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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)
Dalton Investments
6026
Dalton Investments
Nevada
$114M -$1.68M -1% 4.47% 125% 28 10.71% 2.6
Live Oak Investment Partners
6027
Live Oak Investment Partners
Texas
$114M +$4.96M +5% 4.97% – 280 0% 0.2
WAM
6028
Werlinich Asset Management
Connecticut
$114M +$5.8M +5% 10.9% 232% 58 8.62% 1.8
PIP
6029
PB Investment Partners
California
$114M -$221K -0.2% 3.44% 81.1% 12 8.33% 1
KIA
6030
KLR Investment Advisors
Rhode Island
$114M -$7.72M -6% 6.07% – 190 18.95% 0.2
General Partner Inc
6031
General Partner Inc
Pennsylvania
$114M +$5.04M +5% 7.69% 83.1% 241 61.41% 0.2
MFG
6032
MTM Financial Group
Pennsylvania
$114M -$1.01M -0.9% 3.13% 36.5% 50 12% 0.9
Longitude (Cayman)
6033
Longitude (Cayman)
Cayman Islands
$114M +$35.5M +45% 36.6% – 78 30.77% 0.9
OFG
6034
OTA Financial Group
New York
$114M +$13.3M +13% 11.3% 320% 96 79.17% 0.3
SAMT
6035
Select Asset Management & Trust
Pennsylvania
$113M +$30.2M +36% 3.84% 68.4% 62 14.52% 3.3
Shepherd Kaplan Krochuk
6036
Shepherd Kaplan Krochuk
Massachusetts
$113M -$55.2M -33% 2.84% 38.5% 73 26.03% 2.6
SMART Wealth
6037
SMART Wealth
Nebraska
$113M -$19.6M -15% 4.16% 83.6% 87 22.99% 0.2
SM
6038
Salzhauer Michael
$113M -$57.3M -34% 15.3% 98% 117 17.95% 3.8
Gates Foundation
6039
Gates Foundation
Washington
$113M -$16.5M -13% 10.1% 58.1% 9 0% 1.9
Aletheian Wealth Advisors
6040
Aletheian Wealth Advisors
Washington
$113M -$2.61M -2% 5.97% – 87 33.33% 0.9
Signify Wealth
6041
Signify Wealth
Missouri
$113M -$1M -0.9% 7.32% 36.7% 33 30.3% 1
KPS Global Asset Management (UK)
6042
KPS Global Asset Management (UK)
United Kingdom
$113M +$26.8M +31% 41.3% 373% 5 0% 2.9
Refined Wealth Management
6043
Refined Wealth Management
Utah
$113M -$1.04M -0.9% 9.59% 99.4% 29 24.14% 1.2
GraniteShares Advisors
6044
GraniteShares Advisors
New York
$113M -$7.91M -7% 7.89% 88.4% 169 49.11% 0.7
Maryland Capital Advisors
6045
Maryland Capital Advisors
Maryland
$113M +$6.11M +6% 4.16% – 237 6.75% 1.1
Lakehouse Capital
6046
Lakehouse Capital
Australia
$113M +$12.2M +12% 24% 87.4% 14 7.14% 2.3
Absolute Capital Management
6047
Absolute Capital Management
Pennsylvania
$113M +$21.3M +23% 4.19% 98.2% 89 39.33% 0.6
Archvest Wealth Advisors
6048
Archvest Wealth Advisors
California
$113M +$11.8M +12% 5.57% 53.1% 46 15.22% 1
Andrews Lucia Wealth Management
6049
Andrews Lucia Wealth Management
California
$113M +$5.37M +5% 4.25% 64% 25 4% 1
Castleview Partners
6050
Castleview Partners
Texas
$113M +$10.1M +10% 5.66% 61.3% 729 21.67% 1.4