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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)
Albert D. Mason Inc
6901
Albert D. Mason Inc
Massachusetts
$138M -$8.92M -6% 6.53% 82% 151 9.93% 6
Park Square Financial Group
6902
Park Square Financial Group
Georgia
$138M +$12.1M +10% 15.3% – 1,055 13.36% 0.4
Hidden Cove Wealth Management
6903
Hidden Cove Wealth Management
Washington
$138M +$11.6M +9% 8.01% – 81 30.86% 0.4
FP
6904
Factorial Partners
New York
$138M -$24.2M -15% 5.89% 88.7% 71 18.31% 3.2
Wallace Advisory Group
6905
Wallace Advisory Group
California
$138M -$6.71M -5% 3.75% 50.9% 202 22.28% 1.8
Archer Investment Management
6906
Archer Investment Management
Texas
$138M -$6.79M -5% 5.99% – 61 19.67% 0.4
Capstone Triton Financial Group
6907
Capstone Triton Financial Group
Oklahoma
$138M – – 11.9% – 87 – 2.9
Capstone Capital
6908
Capstone Capital
Nevada
$138M +$13.1M +11% 8.74% 62.8% 24 12.5% 1.3
Applied Capital LLC
6909
Applied Capital LLC
Florida
$138M +$10.5M +8% 8.5% 78.3% 89 8.99% 2
Sippican Capital Advisors
6910
Sippican Capital Advisors
Massachusetts
$138M +$5M +4% 5.48% 81.1% 114 6.14% 5.7
Monetta Financial Services
6911
Monetta Financial Services
Illinois
$138M +$24.6M +22% 26.8% 275% 61 24.59% 2.6
Greycroft
6912
Greycroft
New York
$138M +$44.3M +48% 5.64% 20% 12 8.33% 1.4
MCM
6913
Monimus Capital Management
New Jersey
$138M +$19.8M +17% 16.9% – 65 43.08% 0.3
Silvia McColl Wealth Management
6914
Silvia McColl Wealth Management
California
$138M +$5.7M +4% 7.29% 82.7% 117 7.69% 2
EP
6915
Elkhorn Partners
Nebraska
$138M -$15M -10% 9.39% 32.2% 40 20% 5.9
Fairscale Capital
6916
Fairscale Capital
New Hampshire
$138M +$26.8M +24% 14.7% – 446 21.97% 0.8
Mainstream Capital Management
6917
Mainstream Capital Management
California
$138M +$11.3M +9% 10.8% – 87 4.6% 0.7
Capstone Wealth Management Group (Oregon)
6918
Capstone Wealth Management Group (Oregon)
Oregon
$137M +$12.2M +10% 8.99% – 108 19.44% 0.4
City National Bank of Florida
6919
City National Bank of Florida
Florida
$137M +$26.3M +24% 10.5% – 144 25.69% 0.4
Nalls Sherbakoff Group
6920
Nalls Sherbakoff Group
Tennessee
$137M +$14.4M +12% 8.51% – 471 16.99% 4
PWM
6921
Puff Wealth Management
New Jersey
$137M +$30.6M +29% 8.81% – 136 34.56% 0.3
Palliser Capital (UK)
6922
Palliser Capital (UK)
United Kingdom
$137M +$52.6M +62% 2.11% 57% 5 40% 0.4
Mork Capital Management
6923
Mork Capital Management
California
$137M +$9.41M +7% 3.8% 61.9% 109 0% 3.3
Retirement Wealth Solutions
6924
Retirement Wealth Solutions
Wisconsin
$137M +$13M +11% 8.82% – 449 4.23% 0.5
NDWM LLC
6925
NDWM LLC
California
$137M +$34.3M +33% 6.79% – 36 22.22% 1.1