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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)
Eight 31 Financial
6626
Eight 31 Financial
Texas
$151M -$4.74M -3% 0.92% – 69 13.04% 1
English Capital Management
6627
English Capital Management
Michigan
$151M +$17.3M +13% 11.6% – 36 19.44% 1.2
Mountaineer Partners Management
6628
Mountaineer Partners Management
New York
$151M +$46.8M +45% 25.1% 158% 17 23.53% 1.8
Green Court Capital Management
6629
Green Court Capital Management
Hong Kong
$151M -$18.3M -11% 0.43% 33.4% 5 60% 0.6
Starwood Capital Group Management
6630
Starwood Capital Group Management
Florida
$151M -$16.4M -10% 10.1% 16.2% 8 12.5% 1.1
Cadence Wealth Management
6631
Cadence Wealth Management
Massachusetts
$151M +$15.9M +12% 3.26% 56.4% 52 15.38% 2.1
Lederer & Associates Investment Counsel
6632
Lederer & Associates Investment Counsel
California
$151M +$14.6M +11% 10.9% 92.7% 88 13.64% 5.6
Bain Capital Public Equity
6633
Bain Capital Public Equity
Massachusetts
$151M +$59.6M +65% 22.1% 169% 33 63.64% 0.4
Papamarkou Wellner Asset Management
6634
Papamarkou Wellner Asset Management
New York
$151M +$7.55M +5% 12.1% – 91 19.78% 0.4
Catalina Capital Group
6635
Catalina Capital Group
California
$151M -$1.88M -1% 9.44% – 207 32.85% 1.1
PTM Wealth Management
6636
PTM Wealth Management
United States
$151M +$56M +59% 8.24% – 50 24% 0.2
Sterling Investment Management
6637
Sterling Investment Management
Arizona
$151M +$10.6M +8% 4.49% 45.3% 57 7.02% 5.2
Byrne Asset Management
6638
Byrne Asset Management
New Jersey
$151M +$15.5M +11% 13.5% 126% 611 35.19% 1.5
Myriad Asset Management US
6639
Myriad Asset Management US
Florida
$151M -$86.7M -36% 12% – 36 75% 0.1
GatePass Capital
6640
GatePass Capital
Ohio
$151M +$17.3M +13% 13% – 131 16.79% 0.4
Kure Advisory
6641
Kure Advisory
Minnesota
$151M +$18.4M +14% 6.44% – 49 18.37% 1.3
BankPlus Wealth Management
6642
BankPlus Wealth Management
Mississippi
$151M +$14.6M +11% 7.12% – 102 4.9% 0.5
Soapstone Management
6643
Soapstone Management
Maryland
$151M +$22.7M +18% 6.45% 30.3% 18 38.89% 2.5
Beckerman Institutional
6644
Beckerman Institutional
New Jersey
$151M +$12.5M +9% 5.21% – 109 7.34% 0.7
Dougherty Wealth Advisers
6645
Dougherty Wealth Advisers
Minnesota
$151M +$15.3M +11% 9.12% 67.5% 111 1.8% 5.3
Legend Financial Advisors
6646
Legend Financial Advisors
Pennsylvania
$151M +$14.4M +11% 9.43% 117% 172 79.07% 0.6
Sky-Mountain Capital Management
6647
Sky-Mountain Capital Management
Idaho
$151M +$32.4M +27% 11.7% – 36 11.11% 0.2
Lee-Kelleher Wealth Management
6648
Lee-Kelleher Wealth Management
Maryland
$151M +$14.6M +11% 8.01% – 39 7.69% 0.5
Sarver Vrooman Wealth Advisors
6649
Sarver Vrooman Wealth Advisors
Missouri
$150M +$162K +0.1% 0.67% – 139 14.39% 0.2
OIM
6650
Opus Investment Management
Massachusetts
$150M +$10.2M +7% 2.9% 52.8% 30 3.33% 9.7