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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)
CG
5726
Castellan Group
Kentucky
$92.6M – – 17.8% 196% 62 – 0
FWP
5727
Firethorn Wealth Partners
Georgia
$92.5M – – 11.7% 75.1% 106 – 0
EGA
5728
Evermore Global Advisors
New Jersey
$92.5M -$17.9M -16% 33.9% 133% 20 35% 2.3
SWM
5729
Salvus Wealth Management
New Jersey
$92.5M – – 16.7% 108% 81 – 0
UOTTAIMCU
5730
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$92.3M -$3.73M -4% 14.1% 68.3% 52 78.85% 0.9
OC
5731
Oppenheimer & Close
New York
$92.2M +$16.2M +21% 30.1% 149% 46 4.35% 3.9
SCA
5732
Sippican Capital Advisors
Massachusetts
$92.2M +$11.8M +15% 25.8% 90.1% 111 9.91% 3.9
PWS
5733
Precision Wealth Strategies
Missouri
$92.2M – – 5.88% 106% 57 – 0
SMC
5734
S. Muoio & Co
New York
$92.1M +$4.06M +5% 24.8% 327% 98 46.94% 2
JFS
5735
JD Financial Services
Pennsylvania
$91.7M – – 12.9% – 44 – 0
PIG
5736
Pantheon Investment Group
California
$91.6M +$7.66M +9% 15% – 71 11.27% 0.7
CMANY
5737
Capital Management Associates (New York)
New York
$91.6M +$15.7M +21% 13.8% 205% 77 20.78% 2
RRC
5738
Relaxing Retirement Coach
Massachusetts
$91.5M -$138M -60% 15.7% 28.6% 55 20% 2.7
CCM
5739
Coe Capital Management
Illinois
$91.5M +$17M +23% 16% 84.4% 94 31.91% 2.6
M1FG
5740
Mach-1 Financial Group
Arkansas
$91M – – 11.6% 83.4% 166 – 0
GIM
5741
Guild Investment Management
California
$90.9M +$18.2M +25% 23.9% 101% 63 36.51% 1.1
BMCM
5742
Burns Matteson Capital Management
New York
$90.6M – – 11.6% 137% 67 – 0
QWM
5743
QP Wealth Management
New Jersey
$90.6M +$12.5M +16% 16.7% – 76 25% 0.7
NWM
5744
Navigation Wealth Management
Colorado
$90.5M – – 9.51% 9.65% 2 – 0
RTC
5745
Riverview Trust Company
Washington
$90.4M +$3.45M +4% 11.8% 87.6% 250 13.6% 1.8
TIM
5746
Triad Investment Management
California
$90.1M +$19.5M +28% 31.1% – 57 15.79% 1.3
KFS
5747
Kaizen Financial Strategies
California
$90M – – 12.6% 126% 122 – 0
NICM
5748
Neo Ivy Capital Management
New York
$89.8M -$9.08M -9% 18.1% – 641 68.02% 0.3
TLCM
5749
Tiger Legatus Capital Management
New York
$89.6M -$129M -59% 12% 19.1% 18 33.33% 0.9
VIG
5750
Vienna Insurance Group
Poland
$89.4M -$5.36M -6% 16.9% 188% 15 13.33% 0.9