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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)
Kore Private Wealth
2376
Kore Private Wealth
New York
$554M -$95.1M -15% 2.68% 35.9% 325 24% 2.6
Crewe Advisors
2377
Crewe Advisors
Utah
$553M +$101M +22% 2.44% 96.1% 1,303 11.67% 1
Toth Financial Advisory
2378
Toth Financial Advisory
Virginia
$552M -$21.4M -4% 4.52% 90.4% 833 20.77% 2.6
Angelo Gordon & Co
2379
Angelo Gordon & Co
New York
$552M -$347M -39% 2.55% 90.1% 324 44.44% 0.6
NEWAS
2380
N.E.W. Advisory Services
Wisconsin
$552M -$19.9M -3% 5.68% 51.1% 135 9.63% 1.9
Forte Capital
2381
Forte Capital
New York
$552M -$22.4M -4% 2.58% 98.3% 202 9.41% 3.5
DDD Partners
2382
DDD Partners
Washington
$551M -$25.3M -4% 2.51% 62.1% 95 25.26% 1.6
Condire Management
2383
Condire Management
Texas
$551M +$56.3M +11% 1.85% 187% 23 26.09% 0.8
Royal Fund Management
2384
Royal Fund Management
Florida
$550M -$51.5M -9% 5.55% 103% 233 24.03% 2.9
Atlas Capital Advisors
2385
Atlas Capital Advisors
Wyoming
$549M -$40.8M -7% 5.76% – 1,056 21.31% 1.8
PDS Planning
2386
PDS Planning
Ohio
$549M -$3.19M -0.6% 6.21% 62.7% 230 18.26% 2.5
Ophir Asset Management
2387
Ophir Asset Management
Australia
$549M +$62.2M +13% 12.3% 282% 40 55% 0.5
Flat Footed LLC
2388
Flat Footed LLC
Wyoming
$549M +$239M +77% 15.1% 152% 44 54.55% 0.4
Vantagepoint Investment Advisers
2389
Vantagepoint Investment Advisers
District of Columbia
$549M -$49.4M -8% 5.44% 32.7% 11 27.27% 0.6
Freemont Management
2390
Freemont Management
Switzerland
$548M -$30.6M -5% 1.12% 113% 144 15.97% 0.7
Adams Natural Resources Fund
2391
Adams Natural Resources Fund
Maryland
$548M +$2.33M +0.4% 1.08% 50.6% 57 7.02% 5.3
CAS Investment Partners
2392
CAS Investment Partners
Connecticut
$548M -$112M -17% 12.4% 527% 5 0% 3.3
Steigerwald Gordon & Koch
2393
Steigerwald Gordon & Koch
Virginia
$546M -$27.9M -5% 5.18% 59.5% 110 7.27% 5.2
Abner Herrman & Brock
2394
Abner Herrman & Brock
New Jersey
$546M -$33.7M -6% 3.4% 156% 101 14.85% 4.7
M.D. Sass LLC
2395
M.D. Sass LLC
New York
$545M +$16.2M +3% 5.02% 80.1% 35 28.57% 1.7
Traphagen Investment Advisors
2396
Traphagen Investment Advisors
New Jersey
$545M -$4.03M -0.7% 3.88% 65.8% 141 9.22% 2.4
MIG Capital
2397
MIG Capital
California
$545M -$62.7M -10% 3.17% 118% 23 30.43% 1.7
Advantage Alpha Capital Partners
2398
Advantage Alpha Capital Partners
California
$544M -$35.3M -6% 0.21% 79.2% 120 30% 1.7
West Coast Financial
2399
West Coast Financial
California
$543M -$20M -4% 5.26% 22.2% 133 13.53% 4.8
RTD Financial Advisors
2400
RTD Financial Advisors
Pennsylvania
$543M -$109M -17% 6.38% 51.5% 109 16.51% 0.7