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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)
Vert Asset Management
5951
Vert Asset Management
California
$124M +$2.64M +2% 4.84% 43.6% 46 8.7% 0.3
Element Wealth
5952
Element Wealth
Mississippi
$124M -$8.38M -6% 4.26% 59.6% 209 9.57% 1.6
Ascension Capital Advisors
5953
Ascension Capital Advisors
Texas
$124M -$28.5M -19% 5.71% 59.3% 38 26.32% 1.6
Diker Management
5954
Diker Management
New York
$124M -$22M -15% 9.84% 210% 49 57.14% 1.9
F/M Investments
5955
F/M Investments
District of Columbia
$124M -$12.6M -9% 4.55% 101% 87 33.33% 0.6
LCM Capital Management
5956
LCM Capital Management
Illinois
$124M -$5.18M -4% 4.85% 128% 99 8.08% 1.1
Millennium Capital Advisors
5957
Millennium Capital Advisors
Arkansas
$124M -$4.45M -3% 1.82% 134% 110 12.73% 0.2
Banta Asset Management
5958
Banta Asset Management
California
$124M -$9.7M -7% 10.3% – 23 17.39% 1.7
BWIA
5959
Bryant Woods Investment Advisors
New York
$124M -$4.21M -3% 4.61% 74.4% 37 13.51% 0.2
LR
5960
Library Research
Hong Kong
$124M -$32.2M -21% 19.2% 22.4% 6 16.67% 1
Next Level Private
5961
Next Level Private
New York
$124M +$4.54M +4% 1.22% 95.9% 93 12.9% 0.2
Asset Management Resources
5962
Asset Management Resources
Massachusetts
$124M +$9.39M +8% 5.85% – 69 30.43% 0.2
FA
5963
Financial Advantage
Maryland
$124M +$2.5M +2% 2.05% 24.3% 157 24.2% 2.8
ASI
5964
Advisory Services & Investments
Oregon
$124M -$32.8M -21% 2.59% 19.9% 41 14.63% 0.7
Cladis Investment Advisory
5965
Cladis Investment Advisory
Montana
$123M -$1.21M -1% 2.65% 131% 162 18.52% 0.2
Maven Ventures Partners II
5966
Maven Ventures Partners II
California
$123M -$58.6M -32% 32.2% – 2 0% 0.3
Warner Financial
5967
Warner Financial
Maryland
$123M +$3.58M +3% 4.34% 62.1% 87 10.34% 0.2
Pinnacle Financial Group
5968
Pinnacle Financial Group
Illinois
$123M -$5.96M -5% 2.19% 54.3% 69 10.14% 0.2
Granite Bay Wealth Management
5969
Granite Bay Wealth Management
New Hampshire
$123M +$22.2M +22% 6.17% – 65 13.85% 0.2
Charter Research & Investment Group
5970
Charter Research & Investment Group
Connecticut
$123M -$3.73M -3% 0.69% 82.3% 87 6.9% 5.2
Custos Family Office
5971
Custos Family Office
Texas
$123M +$11.5M +10% 5.84% 57.4% 38 44.74% 0.2
Spring Capital Management
5972
Spring Capital Management
Texas
$123M -$2.83M -2% 0.7% 73.6% 32 6.25% 0.3
Triatomic Management
5973
Triatomic Management
California
$123M -$40M -25% 19.7% – 57 57.89% 0.2
HST Ventures
5974
HST Ventures
Utah
$123M +$15.5M +14% 15.1% 8.24% 28 46.43% 0.2
Arboretum Ventures
5975
Arboretum Ventures
Michigan
$123M -$50.5M -29% 27.1% – 3 0% 0.3