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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)
CSI
6676
Cross Staff Investments
New York
$144M +$14M +11% 4.9% 80.3% 130 8.46% 2.4
4D Advisors
6677
4D Advisors
California
$143M – – 3.63% – 35 – 0
Evergreen Wealth Solutions
6678
Evergreen Wealth Solutions
Pennsylvania
$143M -$3.8M -3% 3.39% 70.9% 120 23.33% 1.9
Sterling Manor Financial
6679
Sterling Manor Financial
New York
$143M -$4.27M -3% 0.45% – 29 6.9% 1.4
InTrack Investment Management
6680
InTrack Investment Management
Vermont
$143M +$2.28M +2% 4.19% 99.2% 127 20.47% 2.3
TCM
6681
Tao Capital Management
California
$143M +$32.9M +30% 36.7% 314% 10 0% 3.8
LSP Investment Advisors
6682
LSP Investment Advisors
New York
$143M -$42.4M -23% 1.86% 79.5% 27 25.93% 2.8
Lederer & Associates Investment Counsel
6683
Lederer & Associates Investment Counsel
California
$143M +$1.11M +0.8% 2.01% 92.7% 88 7.95% 5.7
Osprey Private Wealth
6684
Osprey Private Wealth
New York
$143M +$483K +0.3% 0.91% – 50 6% 0.2
Mainsail Asset Management
6685
Mainsail Asset Management
Alabama
$143M +$8.17M +6% 1.82% 90.4% 69 18.84% 0.7
Security National Bank of Sioux City Iowa
6686
Security National Bank of Sioux City Iowa
Iowa
$143M -$20.9M -13% 2.77% 61% 111 22.52% 6.3
AIM
6687
AHL Investment Management
Florida
$143M -$2.15M -1% 1.78% 57.7% 70 8.57% 2.3
Conrad N. Hilton Foundation
6688
Conrad N. Hilton Foundation
California
$143M -$96.2M -40% 0.63% – 5 20% 0.3
CastleKeep Investment Advisors
6689
CastleKeep Investment Advisors
Connecticut
$143M -$3.73M -3% 1.01% – 115 44.35% 0.7
Mainstream Capital Management
6690
Mainstream Capital Management
California
$143M +$25M +21% 5.87% – 323 74.3% 0.1
RCWM
6691
Royal Capital Wealth Management
Indiana
$143M +$1.11M +0.8% 3.4% 83.8% 97 16.49% 2.4
Paul R. Ried Financial Group
6692
Paul R. Ried Financial Group
Washington
$143M – – 2.15% – 30 – 0
Motiv8 Investments
6693
Motiv8 Investments
Florida
$143M -$5.96M -4% 0.02% – 100 25% 0.8
SFI Advisors
6694
SFI Advisors
New Jersey
$142M +$2.33M +2% 2.75% 95.9% 98 38.78% 1.6
Atala Financial
6695
Atala Financial
California
$142M – – 3.99% – 475 – 0
Kopion Asset Management
6696
Kopion Asset Management
Texas
$142M +$3.55M +3% 4.49% 80.5% 20 5% 3.7
Sheridan Capital Management
6697
Sheridan Capital Management
California
$142M +$868K +0.6% 0.51% – 28 10.71% 0.9
TIM
6698
Timelo Investment Management
Ontario, Canada
$142M -$17.5M -11% 3.59% 104% 19 47.37% 0.7
Taylor & Morgan Wealth Management
6699
Taylor & Morgan Wealth Management
Michigan
$142M -$6.74M -5% 2.58% 85.9% 76 11.84% 2.2
Richardson Financial Services
6700
Richardson Financial Services
Massachusetts
$142M -$15.1M -10% 0.04% 77.4% 675 21.33% 0.8