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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)
Orser Capital Management
6451
Orser Capital Management
Texas
$88.7M +$19.4M +28% 15% 128% 54 18.52% 3.2
M28 Capital Management
6452
M28 Capital Management
Connecticut
$88.4M -$16.5M -16% 12.9% 200% 14 0% 0.9
Moneda SA Administradora General de Fondos
6453
Moneda SA Administradora General de Fondos
Chile
$88.4M -$32.5M -27% 2.9% 34.5% 44 20.45% 2.2
Palliser Capital (UK)
6454
Palliser Capital (UK)
United Kingdom
$88.3M +$47.2M +115% 3.54% 57% 11 54.55% 0.5
Seed Wealth Management
6455
Seed Wealth Management
Illinois
$88.3M +$955K +1% 4.63% 62% 138 10.14% 0.2
Sequent Asset Management
6456
Sequent Asset Management
Texas
$88.2M -$60.2M -41% 5.01% 51.3% 72 23.61% 2.9
Redwood Wealth Management Group
6457
Redwood Wealth Management Group
New Jersey
$88.2M +$8.08M +10% 8.93% 74.1% 162 12.35% 0.2
First National Advisers
6458
First National Advisers
Nebraska
$88.2M +$10.1M +13% 8.96% 87.9% 114 8.77% 0.6
HC
6459
Hoese & Co
Minnesota
$88.2M -$6.98M -7% 4.12% 51% 177 5.65% 1.7
Meridian Financial Partners
6460
Meridian Financial Partners
Virginia
$88.1M -$880K -1% 3.13% 80.8% 51 9.8% 2.3
Upper Left Wealth Management
6461
Upper Left Wealth Management
Florida
$88.1M +$3.45M +4% 4.97% 52.7% 56 10.71% 1
SLFPAM
6462
St. Louis Financial Planners Asset Management
Missouri
$87.9M -$14.4M -14% 3.51% 139% 42 61.9% 0.1
HFG Advisors
6463
HFG Advisors
Ohio
$87.8M +$2.69M +3% 4.04% 69.7% 99 17.17% 0.9
BAM
6464
Bosun Asset Management
Illinois
$87.6M +$17M +24% 6.93% 278% 84 23.81% 0.8
Twenty Acre Capital
6465
Twenty Acre Capital
Pennsylvania
$87.6M +$5.26M +6% 23.8% 196% 21 14.29% 0.9
Wulff, Hansen & Co
6466
Wulff, Hansen & Co
California
$87.6M +$5.26M +6% 5.53% 85.8% 89 15.73% 1
Pacific Wealth Strategies Group
6467
Pacific Wealth Strategies Group
California
$87.6M +$12.9M +17% 13.2% 85.3% 51 19.61% 3.6
Coastwise Capital Group
6468
Coastwise Capital Group
California
$87.5M +$3.23M +4% 11.7% 88.8% 114 10.53% 0.8
National Wealth Management Group
6469
National Wealth Management Group
Ohio
$87.5M +$4.08M +5% 8.37% 128% 172 45.35% 0.6
Strategic Investment Management
6470
Strategic Investment Management
Virginia
$87.5M -$58.7M -40% 3.87% 53.4% 10 0% 5.6
FNY Investment Advisers
6471
FNY Investment Advisers
New York
$87.4M +$15.7M +22% 15.5% 386% 870 64.02% 0.5
Corre Partners Management
6472
Corre Partners Management
New York
$87.3M +$48.7M +126% 2.12% 109% 7 42.86% 1.4
AMH Equity
6473
AMH Equity
New York
$87.3M +$19.8M +29% 30.6% 267% 27 44.44% 0.6
Sage Private Wealth Group
6474
Sage Private Wealth Group
Illinois
$87.1M +$2.82M +3% 4.17% 72.3% 49 14.29% 1.8
Newport Capital Group
6475
Newport Capital Group
New Jersey
$87M -$13.2M -13% 9.51% – 61 98.36% 0.1