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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)
Grand Alliance Asset Management
6251
Grand Alliance Asset Management
Hong Kong
$150M -$59.1M -28% 4.43% – 14 42.86% 0.6
Masterton Capital Management
6252
Masterton Capital Management
New York
$150M +$10M +7% 12.1% 1.94% 27 51.85% 0.5
NAMNJ
6253
NorthStar Asset Management (New Jersey)
New Jersey
$150M +$5.68M +4% 5.28% – 82 7.32% 0.7
West Bancorporation
6254
West Bancorporation
Iowa
$150M +$14.7M +11% 6.95% 64.4% 101 9.9% 2.9
B. Riley Financial
6255
B. Riley Financial
California
$150M +$26.7M +22% 31.8% 682% 18 27.78% 1.6
MF
6256
Meridian Financial
Massachusetts
$150M +$11.7M +8% 6.49% 58.5% 127 6.3% 1.9
Chicago Capital Management
6257
Chicago Capital Management
Illinois
$150M +$20.4M +16% 3.37% 270% 49 32.65% 0.3
Williamson Legacy Group
6258
Williamson Legacy Group
Indiana
$150M +$15.2M +11% 8.28% – 133 54.14% 0.3
Visionary Horizons
6259
Visionary Horizons
Tennessee
$150M +$12.8M +9% 6.63% 69.2% 91 10.99% 0.6
Costello Asset Management
6260
Costello Asset Management
Pennsylvania
$150M +$15.4M +11% 5.52% 65.9% 200 18% 3.1
Lake Hills Wealth Management
6261
Lake Hills Wealth Management
Texas
$149M +$10.1M +7% 4.78% 83.7% 58 29.31% 0.8
Indus Capital Partners
6262
Indus Capital Partners
New York
$149M -$13.9M -9% 30.6% 117% 6 33.33% 2.7
BM
6263
Bislett Management
California
$149M +$10.3M +7% 5.7% 19.8% 15 13.33% 6.5
Quarry Hill Advisors
6264
Quarry Hill Advisors
Minnesota
$149M -$157K -0.1% 6.79% 62.5% 44 0% 1.6
SA
6265
Stonebridge Advisors
Connecticut
$149M -$4.03M -3% 7.17% 3.35% 5 40% 2.1
OPL
6266
Orland Properties Ltd
British Virgin Islands
$149M +$17.6M +13% 22.5% 77.6% 12 8.33% 1.9
Islay Capital Management
6267
Islay Capital Management
Texas
$149M +$10M +7% 6.54% 72% 220 15.91% 3.1
PBK
6268
Peoples Bank (Kansas)
Kansas
$149M +$20.9M +16% 7.38% 74.5% 328 18.9% 0.8
Taylor & Morgan Wealth Management
6269
Taylor & Morgan Wealth Management
Michigan
$149M +$7.62M +5% 6.27% 85.9% 71 9.86% 2
WG
6270
Wealth Group
North Carolina
$149M +$9.7M +7% 7.41% – 161 14.29% 0.4
Ballew Advisors
6271
Ballew Advisors
Mississippi
$149M -$1.93M -1% 6.51% 68% 110 12.73% 3.7
Councilmark Asset Management
6272
Councilmark Asset Management
Tennessee
$149M +$7.8M +6% 6.98% – 85 8.24% 0.5
Truxt Investmentos
6273
Truxt Investmentos
Brazil
$149M -$9.19M -6% 6.6% – 27 59.26% 0.7
Vesey Street Capital Partners
6274
Vesey Street Capital Partners
New York
$149M +$31.4M +27% 26.8% 47.8% 1 0% 2.8
Waypoint Wealth Counsel
6275
Waypoint Wealth Counsel
Georgia
$149M +$17.9M +14% 6.41% 111% 105 16.19% 1.3