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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)
Allianz Investment Management US
6976
Allianz Investment Management US
Minnesota
$160M -$2.52B -94% 1.94% 7.58% 65 55.38% 2
Canandaigua National Trust of Florida
6977
Canandaigua National Trust of Florida
New York
$160M +$33.6M +27% 8.38% – 132 21.97% 0.9
Tru Independence Asset Management 2
6978
Tru Independence Asset Management 2
Oregon
$160M +$7.67M +5% 1.86% – 94 17.02% 2
Members Wealth
6979
Members Wealth
Pennsylvania
$160M +$1.79M +1% 1.57% – 117 20.51% 1.2
Graphene Investments SAS
6980
Graphene Investments SAS
France
$160M +$1.4M +0.9% 6.56% 103% 46 8.7% 2
Blue Water Life Science Advisors
6981
Blue Water Life Science Advisors
California
$159M +$49.7M +45% 32.2% 503% 9 22.22% 1.8
MFFIA
6982
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$159M -$7.37M -4% 2.95% 136% 82 6.1% 2
Holcombe Financial
6983
Holcombe Financial
Georgia
$159M +$16M +11% 2.58% – 49 16.33% 0.8
Lifetime Wealth Management
6984
Lifetime Wealth Management
Texas
$159M – – 3.11% – 89 – 0
Rochester Wealth Strategies
6985
Rochester Wealth Strategies
Michigan
$159M +$6.43M +4% 1.59% – 24 8.33% 0.7
Gutierrez Wealth Advisory
6986
Gutierrez Wealth Advisory
Arkansas
$159M +$2.84M +2% 1.5% – 65 10.77% 0.8
Forthright Family Wealth Advisory
6987
Forthright Family Wealth Advisory
Texas
$159M -$3.56M -2% 2.33% 60.2% 59 25.42% 1.5
Mustard Seed Financial
6988
Mustard Seed Financial
Arkansas
$159M +$3.52M +2% 1.71% 59.2% 95 12.63% 1.7
Scientech Research LLC
6989
Scientech Research LLC
New Jersey
$159M -$128M -45% 11.4% – 888 84.12% 0.1
Tower Trust & Investment Company
6990
Tower Trust & Investment Company
Iowa
$159M +$10.4M +7% 3.18% – 206 8.74% 0.7
Hillman Capital Management
6991
Hillman Capital Management
Maryland
$159M -$12.9M -8% 4.1% 20.2% 56 5.36% 3.1
Alcosta Capital Management
6992
Alcosta Capital Management
California
$159M -$26.8M -14% 4.59% 175% 33 48.48% 2.3
Crew Capital Management
6993
Crew Capital Management
Ohio
$159M +$9.41M +6% 2.69% 111% 118 8.47% 2.5
Cooper Capital Advisors
6994
Cooper Capital Advisors
California
$159M +$4.05M +3% 3.27% – 45 11.11% 0.7
GEN Financial Management
6995
GEN Financial Management
Minnesota
$159M +$42.8M +37% 1.69% – 49 14.29% 0.8
XC
6996
XY Capital
Hong Kong
$159M -$31.1M -16% 9.33% 52.8% 315 64.76% 0.1
Coastline Complete Wealth
6997
Coastline Complete Wealth
South Carolina
$159M – – 2.34% – 50 – 0
International Private Wealth Advisors
6998
International Private Wealth Advisors
California
$159M -$151K -0.1% 1.2% 63.4% 173 12.72% 1.2
Yorkville Advisors Global
6999
Yorkville Advisors Global
New Jersey
$159M -$100M -39% 19.9% – 49 77.55% 0.1
Impala Asset Management
7000
Impala Asset Management
Florida
$159M -$2.35M -1% 17.5% 62.6% 35 68.57% 0.7