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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)
Merk Investments
5926
Merk Investments
California
$126M +$11M +10% 11.5% 303% 15 6.67% 2.9
Union Square Park Capital Management
5927
Union Square Park Capital Management
New York
$126M +$60.7M +93% 8.02% 75.8% 38 42.11% 0.6
Sterling Investment Management
5928
Sterling Investment Management
Arizona
$126M +$450K +0.4% 2.87% 45.3% 63 9.52% 4.7
Mainsail Management Company
5929
Mainsail Management Company
Texas
$126M -$2.56M -2% 1.46% 55% 2 0% 0.5
BSWA
5930
Bromfield Sneider Wealth Advisors
Massachusetts
$126M +$7.19M +6% 5.91% – 98 3.06% 1.2
Protective Life
5931
Protective Life
Alabama
$126M -$24.8M -16% 0.2% 38.4% 19 5.26% 3.3
IMPACTfolio
5932
IMPACTfolio
Colorado
$126M +$6.45M +5% 4.53% 51.2% 52 34.62% 0.7
Pioneer Wealth Management Group
5933
Pioneer Wealth Management Group
Texas
$126M +$13.5M +12% 2.09% – 37 16.22% 0.4
AGC
5934
Alden Global Capital
Florida
$126M +$95.9M +320% 10.7% 99.8% 23 65.22% 0.3
LA
5935
Lane & Associates
New Jersey
$126M +$13.5M +12% 5.64% – 101 4.95% 0.4
Paragon Private Wealth Management
5936
Paragon Private Wealth Management
Kentucky
$126M +$7.13M +6% 6.35% 104% 134 7.46% 1.1
RFG Holdings
5937
RFG Holdings
Texas
$126M -$55.6K -0% 5.22% 72.3% 18 5.56% 1.6
Israel Discount Bank of New York
5938
Israel Discount Bank of New York
New York
$126M -$7.53M -6% 4.04% 40.8% 87 5.75% 4.3
Gates Foundation
5939
Gates Foundation
Washington
$126M +$12.4M +11% 13.8% 58.1% 9 0% 2.1
Beirne Wealth Consulting Services
5940
Beirne Wealth Consulting Services
Connecticut
$125M -$17M -12% 4.42% 81.9% 105 16.19% 2.3
Foursixthree Capital
5941
Foursixthree Capital
New York
$125M +$89.2M +246% 49.5% – 24 54.17% 0.3
ACM
5942
Ariose Capital Management
Hong Kong
$125M -$138M -52% 4.06% 1,745% 19 68.42% 0.2
Catawba River Capital
5943
Catawba River Capital
South Carolina
$125M +$15.4M +14% 2.17% 89.5% 23 21.74% 1.9
Sebold Capital Management
5944
Sebold Capital Management
Illinois
$125M -$1.38M -1% 4.4% – 72 11.11% 0.5
4Thought Financial Group
5945
4Thought Financial Group
New York
$125M +$4.46M +4% 3.31% 37.6% 92 10.87% 2
Palo Alto Wealth Advisors
5946
Palo Alto Wealth Advisors
California
$125M +$479K +0.4% 9.37% 108% 43 13.95% 0.5
Oxbow Capital Management (HK)
5947
Oxbow Capital Management (HK)
Hong Kong
$125M -$143M -53% 36.6% 2,244% 12 83.33% 0.2
Hutchens & Kramer Investment Management Group
5948
Hutchens & Kramer Investment Management Group
Indiana
$125M +$9.38M +8% 11.4% 83% 132 18.18% 1
Mendel Capital Management
5949
Mendel Capital Management
Arkansas
$125M +$14.3M +13% 6.91% – 94 10.64% 1
FFG Retirement Advisors
5950
FFG Retirement Advisors
Colorado
$125M +$8.15M +7% 2.72% 43.4% 37 18.92% 0.4