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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)
Park Edge Advisors
3926
Park Edge Advisors
Ohio
$359M +$15.4M +4% 2.12% 61.1% 155 21.29% 1.4
Harvest Investment Services
3927
Harvest Investment Services
Illinois
$359M -$49.3M -12% 0.2% 282% 367 45.5% 1.3
Evelyn Partners Asset Management
3928
Evelyn Partners Asset Management
$359M -$12.5M -3% 0.67% – 252 4.37% 0.2
Founders Grove Wealth Partners
3929
Founders Grove Wealth Partners
Virginia
$359M +$13.5M +4% 1.29% – 123 6.5% 0.2
SM
3930
Scoggin Management
New York
$359M -$134M -27% 11.6% 889% 85 57.65% 0.7
Arch Capital Group
3931
Arch Capital Group
Bermuda
$359M -$69.4M -16% 0.29% 2.89% 4 25% 2.6
VeraBank
3932
VeraBank
Texas
$358M +$3.78M +1% 0.27% 60.6% 147 2.72% 4.6
Light Street Capital Management
3933
Light Street Capital Management
California
$358M -$186M -34% 18.6% 377% 33 45.45% 1.1
Castellan Group
3934
Castellan Group
Kentucky
$358M +$127M +55% 0.65% 184% 80 42.5% 1.4
Capital Planning
3935
Capital Planning
Washington
$358M -$23.7M -6% 4.49% 81.2% 98 11.22% 2.5
SL
3936
SWF LLC
Nebraska
$358M +$62.4M +21% 17% 82.9% 5 60% 1.7
Financial Sense Advisors
3937
Financial Sense Advisors
California
$357M +$54.7M +18% 1.42% 152% 131 27.48% 1.7
Mitchell Sinkler & Starr
3938
Mitchell Sinkler & Starr
Pennsylvania
$357M -$17.6M -5% 1.21% 85.6% 192 21.88% 4.8
Progressive Investment Management
3939
Progressive Investment Management
Oregon
$357M -$32.3M -8% 5.67% 139% 58 5.17% 5.1
Interchange Capital Partners
3940
Interchange Capital Partners
Pennsylvania
$357M +$79.7M +29% 4.49% 106% 320 24.06% 1.4
St. Clair Advisors
3941
St. Clair Advisors
Ohio
$357M +$8.66M +2% 1.52% 77.5% 82 3.66% 2.7
Elevated Capital Advisors
3942
Elevated Capital Advisors
Utah
$357M -$10.1M -3% 0.77% 50.2% 263 5.32% 1.9
Watchman Group
3943
Watchman Group
Texas
$357M -$24M -6% 2.13% 54% 89 15.73% 2.9
Dumont & Blake Investment Advisors
3944
Dumont & Blake Investment Advisors
New Jersey
$357M -$15.8M -4% 2.96% 86.1% 211 6.64% 6.7
Sunflower Bank
3945
Sunflower Bank
Texas
$357M -$3.05M -0.8% 0.71% 42.7% 130 3.85% 3.3
ABLE Financial Group
3946
ABLE Financial Group
Arizona
$357M +$18M +5% 0.54% 64.2% 212 16.98% 1.3
Whitaker-Myers Wealth Managers
3947
Whitaker-Myers Wealth Managers
Ohio
$357M +$13.6M +4% 2.2% 75.2% 148 42.57% 1.3
P. Schoenfeld Asset Management (PSAM)
3948
P. Schoenfeld Asset Management (PSAM)
New York
$357M -$26.7M -7% 14.8% 367% 49 55.1% 0.7
Sentinus LLC
3949
Sentinus LLC
Illinois
$357M +$14.6M +4% 1.25% – 211 19.91% 1.5
Decheng Capital
3950
Decheng Capital
California
$356M -$110M -24% 23.7% – 29 10.34% 0.9