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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)
CSTB
8551
Charles Schwab Trust Bank
Nevada
$68.5M +$13.4M +24% 0.48% – 1 0% 1.8
CMANY
8552
Capital Management Associates (New York)
New York
$68.2M +$1.16M +2% 6.33% 205% 47 27.66% 3.1
CLP
8553
Charis Legacy Partners
Texas
$67.8M +$728K +1% 2.32% – 31 22.58% 0.8
SWM
8554
Stronghold Wealth Management
Florida
$67.7M – – 1.82% – 119 – 0
QEI
8555
QSV Equity Investors
Illinois
$67.6M -$30.3M -31% 1.36% – 97 13.4% 1.5
FA
8556
Fountainhead AM
New Jersey
$67.5M -$695M -91% 2.53% 65.6% 251 44.22% 2.1
CUIC
8557
China-UAE Investment Cooperation
$67.4M – – 12.3% – 1 – 0
NWM
8558
Navigation Wealth Management
Colorado
$67.3M -$742K -1% 1.95% 9.65% 34 5.88% 0.6
VDC
8559
Van Diest Capital
Iowa
$67M – – 3.77% – 138 – 0
AM
8560
Ampfield Management
New York
$66.7M -$23M -26% 2.61% 56.9% 5 40% 2
SWCM
8561
Sullivan Wood Capital Management
District of Columbia
$66.3M -$1.58M -2% 15.1% – 24 25% 0.4
S4W
8562
Solutions 4 Wealth
Texas
$66.2M +$1.74M +3% 1.01% – 59 8.47% 1.5
RWA
8563
Redmont Wealth Advisors
Illinois
$66M -$5.75M -8% 1.45% 46.1% 315 5.4% 1
KWM
8564
KW Wealth Management
California
$65.9M +$7.22M +12% 2.68% – 86 12.79% 0.2
CCG
8565
Capital CS Group
California
$64.9M +$1.59M +3% 6.6% 22.5% 101 52.48% 1.1
PM
8566
Parametrica Management
Hong Kong
$64.9M +$322K +0.5% 2.43% 584% 27 33.33% 1.5
SMH
8567
Sanders Morris Harris
Texas
$64.7M -$693M -91% 0.06% 85.8% 312 90.38% 1.3
MAMNY
8568
Marathon Asset Management (New York)
New York
$64.3M -$10.8M -14% 3.41% 490% 19 42.11% 0.7
AP
8569
AlpInvest Partners
Netherlands
$64.2M +$24.3M +61% 5.51% 138% 12 41.67% 1
MIPU
8570
Man Investment Partners (US)
New York
$63.9M – – 13% – 5 – 0
PFO
8571
PMC FIG Opportunities
Israel
$63.7M -$2.65M -4% 5.68% 210% 44 59.09% 0.5
MUMSS
8572
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.6M – – 0.07% – 130 – 0
PCM
8573
Prentice Capital Management
Connecticut
$63.5M -$2.01M -3% 7.53% 128% 26 38.46% 1.3
BCM
8574
Bratton Capital Management
Texas
$63.4M +$8.54M +16% 15.6% 152% 1 0% 7
8GI
8575
8VC GP I
Texas
$63.3M -$14.5M -19% 18.2% – 2 50% 2