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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)
PTM Wealth Management
6226
PTM Wealth Management
United States
$222M +$33.4M +18% 16.2% – 63 11.11% 1
17 Capital Partners
6227
17 Capital Partners
Arizona
$222M +$27.8M +14% 17.5% – 184 10.87% 2.2
Sylvest Advisors
6228
Sylvest Advisors
Texas
$222M +$33.8M +18% 12.2% – 83 21.69% 1.1
LCM
6229
Lionhunter Capital Management
New York
$222M – – 13.5% – 109 – 0
HCA
6230
Hyperion Capital Advisors
New York
$222M +$14.1M +7% 22.8% 86.1% 73 15.07% 3.3
Ampersand Capital Group
6231
Ampersand Capital Group
California
$222M +$38.9M +21% 8.01% – 7 0% 1.5
First Community Trust
6232
First Community Trust
Iowa
$221M +$85.9M +63% 28.3% 128% 370 12.97% 3.2
Monolith Management
6233
Monolith Management
Hong Kong
$221M -$111M -33% 68.7% – 41 73.17% 0.3
American Financial & Tax Strategies
6234
American Financial & Tax Strategies
New York
$221M +$15.6M +8% 8.8% 46.9% 102 4.9% 2.2
MWA Asset Management
6235
MWA Asset Management
Massachusetts
$221M +$38.7M +21% 37.1% 174% 135 11.11% 2.1
WA1
6236
Wimmer Associates 1
California
$221M +$16.6M +8% 13.8% 78.9% 116 7.76% 7.3
Estate Planners Group
6237
Estate Planners Group
Pennsylvania
$221M +$13M +6% 11.1% – 86 33.72% 0.4
Ausbil Investment Management
6238
Ausbil Investment Management
Australia
$221M +$20M +10% 8.53% 115% 77 33.77% 1.3
Ryan Investment Management
6239
Ryan Investment Management
Colorado
$221M +$43.1M +24% 12% – 33 48.48% 0.5
Ameraudi Asset Management
6240
Ameraudi Asset Management
New York
$221M +$36.8M +20% 8.88% 47.1% 49 22.45% 3.3
RCS
6241
R2 Capital Strategies
Nebraska
$221M – – 12.6% – 115 – 0
EV
6242
EJMK Ventures
Illinois
$220M +$41.3M +23% 17.5% – 190 26.84% 0.4
CIA
6243
Citadel Investment Advisory
Ohio
$220M +$10.7M +5% 7.46% 66.1% 78 2.56% 4.9
PCA
6244
Prospect Capital Advisors
California
$220M +$40.4M +22% 38.5% 202% 32 18.75% 3.9
MLTEF
6245
Metatron Long Term Equity Fund
$220M – – 31.7% – 65 – 0
Deepwater Asset Management
6246
Deepwater Asset Management
Minnesota
$220M +$62.4M +40% 60.4% 142% 43 27.91% 1
Yardley Wealth Management
6247
Yardley Wealth Management
Pennsylvania
$220M +$25M +13% 9.73% – 37 2.7% 1.6
H&H Retirement Design & Management
6248
H&H Retirement Design & Management
Nevada
$220M +$7.25M +3% 8.47% 38.4% 121 27.27% 2
Lake Hills Wealth Management
6249
Lake Hills Wealth Management
Texas
$220M +$41.2M +23% 15.8% 83.7% 86 55.81% 0.9
W Advisors LLC
6250
W Advisors LLC
Tennessee
$220M +$24.9M +13% 14.7% 73.8% 157 12.74% 2.8