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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)
Berkeley Capital Partners
3826
Berkeley Capital Partners
Georgia
$195M +$5.75M +3% 7.57% 62.8% 140 15.71% 2.2
Sutton Wealth Advisors
3827
Sutton Wealth Advisors
Florida
$195M +$16M +9% 7.98% 40.9% 1,215 7.41% 2.8
Solus Alternative Asset Management
3828
Solus Alternative Asset Management
New Jersey
$195M -$103M -35% 9.97% 79.3% 9 11.11% 1.8
Silver Heights Capital Management
3829
Silver Heights Capital Management
Ontario, Canada
$195M -$2.49M -1% 7.34% 39.8% 6 0% 3
Bellecapital
3830
Bellecapital
Switzerland
$195M +$28.3M +17% 9.49% 152% 158 22.78% 1.6
Robertson Opportunity Capital
3831
Robertson Opportunity Capital
Texas
$195M +$14.4M +8% 10.8% 93.4% 26 0% 3.8
CMH Wealth Management
3832
CMH Wealth Management
New Hampshire
$195M +$18.1M +10% 9.21% 88% 52 1.92% 1.9
Ionic Capital Management
3833
Ionic Capital Management
New York
$195M -$434M -69% 6.28% 163% 186 50% 0.5
AC
3834
Aperimus Capital
California
$195M +$17.1M +10% 8.15% 44% 3 0% 6.5
CH
3835
Canton Hathaway
Rhode Island
$195M +$14.2M +8% 8.77% 87.8% 214 12.62% 0.9
Courage Miller Partners
3836
Courage Miller Partners
Virginia
$195M +$13.2M +7% 4.94% 43.5% 73 6.85% 4.7
Quantamental Technologies
3837
Quantamental Technologies
New York
$194M -$112M -37% 6.84% 24.2% 1,706 85.81% 0.3
Syquant Capital SAS
3838
Syquant Capital SAS
France
$194M -$171M -47% 63.3% 160% 30 90% 0
LWA
3839
LWS Wealth Advisors
New Jersey
$194M – – 4.83% 8.87% 79 – 0
Link Fund Solutions
3840
Link Fund Solutions
United Kingdom
$194M – – 29.7% – 2 – 0
Smithbridge Asset Management
3841
Smithbridge Asset Management
Pennsylvania
$194M +$16M +9% 10% – 82 2.44% 4
Compass Ion Advisors
3842
Compass Ion Advisors
Pennsylvania
$194M – – 4.7% 75.6% 54 – 0
Moisand Fitzgerald Tamayo
3843
Moisand Fitzgerald Tamayo
Florida
$194M +$9M +5% 5.94% 51.1% 298 11.41% 2.3
Jackson Financial Management
3844
Jackson Financial Management
California
$194M +$27.9M +17% 5.65% – 46 32.61% 1
Rezny Wealth Management
3845
Rezny Wealth Management
Florida
$194M +$20.3M +12% 7.9% 99.6% 13 7.69% 2
Lumbard & Kellner
3846
Lumbard & Kellner
New Hampshire
$194M +$11.1M +6% 5.66% 137% 81 3.7% 3.6
Baymount Management
3847
Baymount Management
Florida
$193M – – 7.46% – 14 – 0
RI
3848
Rudd International
Florida
$193M +$6.7M +4% 5.44% – 76 3.95% 0.9
AGC
3849
Alden Global Capital
Florida
$193M +$140M +265% 39.1% 99.8% 6 66.67% 0.1
USAdvisors Wealth Management
3850
USAdvisors Wealth Management
Minnesota
$193M -$781K -0.4% 3.41% 59.6% 89 40.45% 0.7