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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)
Forte Asset Management
5751
Forte Asset Management
New York
$170M +$4.55M +3% 0.93% 57.7% 62 8.06% 1.4
CSA
5752
Cottage Street Advisors
Massachusetts
$169M +$3.82M +2% 3.94% 95.8% 100 13% 2.5
GSI Capital Advisors
5753
GSI Capital Advisors
California
$169M -$670K -0.4% 0.64% 39.7% 32 25% 1.7
BAM
5754
Bosun Asset Management
Illinois
$169M -$6.32M -4% 17.1% 278% 211 39.34% 0.9
Crossingbridge Advisors
5755
Crossingbridge Advisors
New York
$169M +$37M +28% 0.91% – 68 35.29% 0.2
Summit Place Financial Advisors
5756
Summit Place Financial Advisors
New Jersey
$169M -$1.58M -0.9% 3.24% 111% 94 9.57% 2.8
Pacific Sun Financial
5757
Pacific Sun Financial
California
$169M -$2.69M -2% 1.02% 70.3% 182 4.95% 4.6
Leverty Financial Group
5758
Leverty Financial Group
Wisconsin
$169M +$1.41M +0.8% 1.42% 57.3% 36 16.67% 1.6
FCFC
5759
First Citizens Financial Corp
Iowa
$169M +$652K +0.4% 1.4% 72.9% 118 7.63% 3
Flagship Private Wealth
5760
Flagship Private Wealth
Massachusetts
$169M +$14M +9% 3.26% 62.7% 95 9.47% 2.3
Melone Private Wealth
5761
Melone Private Wealth
Michigan
$169M +$2.19M +1% 0.02% 30.4% 48 0% 2.3
Cresta Advisors
5762
Cresta Advisors
Texas
$169M +$11M +7% 4.34% 66.8% 45 8.89% 1.2
Aviso Wealth Management
5763
Aviso Wealth Management
Washington
$168M +$9.9M +6% 6.46% – 157 9.55% 0.5
Grand Wealth Management
5764
Grand Wealth Management
Michigan
$168M -$41.2M -20% 0.64% 54.1% 72 20.83% 1.8
Worth Asset Management
5765
Worth Asset Management
Texas
$168M +$5.85M +4% 4.34% 115% 162 48.15% 0.9
Meridian Financial Partners
5766
Meridian Financial Partners
Virginia
$168M +$90.5M +116% 2.1% 80.8% 83 50.6% 1.6
SA
5767
Sunesis Advisors
Kansas
$168M -$2.61M -2% 2.54% – 50 10% 2.7
AIP
5768
Alapocas Investment Partners
Massachusetts
$168M +$307K +0.2% 3.23% 50% 19 0% 2.4
SP
5769
Saranac Partners
$168M +$4.6M +3% 5.57% 69% 84 13.1% 1.1
Aspect Partners
5770
Aspect Partners
Virginia
$168M +$41.3M +33% 1.04% 66.7% 583 7.55% 0.5
Penobscot Wealth Management
5771
Penobscot Wealth Management
Maine
$168M +$9.7M +6% 1.03% 56.7% 79 12.66% 1.8
Anabranch Capital Management
5772
Anabranch Capital Management
Connecticut
$168M -$3.64M -2% 10.3% 139% 7 0% 3
Ally Bridge Group
5773
Ally Bridge Group
New York
$168M -$12M -7% 9.5% 844% 32 53.13% 0.4
Cahill Wealth Management
5774
Cahill Wealth Management
Michigan
$168M -$4.15M -2% 1.73% 24.7% 49 6.12% 1.8
Acorn Creek Capital
5775
Acorn Creek Capital
Colorado
$168M +$9.05M +6% 2.24% – 70 11.43% 0.5