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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)
Koenig Investment Advisory
7776
Koenig Investment Advisory
Oregon
$123M – – 0.63% – 37 – 0
FourWorld Capital Management
7777
FourWorld Capital Management
New York
$123M +$60M +95% 35.7% 132% 31 51.61% 1
Tenzing Financial
7778
Tenzing Financial
Virginia
$123M – – 2.37% – 68 – 0
Madrid Wealth Management
7779
Madrid Wealth Management
New Mexico
$123M – – 2.05% – 72 – 0
Madison Park Capital Advisors
7780
Madison Park Capital Advisors
Washington
$123M +$1.36M +1% 0.71% 62.4% 65 9.23% 1.6
Washington Capital Management
7781
Washington Capital Management
Washington
$123M -$16.9M -12% 5.53% 81.8% 132 27.27% 2.6
ArborFi Advisors
7782
ArborFi Advisors
Michigan
$123M +$382K +0.3% 1.48% – 52 11.54% 0.8
BCP
7783
Balance Capital Partners
New York
$123M – – 91.7% – 3 – 0
Blue Jean Financial
7784
Blue Jean Financial
New York
$123M – – 6.37% – 74 – 0
Maxele Advisors
7785
Maxele Advisors
Missouri
$123M +$7.14M +6% 3.47% – 100 5% 2.9
IA
7786
IF Advisors
Texas
$123M – – 1.27% – 41 – 0
Freestate Advisors
7787
Freestate Advisors
Kansas
$123M +$3.83M +3% 1.24% – 43 6.98% 1.3
Ares Systematic Credit
7788
Ares Systematic Credit
$123M – – 0.54% – 145 – 0
LIC
7789
Laurus Investment Counsel
Canada
$123M -$23.4M -16% 6.27% 14.1% 47 14.89% 3.3
MWM
7790
M3 Wealth Management
Ohio
$123M – – 2.21% – 31 – 0
HM
7791
HCEP Management
Hong Kong
$123M -$53.5M -30% 18.5% 182% 11 72.73% 0.5
Blueline Advisors
7792
Blueline Advisors
New Hampshire
$123M – – 0.77% – 213 – 0
Adelphi Trust
7793
Adelphi Trust
Florida
$123M – – 3.35% – 99 – 0
UAML
7794
US Asset Management LLC
Pennsylvania
$122M +$760K +0.6% 3.84% – 118 2.54% 3.7
MH & Associates Securities Management
7795
MH & Associates Securities Management
California
$122M – – 9.81% – 102 – 0
Sageworth Trust Company of South Dakota
7796
Sageworth Trust Company of South Dakota
South Dakota
$122M +$16.3M +15% 3.89% 75.6% 50 10% 3
SCP Investment
7797
SCP Investment
California
$122M -$1.65M -1% 1.21% 32.8% 52 44.23% 1.6
Chung Wu Investment Group
7798
Chung Wu Investment Group
Texas
$122M +$2.2M +2% 4.65% – 289 20.76% 0.5
Red Crane Wealth Management
7799
Red Crane Wealth Management
California
$122M +$3.7M +3% 2.14% – 66 0% 0.9
Fremen Capital Management
7800
Fremen Capital Management
Connecticut
$122M – – 3.1% – 15 – 0