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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)
Tennessee Valley Asset Management Partners
3776
Tennessee Valley Asset Management Partners
Tennessee
$260M -$35.3M -12% 14.7% 65.7% 97 18.56% 1.2
BCH
3777
Berkshire Capital Holdings
California
$260M -$230M -47% 34.5% 2,748% 96 12.5% 1.8
Peak Financial Management
3778
Peak Financial Management
Massachusetts
$260M -$38.4M -13% 12.9% 58.2% 77 16.88% 3.7
Scissortail Wealth Management
3779
Scissortail Wealth Management
Oklahoma
$260M +$56.4M +28% 12.5% 65% 147 55.1% 0.3
Rezny Wealth Management
3780
Rezny Wealth Management
Florida
$260M -$47.7M -16% 15% 99.6% 20 5% 2.8
WA
3781
Wealthstar Advisors
Texas
$259M -$10.4M -4% 16.2% – 97 13.4% 2
Cutler Capital Management
3782
Cutler Capital Management
Massachusetts
$259M -$22M -8% 5.66% 39.7% 122 19.67% 2.4
Summit Financial Group
3783
Summit Financial Group
West Virginia
$259M -$36.3M -12% 10.3% 26.1% 216 12.5% 3
Frisch Financial Group
3784
Frisch Financial Group
New York
$259M -$52.5M -17% 14.3% 66.6% 147 21.09% 2.3
Smithbridge Asset Management
3785
Smithbridge Asset Management
Pennsylvania
$259M -$43M -14% 13.7% – 105 9.52% 4.5
Lowell Blake & Associates
3786
Lowell Blake & Associates
Massachusetts
$259M -$6.39M -2% 14.6% 44.2% 58 12.07% 1.9
44 Wealth Management
3787
44 Wealth Management
Oregon
$259M -$18.6M -7% 10.4% – 185 19.46% 1.1
MKC
3788
M. Kraus & Co
Vermont
$259M -$38.5M -13% 10.6% 65.9% 72 4.17% 4.5
Old Port Advisors
3789
Old Port Advisors
Maine
$259M -$35.3M -12% 11.2% 114% 232 8.19% 2.8
MM
3790
Meridian Management
Arkansas
$258M -$56.9M -18% 13.4% 57.8% 86 19.77% 5
Cannon Financial Strategists
3791
Cannon Financial Strategists
Georgia
$258M -$18.3M -7% 12.1% 56.7% 76 21.05% 2.3
Manchester Financial
3792
Manchester Financial
California
$258M -$20M -7% 13.2% 73% 123 28.46% 1.7
Hamilton Lane Advisors
3793
Hamilton Lane Advisors
Pennsylvania
$258M -$189M -42% 30.8% 167% 85 25.88% 1.1
SWK
3794
Stephen W. Kidder
$258M -$51.3M -17% 13.4% 94.7% 75 5.33% 6
Long Run Wealth Advisors
3795
Long Run Wealth Advisors
New York
$258M -$28M -10% 10.8% 50.5% 97 8.25% 0.5
Princeton Capital Management
3796
Princeton Capital Management
New Jersey
$258M -$64M -20% 17% 180% 112 16.07% 4.3
Elgethun Capital Management
3797
Elgethun Capital Management
South Dakota
$258M -$37.2M -13% 14.5% 61.5% 118 5.93% 3.4
Mitchell McLeod Pugh & Williams
3798
Mitchell McLeod Pugh & Williams
Alabama
$258M -$40.4M -14% 13.5% 90.7% 234 8.97% 5.1
Vise Technologies
3799
Vise Technologies
New York
$258M -$8.45M -3% 10.1% – 329 35.26% 0.3
Cartica Management
3800
Cartica Management
District of Columbia
$258M -$91.1M -26% 21.1% 92.9% 16 12.5% 1.2