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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)
Poinciana Advisors Group
7651
Poinciana Advisors Group
Florida
$98.7M – – 1.96% – 103 – 0
Corps Capital Advisors
7652
Corps Capital Advisors
Texas
$98.6M – – 6.41% – 78 – 0
Stegent Equity Advisors
7653
Stegent Equity Advisors
Texas
$98.5M +$7.99M +9% 0.48% 96.4% 99 20.2% 1.4
Chesapeake Capital Corp
7654
Chesapeake Capital Corp
Florida
$98.5M -$11.5M -10% 7.84% – 203 34.98% 0.6
North Berkeley Wealth Management
7655
North Berkeley Wealth Management
California
$98.5M – – 2.15% – 68 – 0
Compass Planning Associates
7656
Compass Planning Associates
Massachusetts
$98.5M – – 1.93% – 135 – 0
Dynamic Financial Group
7657
Dynamic Financial Group
Iowa
$98.5M – – 0.1% – 61 – 0
Alan B. Lancz & Associates
7658
Alan B. Lancz & Associates
Ohio
$98.4M -$10.6M -10% 1.68% – 141 13.48% 2.5
Mesirow Financial Investment Management - Fixed Income
7659
Mesirow Financial Investment Management - Fixed Income
Illinois
$98.4M -$1.88M -2% 1.27% 26.9% 14 7.14% 3.3
American Asset Management
7660
American Asset Management
Florida
$98.4M +$5.78M +6% 2.69% 42.5% 24 37.5% 2
B
7661
BennBridge
United Kingdom
$98.3M – – 7.1% – 6 – 0
University of Pittsburgh
7662
University of Pittsburgh
Pennsylvania
$98.3M -$7.42M -7% 9.02% 69.2% 2 0% 2
Evolutionary Tree Capital Management
7663
Evolutionary Tree Capital Management
Virginia
$98.3M -$1.55M -2% 10.4% 139% 36 25% 1.9
Mountain Hill Investment Partners
7664
Mountain Hill Investment Partners
New Jersey
$98.2M – – 1.39% – 183 – 0
Affinity Wealth
7665
Affinity Wealth
Ohio
$98.2M – – 2.8% – 42 – 0
WinCap Financial
7666
WinCap Financial
Massachusetts
$98.1M – – 0.81% – 74 – 0
Safe Harbor Fiduciary
7667
Safe Harbor Fiduciary
Florida
$98.1M -$8.6M -8% 0.47% – 222 14.86% 0.2
ASM
7668
AI-Squared Management
Hong Kong
$98.1M -$99.4M -50% 5.45% – 39 82.05% 0.2
Ascent Capital Management
7669
Ascent Capital Management
Oregon
$97.8M – – 2.2% – 60 – 0
Conquis Financial
7670
Conquis Financial
California
$97.7M – – 1.76% – 199 – 0
Crescent Sterling
7671
Crescent Sterling
Louisiana
$97.5M -$7.51M -7% 3.23% 68.6% 79 7.59% 1.7
Vista Finance
7672
Vista Finance
Missouri
$97.4M +$23.6M +32% 1.34% 50.7% 60 63.33% 0.6
Merk Investments
7673
Merk Investments
California
$97.4M -$8.21M -8% 7.15% 303% 11 9.09% 3.8
Breakout Capital Partners
7674
Breakout Capital Partners
New York
$97.4M -$5.51M -5% 10.9% – 8 0% 0.7
HGI Capital Management
7675
HGI Capital Management
New York
$97.2M -$17.4M -15% 8.68% 47% 24 54.17% 0.7