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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)
CM
7326
CM Management
Florida
$157M +$37.8M +32% 22.9% 110% 84 30.95% 1.9
Pekao Towarzystwo Funduszy Inwestycyjnych SA
7327
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$157M +$23.1M +17% 20.2% – 93 22.58% 0.4
Demming Financial Services
7328
Demming Financial Services
Ohio
$157M +$19.6M +14% 12.2% – 42 14.29% 0.4
GA
7329
Gagnon Advisors
New York
$157M +$21.3M +16% 31.5% 129% 26 26.92% 4.8
Abbington Investment Group
7330
Abbington Investment Group
Connecticut
$157M -$14.8M -9% 8.02% – 55 12.73% 0.6
Bruce G. Allen Investments
7331
Bruce G. Allen Investments
Colorado
$157M +$4.07M +3% 9.28% – 1,124 11.3% 2.1
QGA
7332
Q Global Advisors
Texas
$157M +$43.5M +38% 17.8% 79% 52 13.46% 1.9
Penbrook Management
7333
Penbrook Management
New York
$157M +$24.7M +19% 24.8% 107% 104 13.46% 5.6
Avantra Family Wealth
7334
Avantra Family Wealth
Pennsylvania
$157M +$22.4M +17% 20.9% – 190 30% 0.9
Authentikos Wealth Advisory
7335
Authentikos Wealth Advisory
California
$157M +$8.55M +6% 16% 43.5% 79 20.25% 1.1
Mosaic Financial Group
7336
Mosaic Financial Group
Illinois
$156M +$15.5M +11% 13.1% – 140 14.29% 1.7
BCM
7337
Bayesian Capital Management
New York
$156M +$74.4M +91% 7.46% 107% 328 90.24% 0
Mork Capital Management
7338
Mork Capital Management
California
$156M +$15.5M +11% 17.7% 61.9% 106 4.72% 3.5
Atlantic Family Wealth
7339
Atlantic Family Wealth
Florida
$156M +$17.9M +13% 11% – 67 16.42% 1
A.D. Beadell Investment Counsel
7340
A.D. Beadell Investment Counsel
Wisconsin
$156M -$378K -0.2% 3.15% 83.3% 106 7.55% 4.8
HSM
7341
H Squared Management
New York
$156M +$47.7M +44% 25.1% – 18 38.89% 0.3
FWM
7342
FMA Wealth Management
Massachusetts
$156M +$5.83M +4% 8.04% 40.8% 43 13.95% 1.9
Polaris Investment Advisors
7343
Polaris Investment Advisors
Massachusetts
$156M +$19M +14% 15.9% – 79 12.66% 0.4
Cyrus Capital Partners
7344
Cyrus Capital Partners
New York
$156M -$40.1M -20% 4.91% 163% 7 57.14% 0.9
WLTH Capital Management
7345
WLTH Capital Management
Arizona
$156M +$28.4M +22% 7.01% – 30 16.67% 0.4
APW
7346
Allied Private Wealth
Florida
$156M – – 12.9% – 906 – 0
Michels Family Financial
7347
Michels Family Financial
Texas
$156M +$17.3M +12% 12.4% – 156 16.03% 1.2
Harpswell Capital Advisors
7348
Harpswell Capital Advisors
Maine
$156M +$21.5M +16% 10.1% – 47 25.53% 0.5
AlpenGlobal Capital
7349
AlpenGlobal Capital
California
$156M -$1.3M -0.8% 7.74% – 36 2.78% 1.3
Joel Adams & Associates
7350
Joel Adams & Associates
North Carolina
$156M +$21.1M +16% 9.51% – 68 5.88% 1.3