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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)
Infusive Asset Management
6051
Infusive Asset Management
New York
$207M -$27.4M -12% 8.32% 33.8% 37 18.92% 1.8
Melia Wealth
6052
Melia Wealth
Oklahoma
$207M -$9.7M -4% 7.31% – 23 4.35% 1.9
Bank of Jackson Hole Trust
6053
Bank of Jackson Hole Trust
Wyoming
$207M -$4.2M -2% 1% – 548 10.22% 1
Tableaux
6054
Tableaux
Massachusetts
$206M +$65.3M +46% 0.35% – 119 31.09% 0.8
Pacific Sun Financial
6055
Pacific Sun Financial
California
$206M -$1.17M -0.6% 1.87% 70.3% 210 8.1% 5.2
HM
6056
Harvest Management
New York
$206M -$106M -34% 11.6% 610% 94 75.53% 0.3
Accent Capital Management
6057
Accent Capital Management
Ohio
$206M -$26.4M -11% 6.34% – 412 34.71% 0.9
OxenFree Capital
6058
OxenFree Capital
Florida
$206M +$16M +8% 2.18% 56.4% 58 20.69% 1.5
WAM
6059
Werlinich Asset Management
Connecticut
$206M +$3.22M +2% 5.88% 232% 61 11.48% 3.6
Twin Securities
6060
Twin Securities
New York
$206M -$55.5M -21% 4.47% 506% 26 69.23% 0.3
All-Stars Investment
6061
All-Stars Investment
Hong Kong
$206M -$61.5M -23% 22.7% 30.1% 5 40% 1.6
Stance Capital
6062
Stance Capital
Massachusetts
$206M -$65.9M -24% 2.35% – 329 73.56% 0.2
Landing Point Financial Group
6063
Landing Point Financial Group
Ohio
$206M +$5.52M +3% 2.01% – 95 14.74% 0.9
AFT
6064
Alpha Family Trust
California
$206M -$13.4M -6% 3.52% 215% 222 20.72% 1.9
SOL Capital Management
6065
SOL Capital Management
Maryland
$206M -$907M -81% 2.53% 56.6% 330 90.91% 5.3
May Barnhard Investments
6066
May Barnhard Investments
Maryland
$206M -$5.62M -3% 0.55% 65.4% 88 9.09% 1.9
Harold Davidson & Associates
6067
Harold Davidson & Associates
California
$206M -$20.1M -9% 4.13% – 68 14.71% 1.1
SAM
6068
Stenahm Asset Management
Guernsey
$206M +$5.56M +3% 5% – 26 42.31% 1.5
American Financial & Tax Strategies
6069
American Financial & Tax Strategies
New York
$206M +$5.07M +3% 1.02% 46.9% 98 2.04% 2.1
MN Wealth Advisors
6070
MN Wealth Advisors
Kansas
$206M +$7.49M +4% 3.11% 68.3% 137 20.44% 1.4
Jim Saulnier & Associates
6071
Jim Saulnier & Associates
Colorado
$205M +$12.6M +7% 0.89% – 149 14.09% 1.1
Fortune 45 LLC
6072
Fortune 45 LLC
Louisiana
$205M -$3.73M -2% 3.32% 85.2% 45 42.22% 2.1
Koesten Hirschmann & Crabtree
6073
Koesten Hirschmann & Crabtree
Kansas
$205M +$1.96M +1% 0.11% 68.7% 42 2.38% 2.8
Sentinel Advisory Group
6074
Sentinel Advisory Group
Wisconsin
$205M – – 2.26% – 53 – 0
Apricus Wealth
6075
Apricus Wealth
South Carolina
$205M +$9.42M +5% 9.78% 80.6% 129 13.18% 2.6