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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)
Diker Management
6576
Diker Management
New York
$123M +$2.01M +2% 4.54% 210% 41 29.27% 2.5
Signature Wealth Management Partners
6577
Signature Wealth Management Partners
New Jersey
$123M +$8.65M +8% 9% 97.9% 105 13.33% 2.4
Sanctuary Wealth Management
6578
Sanctuary Wealth Management
Idaho
$123M +$19.6M +19% 7.99% – 306 15.69% 1.3
RK Asset Management
6579
RK Asset Management
Michigan
$123M +$2.36M +2% 4.96% 47.6% 21 0% 4.6
Applied Capital LLC
6580
Applied Capital LLC
Florida
$123M +$13.9M +13% 9.13% 78.3% 87 16.09% 1
Working Capital Advisors (UK)
6581
Working Capital Advisors (UK)
United Kingdom
$123M -$35.4M -22% 23.7% 17.1% 3 0% 1.8
Central Asset Investments & Management Holdings
6582
Central Asset Investments & Management Holdings
Hong Kong
$123M +$23.4M +24% 28.7% 3,210% 54 40.74% 0.8
Mainsail Asset Management
6583
Mainsail Asset Management
Alabama
$123M +$15.3M +14% 9.44% 90.4% 54 11.11% 0.2
Castle Creek Capital Partners VI
6584
Castle Creek Capital Partners VI
California
$123M -$21.3M -15% 13.9% – 5 0% 0.3
Birchview Capital
6585
Birchview Capital
Vermont
$123M -$5.11M -4% 6.36% 327% 60 5% 3.3
Foundation Wealth Management (Missouri)
6586
Foundation Wealth Management (Missouri)
Missouri
$123M +$10.8M +10% 7.38% 74.9% 41 29.27% 1
LAM Group
6587
LAM Group
Oregon
$123M +$12.8M +12% 3.37% 61.8% 126 3.17% 1.1
Sowa Financial Group
6588
Sowa Financial Group
Rhode Island
$123M $0 0% 3.31% 100% 30 0% 3.7
Yorktown Energy Partners VIII
6589
Yorktown Energy Partners VIII
New York
$122M +$2.47M +2% 25.9% 15.2% 2 0% 4.5
HFS
6590
Hoge Financial Services
Pennsylvania
$122M +$22.7M +23% 7.26% 60.8% 55 20% 0.2
Mosaic Advisors
6591
Mosaic Advisors
Texas
$122M -$46M -27% 3.27% 50.9% 18 11.11% 2.1
Virginia Wealth Management Group
6592
Virginia Wealth Management Group
Virginia
$122M +$7.97M +7% 5.58% 49.4% 55 5.45% 2
PI
6593
Pachira Investments
California
$122M +$9.09M +8% 8.86% 82.3% 46 19.57% 2.2
Richardson Capital Management
6594
Richardson Capital Management
Wisconsin
$122M +$19.4M +19% 8.73% 74.2% 187 51.87% 0.2
ICMP
6595
Integrated Capital Management (Pennsylvania)
Pennsylvania
$122M +$4.35M +4% 4.63% 39.7% 84 11.9% 1.9
Center For Asset Management
6596
Center For Asset Management
Florida
$122M +$12.5M +11% 8.46% 66.6% 107 13.08% 1.8
Gimbal Financial
6597
Gimbal Financial
Indiana
$122M +$22.5M +23% 11.1% – 48 18.75% 0.2
PIS
6598
POM Investment Strategies
North Carolina
$122M +$13.1M +12% 7.37% 67.9% 265 18.11% 0.2
Farrell Financial
6599
Farrell Financial
New York
$122M +$22.1M +22% 5.79% 57.8% 72 18.06% 0.2
Grizzlyrock Capital
6600
Grizzlyrock Capital
Illinois
$122M -$11M -8% 6.65% – 24 29.17% 0.2