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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)
TRV GP II
3926
TRV GP II
Massachusetts
$153M +$52.7M +52% 60.7% 20.8% 4 25% 1.3
Chandler Asset Management
3927
Chandler Asset Management
California
$153M +$7.43M +5% 11.5% 35.6% 19 5.26% 1.1
SCM
3928
SCW Capital Management
Texas
$153M +$27.2M +22% 17.5% 179% 15 40% 0.2
Uncommon Cents Investing
3929
Uncommon Cents Investing
Wisconsin
$153M +$18.6M +14% 10.9% 91.4% 83 3.61% 1.2
Invesco Senior Secured Management
3930
Invesco Senior Secured Management
New York
$153M -$676K -0.4% 12.6% 18.1% 18 11.11% 1
KAM
3931
Kavi Asset Management
New York
$153M -$35.4M -19% 21.4% 144% 23 69.57% 0.3
WFWM
3932
Wechter Feldman Wealth Management
New Jersey
$153M +$49.2M +47% 9.98% 53.8% 33 21.21% 1.5
Stellar Capital Management
3933
Stellar Capital Management
Arizona
$153M +$25.5M +20% 12.9% 23.4% 86 9.3% 3.4
Denver PWM
3934
Denver PWM
Colorado
$153M +$13.6M +10% 9.5% 48.6% 76 19.74% 0.9
PhiloSmith Capital
3935
PhiloSmith Capital
Connecticut
$153M +$16.6M +12% 6.56% 47% 39 5.13% 2
Whalerock Point Partners
3936
Whalerock Point Partners
Rhode Island
$153M +$45.4M +42% 12.2% 103% 129 26.36% 3
Rench Wealth Management
3937
Rench Wealth Management
Texas
$153M +$16.3M +12% 12.4% 106% 53 5.66% 3.4
Whitener Capital Management
3938
Whitener Capital Management
North Carolina
$153M +$17.1M +13% 13.2% 113% 527 16.7% 0.6
Fort Sheridan Advisors
3939
Fort Sheridan Advisors
Illinois
$153M +$11.7M +8% 7.93% 109% 106 21.7% 0.2
SC
3940
Sawyer & Company
Massachusetts
$153M +$16.6M +12% 11.6% 111% 185 7.03% 1.2
Engine Capital Management
3941
Engine Capital Management
New York
$153M -$17.5M -10% 20.3% 21.1% 55 23.64% 1
Nixon Peabody Trust
3942
Nixon Peabody Trust
Massachusetts
$153M +$25.7M +20% 12.4% 101% 74 6.76% 2.5
Capital Wealth Planning
3943
Capital Wealth Planning
Florida
$153M +$1.78M +1% 14.8% 73.9% 131 21.37% 0.9
BigSur Wealth Management
3944
BigSur Wealth Management
Florida
$152M +$11.7M +8% 11.5% 94.8% 107 10.28% 1.6
Landmark Financial Advisors
3945
Landmark Financial Advisors
Kentucky
$152M -$518K -0.3% 9.65% 11.8% 56 3.57% 3.4
Avestar Capital
3946
Avestar Capital
New York
$152M +$5.89M +4% 13.7% 112% 1,035 10.14% 1
Trinity Legacy Partners
3947
Trinity Legacy Partners
Texas
$152M +$48.9M +47% 11.6% 63.3% 65 30.77% 0.2
MFA Wealth Advisors
3948
MFA Wealth Advisors
Pennsylvania
$152M +$52.3M +52% 10.7% 68.6% 60 41.67% 0.7
Nicollet Investment Management
3949
Nicollet Investment Management
Minnesota
$152M +$25.4M +20% 15.7% 104% 69 5.8% 1.2
Vantage Financial Partners (Illinois)
3950
Vantage Financial Partners (Illinois)
Illinois
$152M +$14.9M +11% 12.2% 13.1% 87 17.24% 1.3