7M +14% 7.84% 89.5% 106 13.21% 2.8
Cheyne Capital Management (UK)
5604
Cheyne Capital Management (UK)
United Kingdom
$154M -$14.4M -9% 1.7% 35.6% 150 42.67% 0.6
Thrive Capital Management (Pennsylvania)
5605
Thrive Capital Management (Pennsylvania)
Pennsylvania
$154M +$18.1M +13% 6.56% 65.3% 128 37.5% 0.7
AWM
5606
Aberdeen Wealth Management
Illinois
$153M +$50M +48% 10.8% 73.1% 163 26.38% 1.3
Consonance Capital Management
5607
Consonance Capital Management
New York
$153M -$29.4M -16% 7.13% 314% 18 22.22% 0.6
Theory Financial
5608
Theory Financial
Colorado
$153M – – 5.56% 54.5% 48 – 0
WFA Asset Management
5609
WFA Asset Management
Wisconsin
$153M – – 8.63% 60% 188 – 0
Farmers & Merchants Trust Co of Chambersburg PA
5610
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$153M +$15.8M +11% 12.5% 65.5% 340 9.41% 3.3
Resolute Capital Asset Partners
5611
Resolute Capital Asset Partners
Colorado
$153M – – 10.2% 657% 42 – 0
Dalton Investments
5612
Dalton Investments
Nevada
$153M +$16.5M +12% 6.45% 125% 23 17.39% 3.2
SAM
5613
Stenahm Asset Management
Guernsey
$153M -$326K -0.2% 8.11% – 25 16% 0.7
Pacifica Partners
5614
Pacifica Partners
Canada
$153M +$15.8M +11% 8.98% 127% 536 15.86% 1.4
MJB
5615
Mark J. Bradley
$153M +$6.83M +5% 10.4% – 51 9.8% 0.9
Hel Ved Capital Management
5616
Hel Ved Capital Management
Hong Kong
$153M – – 23.5% 1,351% 10 – 0.5
Fi3 Financial Advisors
5617
Fi3 Financial Advisors
Indiana
$153M +$2.08M +1% 9.54% 83.1% 54 27.78% 0.5
Ascension Capital Advisors
5618
Ascension Capital Advisors
Texas
$153M -$428K -0.3% 4.93% 59.3% 39 23.08% 1.3
Patron Partners
5619
Patron Partners
Texas
$153M +$16.6M +12% 10.3% 90.2% 193 10.88% 0.8
JNE Partners
5620
JNE Partners
United Kingdom
$153M -$24.8M -14% 2.15% 100% 13 0% 0.8
First Dallas Securities
5621
First Dallas Securities
Texas
$152M +$7.59M +5% 10.9% 163% 126 12.7% 3
Apogem Capital
5622
Apogem Capital
New York
$152M -$4.75M -3% 7.76% – 220 36.82% 0.6
Pacific Financial Group
5623
Pacific Financial Group
Washington
$152M +$12.2M +9% 6.58% 61.1% 69 14.49% 4
MAS
5624
Madden Advisory Services
Florida
$152M +$12.5M +9% 7.05% 52.3% 76 5.26% 4.7
Provident Wealth Management
5625
Provident Wealth Management
Tennessee
$152M +$20.4M +15% 5.25% 61.1% 87 14.94% 1.2