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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)
HPM
6026
Hudson Portfolio Management
New York
$96.6M -$16.9M -15% 9.83% – 111 12.61% 1
Perkins Capital Management
6027
Perkins Capital Management
Minnesota
$96.6M -$25.4M -21% 15.1% 303% 115 13.04% 3.8
CMG Global Holdings
6028
CMG Global Holdings
Texas
$96.6M -$25.9M -21% 14% 80.8% 84 11.9% 1.2
Cadence Wealth Management
6029
Cadence Wealth Management
Massachusetts
$96.5M -$33.8M -26% 14.2% 56.4% 39 17.95% 0.9
Jess S. Morgan & Co
6030
Jess S. Morgan & Co
California
$96.4M -$41M -30% 14.5% 69.3% 47 29.79% 1.7
Marlowe Partners
6031
Marlowe Partners
New York
$96.4M -$37.6M -28% 21.9% 16.3% 8 12.5% 1.9
Von Berge Wealth Management Group
6032
Von Berge Wealth Management Group
California
$96.2M -$13.5M -12% 15.6% 60.5% 65 9.23% 0.5
Saber Capital Management
6033
Saber Capital Management
North Carolina
$96.2M -$12.5M -11% 19.2% – 19 31.58% 0.3
Anabranch Capital Management
6034
Anabranch Capital Management
Connecticut
$96.2M -$49.4M -34% 26.9% 139% 7 0% 1.3
Capital CS Group
6035
Capital CS Group
California
$96.1M -$18.7M -16% 20.4% 22.5% 83 74.7% 0.5
Hofer & Associates
6036
Hofer & Associates
California
$96.1M -$17.5M -15% 14.3% 61.7% 52 5.77% 0.5
Moulton Wealth Management
6037
Moulton Wealth Management
Washington
$96.1M $0 0% 8.44% 47.8% 17 0% 1.4
Tenret Company
6038
Tenret Company
Florida
$96M -$14.9M -13% 12.4% – 32 18.75% 0.9
Islay Capital Management
6039
Islay Capital Management
Texas
$96M -$24.2M -20% 11.7% 72% 342 33.04% 1.5
Robbins Farley
6040
Robbins Farley
New Hampshire
$96M -$37M -28% 12.7% 106% 175 41.71% 0.8
LifeSteps Financial
6041
LifeSteps Financial
California
$95.9M -$39.3M -29% 15.9% 98.4% 83 10.84% 2.1
SPAS
6042
Spectrum Planning & Advisory Services
California
$95.9M -$13.5M -12% 8.51% – 49 26.53% 1.1
Benchmark Investment Advisors
6043
Benchmark Investment Advisors
Illinois
$95.9M -$37.1M -28% 16.3% – 155 45.16% 0.4
Basepoint Wealth
6044
Basepoint Wealth
Iowa
$95.8M -$12.7M -12% 13% 113% 90 18.89% 0.4
Denver Wealth Management
6045
Denver Wealth Management
Colorado
$95.8M – – 14.3% 64.4% 53 – 0.9
LP
6046
Lloyd Park
Illinois
$95.6M +$4.94M +5% 16.4% – 92 53.26% 0.3
AH Equity Partners LSV II
6047
AH Equity Partners LSV II
California
$95.6M -$43.3M -31% 26.1% – 4 0% 0.5
Broadcrest Asset Management
6048
Broadcrest Asset Management
Florida
$95.6M -$24.7M -21% 22.3% 54.1% 9 33.33% 0.4
Norwest Venture Partners XII
6049
Norwest Venture Partners XII
California
$95.6M -$60.9M -39% 18.2% – 2 0% 0.5
FC
6050
Fore Capital
New York
$95.5M -$118M -55% 1.33% 25.4% 41 36.59% 0.6