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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)
Allie Family Office
6026
Allie Family Office
Florida
$214M +$3.2M +2% 2.57% 59% 109 14.68% 2.4
RS
6027
R Squared
Hong Kong
$214M -$18.4M -8% 0.5% – 759 61.66% 0.3
Heritage Wealth Architects
6028
Heritage Wealth Architects
Minnesota
$214M +$51.6M +32% 1.66% – 75 28% 0.4
II
6029
Ironclad Investments
Florida
$214M +$3.28M +2% 2.37% – 3 0% 2
Landmark Investment Partners
6030
Landmark Investment Partners
Florida
$214M -$114M -35% 6.25% – 82 63.41% 0.4
PSquared Asset Management
6031
PSquared Asset Management
Switzerland
$214M +$87.9M +70% 27.8% 178% 19 89.47% 0.1
CF
6032
CDC Financial
Illinois
$214M – – 4.25% – 40 – 0
Steinberganna Wealth Management
6033
Steinberganna Wealth Management
New York
$213M +$876K +0.4% 1.82% – 140 14.29% 0.2
Wealthcare Capital Partners
6034
Wealthcare Capital Partners
Pennsylvania
$213M -$4.16M -2% 1.46% – 159 13.21% 0.8
Purkiss Capital Advisors
6035
Purkiss Capital Advisors
Connecticut
$213M +$4.32M +2% 4.2% – 176 11.36% 0.7
AGP Franklin
6036
AGP Franklin
Tennessee
$213M +$8.06M +4% 3.13% – 94 18.09% 0.7
MWM
6037
MTC Wealth Management
Florida
$213M -$1.64M -0.8% 1.04% 30.5% 13 0% 3.6
Old North State Wealth Management
6038
Old North State Wealth Management
North Carolina
$213M -$970K -0.5% 2.2% 91.5% 127 10.24% 2.3
Brooklands Fund Management
6039
Brooklands Fund Management
United Kingdom
$213M +$132M +164% 8.44% – 153 97.39% 0
AGC
6040
Alden Global Capital
Florida
$213M +$41.4M +24% 4.53% 99.8% 22 50% 0.7
William Mack & Associates
6041
William Mack & Associates
Michigan
$212M +$26.5M +14% 1.91% – 97 14.43% 0.8
Guinness Atkinson Asset Management
6042
Guinness Atkinson Asset Management
California
$212M +$1.82M +0.9% 4.45% 148% 123 23.58% 5.1
Breach Inlet Capital Management
6043
Breach Inlet Capital Management
South Carolina
$212M +$9.8M +5% 7.7% – 13 38.46% 0.9
Kerrisdale Advisers
6044
Kerrisdale Advisers
Florida
$212M +$19.5M +10% 1.75% 78.8% 86 24.42% 1.9
RSC
6045
Rising Stella Capital
$212M – – 0.02% – 3 – 0
Riverstone Advisors
6046
Riverstone Advisors
Texas
$212M +$8.33M +4% 5.81% 104% 65 15.38% 3
Galilei Investment Office
6047
Galilei Investment Office
United Kingdom
$212M +$4.19M +2% 2.87% – 28 10.71% 0.9
RPS Advisory Solutions
6048
RPS Advisory Solutions
Kentucky
$212M +$8.17M +4% 3.24% – 150 22.67% 0.9
Westhampton Capital
6049
Westhampton Capital
North Carolina
$212M +$6.56M +3% 3.96% 105% 126 7.94% 4.4
C.M. Bidwell & Associates
6050
C.M. Bidwell & Associates
Hawaii
$212M +$3.86M +2% 2.07% 70.6% 541 20.33% 3.3