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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)
Sycale Advisors
3801
Sycale Advisors
New York
$331M -$40.8M -11% 7.17% 31.5% 23 30.43% 1.1
Corrigan Financial
3802
Corrigan Financial
Rhode Island
$330M +$36M +12% 8.31% 9.54% 38 2.63% 5
Noble Family Wealth
3803
Noble Family Wealth
Florida
$330M +$33.6M +11% 10.1% 60% 60 0% 0.7
Monarch Capital Management
3804
Monarch Capital Management
Indiana
$330M +$18.9M +6% 9.68% 77% 113 4.42% 7.6
Castle Rock Wealth Management
3805
Castle Rock Wealth Management
California
$330M +$32M +11% 8.04% 115% 242 18.18% 2.2
Rock Point Advisors
3806
Rock Point Advisors
Vermont
$330M +$40.8M +14% 15.8% 82.8% 105 10.48% 4.5
tru Independence
3807
tru Independence
Oregon
$329M +$40.4M +14% 12.6% 67.4% 123 17.07% 2.3
Spinnaker Investment Group
3808
Spinnaker Investment Group
California
$329M +$31.9M +11% 9.15% 56.9% 94 22.34% 1.5
Raffa Wealth Management
3809
Raffa Wealth Management
District of Columbia
$329M +$35.2M +12% 8.1% 35.8% 1,078 2.97% 3.5
Valicenti Advisory Services
3810
Valicenti Advisory Services
New York
$329M +$36.1M +12% 12.6% 134% 89 21.35% 4.5
Vantage Financial Partners (Illinois)
3811
Vantage Financial Partners (Illinois)
Illinois
$329M +$155M +89% 10% 13.1% 109 24.77% 2.9
CSC
3812
Cook Street Consulting
Colorado
$329M +$29.8M +10% 8.43% – 2 0% 2
Dorsey Wright & Associates
3813
Dorsey Wright & Associates
California
$329M +$7.33M +2% 13.8% 311% 311 65.92% 0.7
Aspen Grove Capital
3814
Aspen Grove Capital
Colorado
$328M +$59M +22% 13% 90% 201 19.9% 0.7
Peddock Capital Advisors
3815
Peddock Capital Advisors
Massachusetts
$328M +$28.3M +9% 8.43% 113% 152 7.89% 5.5
Sovereign Financial Group
3816
Sovereign Financial Group
Connecticut
$328M +$47M +17% 9.24% 90.7% 256 16.02% 2
Whitegate Investment Counselors
3817
Whitegate Investment Counselors
New Hampshire
$328M +$29.2M +10% 9.29% 51% 62 4.84% 6.3
AGUR Provident & Training Funds Management
3818
AGUR Provident & Training Funds Management
Israel
$328M +$10.1M +3% 13% – 27 14.81% 1.4
MSD Capital
3819
MSD Capital
New York
$328M -$12.5M -4% 13.6% 11.5% 5 40% 4
Takeda Pharmaceutical Company
3820
Takeda Pharmaceutical Company
Japan
$327M – – 19.9% – 14 – 0
First Pacific Financial
3821
First Pacific Financial
Washington
$327M +$103M +46% 10.1% 53.6% 389 38.3% 0.9
Denali Advisors
3822
Denali Advisors
California
$327M +$42.5M +15% 21.5% 106% 530 26.6% 1.4
OCM
3823
Ogborne Capital Management
California
$327M +$134M +70% 14.8% 251% 18 55.56% 0.5
Cove Street Capital
3824
Cove Street Capital
California
$327M +$31.3M +11% 11.9% 84.2% 85 22.35% 3.7
Morgan Dempsey Capital Management
3825
Morgan Dempsey Capital Management
Wisconsin
$327M +$5.53M +2% 6.55% 52.1% 127 11.02% 3