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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)
ASBI
5751
American State Bank (Iowa)
Iowa
$144M +$15.4M +12% 9.95% 149% 299 3.34% 0.9
Castellan Group
5752
Castellan Group
Kentucky
$144M -$49.9M -26% 10.2% 184% 94 41.49% 0.6
Fure Financial Corporation
5753
Fure Financial Corporation
Minnesota
$144M +$958K +0.7% 7.19% 59.5% 62 24.19% 0.5
Amitell Capital
5754
Amitell Capital
Singapore
$144M -$9.46M -6% 3.46% 188% 61 37.7% 0.7
RHS Financial
5755
RHS Financial
California
$144M +$6.96M +5% 3.76% 65.6% 90 11.11% 1.9
Aflac Asset Management
5756
Aflac Asset Management
New York
$144M – – 0.85% – 1 – 0
Olympus Wealth Management
5757
Olympus Wealth Management
Utah
$144M – – 5.42% 43.1% 12 – 0
FengHe Fund Management
5758
FengHe Fund Management
Singapore
$144M +$29.9M +26% 17.4% 779% 16 68.75% 0.4
QC
5759
Qalhat Capital
British Virgin Islands
$144M – – 7.98% 90.3% 11 – 0
Hilltop Wealth Advisors
5760
Hilltop Wealth Advisors
North Carolina
$144M +$1.62M +1% 6.55% 58.3% 36 0% 1.7
Lynch Asset Management
5761
Lynch Asset Management
Pennsylvania
$144M – – 15% 214% 47 – 0
Tsai Capital
5762
Tsai Capital
New York
$144M +$27.9M +24% 23.3% 29.2% 18 22.22% 0.9
PCG Wealth Advisors
5763
PCG Wealth Advisors
Kansas
$144M – – 7.82% 87% 80 – 0
Guardian Investment Management
5764
Guardian Investment Management
California
$144M +$8.34M +6% 10.3% 103% 56 5.36% 4.8
ASFA
5765
All Season Financial Advisors
Colorado
$144M +$19.6M +16% 6.03% 33.8% 156 43.59% 0.3
Ballew Advisors
5766
Ballew Advisors
Mississippi
$144M +$7.54M +6% 6.64% 68% 139 35.25% 2.1
High Pines Wealth Management
5767
High Pines Wealth Management
Massachusetts
$143M -$2.16M -1% 9.62% 28.3% 43 20.93% 0.9
NF
5768
NTB Financial
Colorado
$143M – – 9.31% – 147 – 0
Barnett & Company
5769
Barnett & Company
Tennessee
$143M +$10.6M +8% 11.5% 65.9% 292 30.48% 2.4
Legend Financial Advisors
5770
Legend Financial Advisors
Pennsylvania
$143M -$14.1M -9% 5.9% 117% 46 26.09% 0.7
EL
5771
EQ LLC
Washington
$143M +$12.3M +9% 5.53% 72.9% 52 11.54% 0.8
GCM
5772
Granby Capital Management
Florida
$143M +$26.5M +23% 6.45% 50% 62 40.32% 0.6
L2 Asset Management
5773
L2 Asset Management
Massachusetts
$143M +$104M +262% 12.1% 128% 127 61.42% 0.5
Alhambra Investment Management
5774
Alhambra Investment Management
Florida
$143M +$12.1M +9% 9.06% 67.7% 155 7.74% 1.4
Masso Torrence Wealth Management
5775
Masso Torrence Wealth Management
New Jersey
$143M – – 9.5% 130% 404 – 0