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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)
Keystone Wealth Services
4026
Keystone Wealth Services
California
$321M +$13.7M +4% 3.2% 80.1% 237 9.7% 1.7
G2 Capital Management
4027
G2 Capital Management
Ohio
$321M +$10.4M +3% 1.36% 55.1% 65 1.54% 1.6
ACM
4028
AIGH Capital Management
Maryland
$321M -$12M -4% 3.38% 3,007% 50 36% 0.9
Whitcomb & Hess
4029
Whitcomb & Hess
Ohio
$321M +$9.8M +3% 0.3% 54% 55 12.73% 1.9
Prevatt Capital
4030
Prevatt Capital
Bahamas
$321M +$24.3M +8% 3.61% – 15 0% 0.5
Outlook Wealth Advisors
4031
Outlook Wealth Advisors
Texas
$320M -$3.33M -1% 3.27% 76% 301 29.24% 1.7
Muhlenkamp & Co
4032
Muhlenkamp & Co
Pennsylvania
$320M -$23.8M -7% 2.22% 107% 30 6.67% 4.5
Guidance Point Advisors
4033
Guidance Point Advisors
Massachusetts
$320M +$13.8M +4% 1.05% 71.8% 89 11.24% 3.3
Boltwood Capital Management
4034
Boltwood Capital Management
California
$320M -$2.7M -0.8% 0.81% 63% 173 6.36% 5.9
SWK
4035
Stephen W. Kidder
$320M +$6.69M +2% 3.72% 94.7% 75 9.33% 6.8
Little House Capital
4036
Little House Capital
Massachusetts
$320M +$17.8M +6% 5.63% 108% 132 18.94% 2.2
Citizens & Northern Corp
4037
Citizens & Northern Corp
Pennsylvania
$320M +$24M +8% 2.41% 73.3% 120 10.83% 5.3
Olympus Wealth Management
4038
Olympus Wealth Management
Utah
$320M +$151M +90% 1.23% 43.1% 17 17.65% 1.7
SVF Sponsor III
4039
SVF Sponsor III
California
$320M -$89.4M -22% 21.9% 133% 1 0% 1.5
Kerrisdale Advisers
4040
Kerrisdale Advisers
Florida
$320M +$1.29M +0.4% 4.31% 78.8% 101 21.78% 1.2
ETF Portfolio Partners
4041
ETF Portfolio Partners
Kansas
$319M +$3.89M +1% 0.79% 50.2% 62 17.74% 4.2
Peak Financial Management
4042
Peak Financial Management
Massachusetts
$319M +$3.98M +1% 1.62% 58.2% 102 13.73% 3.6
SR One Capital Management
4043
SR One Capital Management
Pennsylvania
$319M -$44.7M -12% 19.3% 656% 9 33.33% 1.1
Redwood Grove Capital
4044
Redwood Grove Capital
California
$319M -$1.65M -0.5% 0.14% 79.8% 28 10.71% 2.4
Xcel Wealth Management
4045
Xcel Wealth Management
Florida
$319M -$509K -0.2% 0.59% 98.8% 131 9.16% 3.3
GTC
4046
Ghost Tree Capital
New York
$319M -$42M -12% 7.53% 265% 86 43.02% 0.6
Hiddenite Capital Partners
4047
Hiddenite Capital Partners
New York
$319M +$59M +23% 10.7% 523% 59 72.88% 0.5
TSP Capital Management Group
4048
TSP Capital Management Group
New Jersey
$319M +$8.29M +3% 11.6% 186% 48 0% 4.5
Grant Street Asset Management
4049
Grant Street Asset Management
Pennsylvania
$319M +$11M +4% 0.45% 47.2% 75 13.33% 2
KS
4050
Karpas Strategies
Connecticut
$319M -$2.89M -0.9% 1.45% 16.1% 117 2.56% 7.4