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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)
Barden Capital Management
6501
Barden Capital Management
Texas
$90.9M -$13.7M -13% 8.08% 80.1% 73 12.33% 1.2
Capital Impact Advisors
6502
Capital Impact Advisors
Massachusetts
$90.9M +$9.39M +12% 11.8% – 179 3.91% 1.5
Avant Capital
6503
Avant Capital
Louisiana
$90.6M +$4.09M +5% 4.9% – 60 11.67% 1.3
Basso Capital Management
6504
Basso Capital Management
Connecticut
$90.4M -$13M -13% 6.49% 85.5% 121 61.16% 0.3
Providence Wealth Advisors
6505
Providence Wealth Advisors
Illinois
$90.4M -$45M -33% 8.28% 112% 98 32.65% 3.9
JLP Asset Management
6506
JLP Asset Management
New York
$90.4M -$59.7M -40% 1.07% 16.1% 21 4.76% 2.3
Redwood Wealth Management Group
6507
Redwood Wealth Management Group
New Jersey
$90.2M +$1.97M +2% 7.5% 74.1% 165 13.33% 0.5
Pin Oak Investment Advisors
6508
Pin Oak Investment Advisors
Texas
$90.2M +$9.34M +12% 4.98% 62.7% 493 16.02% 3.1
RiverVest Venture Management
6509
RiverVest Venture Management
Missouri
$90.2M +$3.72M +4% 3.91% 16.5% 6 0% 2.3
Guerra Pan Advisors
6510
Guerra Pan Advisors
New Jersey
$90.1M +$10.3M +13% 10% 135% 99 6.06% 1.3
Cohanzick Management
6511
Cohanzick Management
New York
$90M -$35.9M -29% 2.93% 1.18% 115 61.74% 0.7
Upper Left Wealth Management
6512
Upper Left Wealth Management
Florida
$90M +$1.9M +2% 0.44% 52.7% 56 5.36% 1.2
Divco West Real Estate Services
6513
Divco West Real Estate Services
California
$89.9M -$3.4M -4% 1.88% 22.3% 6 0% 0.5
AM
6514
Anqa Management
New York
$89.7M +$18.2M +25% 1.21% 171% 16 31.25% 1
Amica Retiree Medical Trust
6515
Amica Retiree Medical Trust
Rhode Island
$89.6M -$4.76M -5% 9.08% – 106 14.15% 4.6
Zoom Communications
6516
Zoom Communications
California
$89.5M -$89.7M -50% 16.4% 10.7% 3 33.33% 1.3
LifePlan Investment Advisors
6517
LifePlan Investment Advisors
North Carolina
$89.5M – – 2.78% 60.9% 52 – 0
Private Harbour Investment Management & Counsel
6518
Private Harbour Investment Management & Counsel
Ohio
$89.5M +$656K +0.7% 5.97% 82.6% 45 2.22% 6
ST
6519
SAL Trading
Pennsylvania
$89.4M -$103M -54% 14.8% 18.9% 55 63.64% 0.5
First Community Trust
6520
First Community Trust
Iowa
$89.4M +$4.93M +6% 7.42% 128% 298 2.68% 1.4
Cypress Capital Management (Wyoming)
6521
Cypress Capital Management (Wyoming)
Wyoming
$89.4M +$3.91M +5% 3.84% 161% 183 13.66% 3.6
Stegent Equity Advisors
6522
Stegent Equity Advisors
Texas
$89.4M -$11.3M -11% 1.24% 96.4% 73 26.03% 1
Wulff, Hansen & Co
6523
Wulff, Hansen & Co
California
$89.3M +$1.71M +2% 6.04% 85.8% 88 9.09% 1.3
Pitti Group Wealth Management
6524
Pitti Group Wealth Management
New York
$89.3M -$257K -0.3% 7.65% 65.3% 71 15.49% 1.2
Highlander Partners
6525
Highlander Partners
Texas
$89M +$15.1M +20% 14.2% 241% 26 11.54% 1.1