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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)
AtlasMark Financial
7076
AtlasMark Financial
Texas
$155M +$5.23M +3% 2.1% – 47 8.51% 4
Interactive Financial Advisors
7077
Interactive Financial Advisors
Illinois
$155M -$30.2M -16% 1.59% 47.6% 86 15.12% 7.4
GCA
7078
Gallagher Capital Advisors
Texas
$155M -$18.9M -11% 1.48% – 80 30% 0.7
Jones Road Capital Management
7079
Jones Road Capital Management
New York
$155M -$14.3M -8% 0.57% 88.5% 26 38.46% 1.1
State of Wisconsin - Board of Commissioners of Public Lands
7080
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$155M -$2.22M -1% 1.23% 4.78% 6 0% 2.8
Washington Growth Strategies
7081
Washington Growth Strategies
District of Columbia
$155M +$14.4M +10% 2.41% – 57 8.77% 0.9
Financially Speaking
7082
Financially Speaking
Colorado
$155M +$2.32M +2% 1.79% – 188 20.74% 0.6
Hidden Cove Wealth Management
7083
Hidden Cove Wealth Management
Washington
$155M +$3.13M +2% 1.73% – 107 20.56% 0.6
FWM
7084
FMA Wealth Management
Massachusetts
$154M +$8.57M +6% 1.37% 40.8% 47 12.77% 1.4
Petiole USA
7085
Petiole USA
New York
$154M +$9.49M +7% 6.93% 105% 37 13.51% 3
J.E. Simmons & Co
7086
J.E. Simmons & Co
Texas
$154M – – 3.46% – 68 – 0
Income Insurance Ltd
7087
Income Insurance Ltd
$154M – – 4.79% – 159 – 0
Equity Wealth Partners
7088
Equity Wealth Partners
Missouri
$154M +$31M +25% 1.36% – 83 9.64% 0.2
Generation Capital Management
7089
Generation Capital Management
New York
$154M +$16.1M +12% 3.64% – 91 15.38% 0.7
Rareview Capital
7090
Rareview Capital
Nevada
$154M -$9.6M -6% 0.12% 28.6% 58 24.14% 1.1
Emergence GP Partners
7091
Emergence GP Partners
California
$154M -$50.5M -25% 23.5% – 4 0% 2.9
A.D. Beadell Investment Counsel
7092
A.D. Beadell Investment Counsel
Wisconsin
$154M +$7.13M +5% 3.7% 83.3% 101 11.88% 4.6
CNFG
7093
Creegan & Nassoura Financial Group
New Hampshire
$154M -$897K -0.6% 1.25% 52.6% 80 7.5% 7
PWAM
7094
Pinnacle West Asset Management
Wyoming
$154M -$472K -0.3% 2.93% 100% 117 3.42% 2.4
Capstone Capital
7095
Capstone Capital
Nevada
$154M +$4.29M +3% 3.04% 62.8% 25 20% 1.7
Mittelman Wealth Management
7096
Mittelman Wealth Management
Massachusetts
$154M +$1.14M +0.7% 0.86% – 49 28.57% 1
Central Asset Investments & Management Holdings
7097
Central Asset Investments & Management Holdings
Hong Kong
$154M -$15.5M -9% 31.2% 3,210% 66 51.52% 1.2
Chico Wealth RIA
7098
Chico Wealth RIA
California
$153M +$6.36M +4% 3.59% 74.7% 34 5.88% 2.3
Laraway Financial Advisors
7099
Laraway Financial Advisors
Minnesota
$153M +$7.01M +5% 4.34% 92.3% 131 4.58% 3.2
Climber Capital
7100
Climber Capital
Switzerland
$153M – – 3.43% – 58 – 0.9