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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)
ACM
7151
Ariose Capital Management
Hong Kong
$121M +$3.97M +3% 25.4% 2,106% 16 62.5% 0.3
Crew Capital Management
7152
Crew Capital Management
Ohio
$121M -$4.35M -3% 0.78% 111% 156 23.08% 1.6
Momentous Wealth Management
7153
Momentous Wealth Management
Washington
$121M – – 2.29% – 39 – 0
Avant Capital
7154
Avant Capital
Louisiana
$121M – – 0.32% – 65 – 2.4
Marquette Associates
7155
Marquette Associates
Illinois
$121M -$18.3M -13% 2.28% – 44 31.82% 0.7
XXEC Inc
7156
XXEC Inc
Oklahoma
$121M -$11.8M -9% 3.26% 30.1% 22 13.64% 2.5
Persistent Asset Partners
7157
Persistent Asset Partners
Hong Kong
$121M – – 1.66% – 143 – 0
BAWM
7158
Bennett Associates Wealth Management
Pennsylvania
$121M -$1.59M -1% 3.08% 51% 51 21.57% 0.7
Kagan Cocozza Asset Management
7159
Kagan Cocozza Asset Management
New Jersey
$120M – – 1.77% – 63 – 0
PKO BP Bankowy Universal Pension Society
7160
PKO BP Bankowy Universal Pension Society
Poland
$120M – – 0.86% – 14 – 0
BWM
7161
BCO Wealth Management
New Mexico
$120M – – 2% – 34 – 0
Parkworth Wealth Management
7162
Parkworth Wealth Management
California
$120M – – 1.86% – 1,271 – 0
Foresite Capital Management V
7163
Foresite Capital Management V
California
$120M -$23.7M -16% 7.59% 401% 6 16.67% 1.6
Partnership Wealth Management
7164
Partnership Wealth Management
Maryland
$120M -$21.5M -15% 3.71% 67.6% 189 62.96% 0.9
Collar Capital Management
7165
Collar Capital Management
Wisconsin
$120M – – 16% – 75 – 0
SR
7166
Summer Road
Florida
$120M -$6.86M -5% 1.92% 214% 29 24.14% 0.7
Tru Independence Asset Management 2
7167
Tru Independence Asset Management 2
Oregon
$120M +$1.37M +1% 0.23% – 87 13.79% 1.3
Oder Investment Management
7168
Oder Investment Management
California
$120M +$3.66M +3% 12.4% 97.5% 96 10.42% 2.7
Affinity Investment Advisors
7169
Affinity Investment Advisors
California
$120M -$25.7M -18% 3.47% 189% 151 26.49% 3.3
Richwood Investment Advisors
7170
Richwood Investment Advisors
Ohio
$120M -$983K -0.8% 0.65% 71.9% 104 5.77% 2.8
Synergy Financial Group
7171
Synergy Financial Group
California
$120M +$14.6M +14% 12% 133% 104 12.5% 1.9
Sound Financial Strategies Group
7172
Sound Financial Strategies Group
Mississippi
$120M -$4.63M -4% 4.76% 27.1% 102 22.55% 1.2
Allodium Investment Consultants
7173
Allodium Investment Consultants
Minnesota
$120M – – 3.44% – 47 – 0
NDWM LLC
7174
NDWM LLC
California
$120M -$1.68M -1% 2.29% 50.3% 34 14.71% 0.9
Shepherd Kaplan Krochuk
7175
Shepherd Kaplan Krochuk
Massachusetts
$120M -$12.9M -10% 0.64% 38.5% 59 20.34% 3.1