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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)
Blue Square Asset Management
5651
Blue Square Asset Management
New York
$141M -$11.6M -8% 5.23% 104% 86 15.12% 0.6
Michelson Medical Research Foundation
5652
Michelson Medical Research Foundation
California
$141M +$13M +10% 1.72% 52.2% 22 13.64% 0.5
Milestones Administradora de Recursos
5653
Milestones Administradora de Recursos
Brazil
$141M -$15.3M -10% 13.4% 116% 12 16.67% 1.2
P&S Credit Management
5654
P&S Credit Management
New York
$140M -$35M -20% 7.81% – 19 52.63% 0.3
Sharp Capital Gestora de Recursos
5655
Sharp Capital Gestora de Recursos
Brazil
$140M +$17.2M +14% 71.9% 61.4% 8 62.5% 1.8
Addison Capital
5656
Addison Capital
Pennsylvania
$140M +$7.47M +6% 5.09% 59.7% 112 11.61% 4.6
Shore Point Advisors
5657
Shore Point Advisors
New Jersey
$140M +$8.26M +6% 2.29% 54.6% 50 6% 1
Register Financial Advisors
5658
Register Financial Advisors
Georgia
$140M +$12.9M +10% 8.7% 130% 575 8.52% 0.4
Security National Bank of So Dak
5659
Security National Bank of So Dak
Iowa
$140M – – 5.53% 67.7% 97 – 5.4
Laurel Wealth Planning
5660
Laurel Wealth Planning
Minnesota
$140M -$10.9M -7% 3.82% 53.1% 61 16.39% 2
West Tower Group
5661
West Tower Group
Virginia
$140M +$38.8M +38% 0.49% 120% 595 94.79% 0
Ampfield Management
5662
Ampfield Management
New York
$140M -$8.91M -6% 13.9% 56.9% 4 25% 2.3
CAGAS
5663
Capital Advisory Group Advisory Services
Minnesota
$140M -$26.5M -16% 5.08% 54.8% 149 48.32% 3
Fortis Advisors
5664
Fortis Advisors
Pennsylvania
$140M -$13.2M -9% 1.03% 72.8% 270 67.78% 3.3
MIC
5665
Maxi Investments CY
Cyprus
$140M -$555K -0.4% 1.12% 67.1% 53 24.53% 1.1
Moneda SA Administradora General de Fondos
5666
Moneda SA Administradora General de Fondos
Chile
$139M +$51M +58% 1.54% 34.5% 40 32.5% 2
Alpha Square Group S
5667
Alpha Square Group S
New York
$139M -$47.6M -25% 8.2% 53.8% 20 25% 0.9
Goldstream Capital Management
5668
Goldstream Capital Management
Hong Kong
$139M +$44.7M +47% 26.8% 686% 57 42.11% 0.3
Allie Family Office
5669
Allie Family Office
Florida
$139M +$5.54M +4% 4.11% 59% 81 13.58% 1.2
VFG
5670
V2 Financial group
Illinois
$139M +$905K +0.7% 4.57% 63.3% 64 12.5% 1.8
CAM
5671
CPA Asset Management
Florida
$139M +$5.26M +4% 3% 48.8% 72 11.11% 0.5
5th Street Advisors
5672
5th Street Advisors
Connecticut
$139M +$9.7M +7% 3.49% 47.5% 29 37.93% 0.7
RiverTree Advisors
5673
RiverTree Advisors
Florida
$139M -$56.7K -0% 2.55% 25.4% 46 58.7% 0.5
KM Capital Management
5674
KM Capital Management
Texas
$139M +$30.4M +28% 5.87% 60.8% 49 38.78% 0.4
XC
5675
XY Capital
Hong Kong
$139M -$118M -46% 1.01% 52.8% 159 78.62% 0.1