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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)
Twin Securities
6201
Twin Securities
New York
$223M +$17.3M +8% 10.8% 506% 25 80% 0.3
NWMP
6202
Noble Wealth Management PBC
Colorado
$223M +$24.6M +12% 10.5% – 802 29.8% 0.8
State of New Jersey Common Pension Fund A
6203
State of New Jersey Common Pension Fund A
New Jersey
$223M -$2.49M -1% 1.01% – 3 0% 1.3
Pureheart Capital
6204
Pureheart Capital
$223M -$236M -51% 10.4% – 5 100% 0
Cadence Wealth Management
6205
Cadence Wealth Management
Massachusetts
$223M -$16.4M -7% 6.5% 56.4% 65 13.85% 2.5
RFG
6206
RFP Financial Group
Georgia
$223M +$39.3M +21% 12% 53.2% 76 34.21% 2.2
KilterHowling LLC
6207
KilterHowling LLC
Colorado
$223M +$24.9M +13% 11.2% 51.3% 53 13.21% 3.2
JCM
6208
JS Capital Management
New York
$223M +$114M +105% 105% 52.4% 1 0% 7
Cohen Investment Advisors
6209
Cohen Investment Advisors
New Hampshire
$223M +$12.7M +6% 8.72% 90.6% 84 9.52% 4.8
Vestment Financial
6210
Vestment Financial
Minnesota
$223M +$10.8M +5% 9.54% – 42 2.38% 1.3
Guinness Atkinson Asset Management
6211
Guinness Atkinson Asset Management
California
$223M +$22.9M +11% 28.7% 148% 126 17.46% 6.1
Brooks Moore & Associates
6212
Brooks Moore & Associates
Tennessee
$223M +$23.5M +12% 7.97% 63.7% 120 13.33% 4.4
MWM
6213
MTC Wealth Management
Florida
$223M +$12.4M +6% 7.77% 30.5% 14 7.14% 3.8
Attessa Capital
6214
Attessa Capital
Arizona
$223M +$39.1M +21% 12.8% – 53 37.74% 0.8
ACMH
6215
Andar Capital Management (HK)
Hong Kong
$223M +$106M +91% 128% 863% 20 70% 0.3
CH
6216
Cromwell Holdings
Wyoming
$223M +$45M +25% 26.1% – 1,120 8.57% 1.4
Socorro Asset Management
6217
Socorro Asset Management
Texas
$223M +$1.71M +0.8% 7.29% 43.8% 34 8.82% 3.1
Downshift Financial
6218
Downshift Financial
Colorado
$223M +$29.6M +15% 12.6% – 670 88.81% 0.1
Sterling Investment Advisors (Missouri)
6219
Sterling Investment Advisors (Missouri)
Missouri
$223M +$14.2M +7% 7.53% 45.1% 41 9.76% 6.8
Symphony Financial Services
6220
Symphony Financial Services
Ohio
$223M +$27.8M +14% 13.2% – 110 14.55% 1.4
Tudor Financial
6221
Tudor Financial
Ohio
$222M +$26.9M +14% 13.4% – 156 13.46% 1.3
Sage Private Wealth Group
6222
Sage Private Wealth Group
Illinois
$222M +$23.7M +12% 10.2% 72.3% 106 14.15% 2.5
Ategra Capital Management
6223
Ategra Capital Management
Virginia
$222M +$21.1M +10% 13.2% 114% 28 17.86% 2.3
Mirabaud Asset Management (France)
6224
Mirabaud Asset Management (France)
France
$222M +$26.5M +14% 0% – 28 0% 0.1
Whalen Wealth Management
6225
Whalen Wealth Management
Nevada
$222M +$35.6M +19% 22% 90.2% 225 36% 0.7