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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)
Avaii Wealth Management
5976
Avaii Wealth Management
Wisconsin
$112M +$15.6M +16% 7.03% 100% 137 31.39% 0.6
Pangea Capital Gestao de Recursos
5977
Pangea Capital Gestao de Recursos
$112M – – 10.4% 54.4% 9 – 0
Concentrum Wealth Management
5978
Concentrum Wealth Management
California
$112M -$2.9M -3% 1.44% 174% 64 18.75% 2
Jones Road Capital Management
5979
Jones Road Capital Management
New York
$112M -$32.1M -22% 10.5% 88.5% 55 29.09% 1.1
Atmos Advisory
5980
Atmos Advisory
Pennsylvania
$112M +$6.51M +6% 5.41% 31.9% 26 26.92% 0.8
Boulder Wealth Advisors
5981
Boulder Wealth Advisors
Colorado
$112M – – 5.58% – 135 – 0
RHDIC
5982
R.H. Dinel Investment Counsel
California
$112M +$11.3M +11% 12.4% 55.9% 51 0% 7.1
DRD
5983
Dennis R. Delaney
$112M +$7.57M +7% 11.5% 84.3% 53 7.55% 5.1
Holistic Financial Partners
5984
Holistic Financial Partners
Indiana
$112M +$10.7M +11% 9.18% 95.7% 99 13.13% 2.7
Echo45 Advisors
5985
Echo45 Advisors
California
$112M +$13M +13% 5.4% 53.6% 56 35.71% 0.6
Rosenthal Henry Capital Advisors
5986
Rosenthal Henry Capital Advisors
Indiana
$112M +$4.23M +4% 6.1% 80.2% 50 20% 2.7
ECM
5987
EMC Capital Management
Texas
$111M +$3.35M +3% 6.56% – 313 16.93% 0.8
Diamant Asset Management
5988
Diamant Asset Management
Connecticut
$111M +$8.32M +8% 9.52% 66.9% 64 4.69% 4.2
Family CFO
5989
Family CFO
California
$111M +$17M +18% 7.78% 84% 57 3.51% 0.9
Broadview Financial Management
5990
Broadview Financial Management
Wisconsin
$111M +$11.5M +11% 9.43% 52.4% 43 9.3% 3.9
GMEI
5991
Global Media & Entertainment Investments
Bahamas
$111M -$21.8M -16% 0% 0% 1 0% 1
Von Berge Wealth Management Group
5992
Von Berge Wealth Management Group
California
$111M +$17M +18% 8.74% 60.5% 66 15.15% 0.8
Blue Door Asset Management
5993
Blue Door Asset Management
Connecticut
$111M +$29.4M +36% 13.3% 127% 23 43.48% 0.5
Kemper Corp Master Retirement Trust
5994
Kemper Corp Master Retirement Trust
Illinois
$111M +$3.58M +3% 3.33% 21.9% 2 0% 3.9
4Thought Financial Group
5995
4Thought Financial Group
New York
$111M +$9.3M +9% 5.71% 37.6% 93 5.38% 1.6
Financial Futures
5996
Financial Futures
New Jersey
$111M +$6.47M +6% 5.71% 48.5% 52 17.31% 0.7
Fifth Lane Capital
5997
Fifth Lane Capital
Texas
$111M -$80.9M -42% 13.3% 80.4% 291 59.11% 0.4
Magma Venture Partners General Partner
5998
Magma Venture Partners General Partner
Israel
$111M -$21.8M -16% 0.23% 4.7% 3 0% 1
Costello Asset Management
5999
Costello Asset Management
Pennsylvania
$111M +$4.94M +5% 13.4% 65.9% 224 5.8% 2.2
Eclipse Ventures
6000
Eclipse Ventures
California
$111M -$157M -59% 34.7% – 3 0% 1