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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)
Cohen & Co Financial Management
5926
Cohen & Co Financial Management
New York
$101M +$87.4M +625% 0.45% – 147 97.96% 0
Ascension Capital Advisors
5927
Ascension Capital Advisors
Texas
$101M -$22.7M -18% 15.4% 59.3% 31 9.68% 2
RWIA
5928
Roger Wittlin Investment Advisory
California
$101M -$7.25M -7% 11.7% 61.3% 33 39.39% 0.3
Kaizen Financial Strategies
5929
Kaizen Financial Strategies
California
$101M -$26.2M -21% 17.9% 126% 139 19.42% 1.1
Wavelength Capital Management
5930
Wavelength Capital Management
Connecticut
$101M -$27.3M -21% 7.94% – 14 7.14% 0.5
Financial Futures
5931
Financial Futures
New Jersey
$101M -$26.6M -21% 11.5% 48.5% 64 39.06% 0.4
Touchstone Capital
5932
Touchstone Capital
Pennsylvania
$101M -$14.8M -13% 10.8% – 22 9.09% 1.1
Prysm Capital
5933
Prysm Capital
New Jersey
$101M -$216M -68% 48.8% 46.6% 1 0% 0.5
KCM
5934
Key Colony Management
Arkansas
$101M -$28.4M -22% 16.6% 113% 12 33.33% 1.3
Campion Asset Management
5935
Campion Asset Management
Virginia
$101M -$16.3M -14% 12.5% 70.2% 95 6.32% 1.2
Investmark Advisory Group
5936
Investmark Advisory Group
Connecticut
$101M +$4.19M +4% 10.4% 65.1% 98 17.35% 0.5
Darrow Company
5937
Darrow Company
Massachusetts
$101M -$7.12M -7% 10.8% 44.5% 79 69.62% 0.2
Brooklyn FI
5938
Brooklyn FI
New York
$101M -$14.4M -12% 13.2% 54.7% 48 20.83% 0.4
Alan B. Lancz & Associates
5939
Alan B. Lancz & Associates
Ohio
$101M -$12.1M -11% 13.6% – 194 28.35% 0.4
FSM Wealth Advisors
5940
FSM Wealth Advisors
Ohio
$101M – – 13.6% 62.8% 113 – 0
Peak Financial Advisors
5941
Peak Financial Advisors
Colorado
$101M -$15.7M -13% 7.61% 40.1% 89 40.45% 0.6
Crestmont Private Wealth
5942
Crestmont Private Wealth
Texas
$101M -$4.52M -4% 14.3% 54.8% 60 68.33% 0.4
Camarda Financial Advisors
5943
Camarda Financial Advisors
Florida
$101M -$109M -52% 2.94% 196% 116 58.62% 1.1
DS
5944
Dalal Street
Texas
$101M -$41.5M -29% 29% 92.7% 2 0% 2.8
Twin Securities
5945
Twin Securities
New York
$101M -$54.1M -35% 5.67% 506% 30 73.33% 0.2
Sippican Capital Advisors
5946
Sippican Capital Advisors
Massachusetts
$101M -$19.7M -16% 12% 81.1% 111 9.91% 4.8
Palladiem
5947
Palladiem
Pennsylvania
$101M -$12.5M -11% 10.4% – 59 15.25% 2.1
AIP
5948
Alapocas Investment Partners
Massachusetts
$101M -$15.8M -14% 15.4% 50% 18 0% 0.5
Khrom Capital Management
5949
Khrom Capital Management
Florida
$101M +$14.6M +17% 18.9% 35.6% 19 47.37% 0.6
Altus Wealth Group
5950
Altus Wealth Group
Colorado
$101M -$21.5M -18% 13.9% 76.7% 121 13.22% 1.4