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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)
Oaktree Fund Advisors
8626
Oaktree Fund Advisors
California
$54M -$262K -0.5% 10.6% 132% 19 15.79% 1.8
Firsthand Capital Management
8627
Firsthand Capital Management
California
$53.9M -$5.71M -10% 0.22% 265% 49 8.16% 3.5
CAS
8628
CTC Alternative Strategies
Illinois
$53.4M -$8.67M -14% 2.54% 111% 107 89.72% 0.1
Crestline Management
8629
Crestline Management
Texas
$53.3M -$4.76M -8% 13% 80.2% 3 0% 5.2
Groesbeck Investment Management
8630
Groesbeck Investment Management
New Jersey
$53M +$1.75M +3% 2.82% 155% 94 40.43% 3.9
Pacific Excel Wealth Advisors
8631
Pacific Excel Wealth Advisors
California
$52.9M – – 2.3% – 90 – 0
Wells Financial Advisors
8632
Wells Financial Advisors
Massachusetts
$52.6M -$22.1M -30% 2.15% 58.9% 78 16.67% 3
Mosaic Advisors
8633
Mosaic Advisors
Texas
$52.2M +$10.9M +26% 2% 50.9% 29 55.17% 0.5
Lockerman Financial Group
8634
Lockerman Financial Group
California
$52.1M -$27.2M -34% 1.27% 70.4% 126 41.27% 1.7
Riverpark Capital Management
8635
Riverpark Capital Management
New York
$51.7M -$3.63M -7% 2.38% 152% 37 2.7% 5.6
FCM
8636
Floyd Capital Management
Texas
$51.5M -$149M -74% 2.36% – 1 0% 1
7IH
8637
72 Investment Holdings
Connecticut
$50.6M -$17.4M -26% 231% 1,556% 5 0% 3
SCA
8638
SMH Capital Advisors
Texas
$49.1M +$110K +0.2% 2.31% 9.86% 55 7.27% 2.5
SL Advisors
8639
SL Advisors
New Jersey
$48.8M -$1.98M -4% 4.41% 74.1% 33 9.09% 6.1
Northwest Financial Advisors
8640
Northwest Financial Advisors
Virginia
$48.6M -$29.2M -38% 1.29% 67% 102 38.24% 1.5
GSC
8641
Ground Swell Capital
South Carolina
$48.6M +$2.88M +6% 3.1% 71.1% 206 94.17% 0
PAPAIJV
8642
Paragon Associates & Paragon Associates II Joint Venture
Texas
$48.4M -$7.68M -14% 8.65% 168% 13 15.38% 3.5
Geo Capital Gestora de Recursos
8643
Geo Capital Gestora de Recursos
Brazil
$48.4M -$6.19M -11% 1.84% 30.7% 43 69.77% 3.5
Biglari Sardar
8644
Biglari Sardar
$48.3M -$1.31M -3% 7.02% 39.1% 10 0% 3.8
Spruce Point Capital Management
8645
Spruce Point Capital Management
New York
$48.1M – – 2.75% – 15 – 0.5
Baypointe Partners
8646
Baypointe Partners
Connecticut
$47.6M -$171M -78% 10.2% – 27 59.26% 0.4
PVG Asset Management
8647
PVG Asset Management
Colorado
$47.1M +$19.9M +73% 5.67% – 115 62.61% 0.6
PFA
8648
Portland Financial Advisors
New York
$47M +$117K +0.2% 0.69% – 79 3.8% 0.9
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
8649
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$47M +$6.49M +16% 16.5% – 45 35.56% 1.4
Total Wealth Planning
8650
Total Wealth Planning
Ohio
$46.7M -$818M -95% 1.47% 37.2% 109 64.22% 5