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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)
Contango Wealth Management
8401
Contango Wealth Management
California
$85.6M -$3.9M -4% 3.05% – 55 34.55% 0.2
Altar Rock
8402
Altar Rock
New York
$85.2M +$1.74M +2% 1.98% – 180 42.78% 0.2
Sunstone Asset Management
8403
Sunstone Asset Management
New York
$85.2M -$19.3M -18% 1.86% – 77 45.45% 0.2
Capitol Family Office
8404
Capitol Family Office
Oregon
$84.7M $0 0% 4.95% 72% 48 0% 1.7
Triad Investment Management
8405
Triad Investment Management
California
$84.7M -$14M -14% 11.1% – 38 10.53% 3.5
Prism Planning Partners
8406
Prism Planning Partners
Illinois
$84.5M -$4.58M -5% 0.03% – 46 10.87% 0.2
SA
8407
Stonebridge Advisors
Connecticut
$84.5M -$98M -54% 4.47% 0.03% 5 60% 2.4
Man Investment Partners (US)
8408
Man Investment Partners (US)
New York
$84.3M +$20.4M +32% 36.6% – 6 16.67% 0.2
Goodwin Investment Advisory
8409
Goodwin Investment Advisory
Georgia
$84M -$7.1M -8% 5.9% 60.8% 29 10.34% 2.5
Mayar Capital
8410
Mayar Capital
United Kingdom
$83.9M +$10.2M +14% 12.6% 14.7% 16 18.75% 3
ORBA Wealth Advisors
8411
ORBA Wealth Advisors
Illinois
$83.9M -$31.3M -27% 0.25% 70.5% 79 17.72% 1.7
CPWA  LLC
8412
CPWA LLC
Oregon
$83.7M – – 0.94% – 90 – 0
Delphi Management
8413
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 2.49% 107% 84 15.48% 3.5
Marvin & Palmer Associates
8414
Marvin & Palmer Associates
Delaware
$83.5M -$58M -41% 8.44% 392% 33 54.55% 0.6
Crystal Cove Asset Management
8415
Crystal Cove Asset Management
California
$83.2M – – 7.74% – 18 – 0
Pensionfund Sabic
8416
Pensionfund Sabic
Netherlands
$83M -$286M -77% 4.62% 63.6% 213 64.32% 7.3
OWMIAS
8417
One Wealth Management Investment & Advisory Services
Florida
$83M -$8.66M -9% 7.82% – 56 14.29% 1.7
Empery Asset Management
8418
Empery Asset Management
New York
$83M -$30.4M -27% 2.25% – 43 53.49% 1.2
CC
8419
CF Capital
Massachusetts
$83M -$118M -59% 9.07% – 49 26.53% 0.8
Blantyre Capital
8420
Blantyre Capital
United Kingdom
$82.8M -$22.8M -22% 21.6% – 1 0% 2.3
Wiser Advisor Group
8421
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 2.46% – 240 9.58% 0.8
Variant Private Wealth
8422
Variant Private Wealth
Virginia
$82.6M -$13.7M -14% 6.77% – 42 14.29% 1.1
Axim Planning & Wealth
8423
Axim Planning & Wealth
Ohio
$82.4M -$12.6M -13% 14.7% 32.3% 94 31.91% 0.9
Fifth Lane Capital
8424
Fifth Lane Capital
Texas
$82.3M -$49.6M -38% 5.14% 80.4% 153 84.97% 0.3
MSD Partners
8425
MSD Partners
New York
$82.3M -$26.2M -24% 18.5% 3.5% 8 12.5% 2.2