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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)
Monarch Capital Management
3626
Monarch Capital Management
Indiana
$311M -$18.5M -6% 4.09% 77% 111 1.8% 7.7
Blueprint Investment Partners
3627
Blueprint Investment Partners
North Carolina
$311M +$32.6M +12% 1.34% 91.9% 162 44.44% 1.4
Trifecta Capital Advisors
3628
Trifecta Capital Advisors
Illinois
$311M +$249K +0.1% 1.64% 149% 440 8.86% 0.7
Legacy Financial Strategies
3629
Legacy Financial Strategies
Kansas
$311M +$12M +4% 3.52% 76.7% 83 16.87% 3.1
Incline Global Management
3630
Incline Global Management
New York
$311M -$46.9M -13% 4.57% 40.1% 29 44.83% 1.4
Pacifica Capital Investments
3631
Pacifica Capital Investments
Texas
$311M -$14.2M -4% 4.88% 70.4% 20 10% 5.7
Bardin Hill Management Partners
3632
Bardin Hill Management Partners
New York
$310M -$76.8M -20% 1.58% 214% 86 65.12% 0.8
Haverford Financial Services
3633
Haverford Financial Services
Pennsylvania
$310M -$25.2M -8% 4.97% 57.9% 41 7.32% 6
Catalyst Financial Partners
3634
Catalyst Financial Partners
Massachusetts
$310M +$29.4M +10% 3.48% 98.6% 216 12.5% 0.6
GFG Capital
3635
GFG Capital
Florida
$310M -$227M -42% 2.86% 152% 141 29.08% 2.1
MYDA Advisors
3636
MYDA Advisors
New York
$310M -$24.1M -7% 0.74% 232% 162 60.49% 0.5
Samson Rock Capital
3637
Samson Rock Capital
United Kingdom
$309M +$243M +367% 11.6% 166% 51 82.35% 0.1
Owls Nest Partners IA
3638
Owls Nest Partners IA
Pennsylvania
$309M -$17.8M -5% 2.96% 105% 16 25% 2.1
Vectors Research Management
3639
Vectors Research Management
New York
$309M -$43.2M -12% 2.69% 67.3% 141 14.89% 3.8
Long Run Wealth Advisors
3640
Long Run Wealth Advisors
New York
$308M -$5.03M -2% 3.68% 50.5% 97 16.49% 1.5
Advisors Preferred
3641
Advisors Preferred
Maryland
$308M -$97.3M -24% 1.98% 102% 268 65.3% 0.4
AIS
3642
AM Investment Strategies
Tennessee
$308M -$11.2M -4% 2.98% 121% 103 16.5% 2.2
Progressive Investment Management
3643
Progressive Investment Management
Oregon
$308M -$12.8M -4% 2.67% 139% 64 12.5% 3.7
TCM
3644
Trybe Capital Management
Connecticut
$308M +$18.4M +6% 0.88% 681% 16 18.75% 1.6
3LCM
3645
3D/L Capital Management
Connecticut
$308M -$38M -11% 3.21% 13.9% 107 31.78% 1.8
Wahed Invest
3646
Wahed Invest
New York
$307M +$23.1M +8% 2.64% 140% 250 12% 1.4
OM
3647
Opaleye Management
Massachusetts
$307M -$111M -26% 15.9% 748% 55 41.82% 1.7
McDonald Partners
3648
McDonald Partners
Ohio
$307M -$20M -6% 2.47% 90.7% 243 7% 1.7
JHCM
3649
Juniper Hill Capital Management
California
$307M +$6.74M +2% 4.18% 33.6% 4 0% 1.3
Aspire Private Capital
3650
Aspire Private Capital
North Carolina
$307M -$7.35M -2% 3.66% 49.6% 734 11.99% 2.5