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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)
Virtus Wealth Solutions
4126
Virtus Wealth Solutions
New Jersey
$330M -$94.9M -22% 6.61% – 46 17.39% 0.3
MorganRosel Wealth Management
4127
MorganRosel Wealth Management
Colorado
$329M +$24.7M +8% 0.46% 67.5% 352 71.31% 0.8
Lead Edge Capital Management
4128
Lead Edge Capital Management
New York
$329M +$33.6M +11% 6.9% 20.2% 10 10% 1.2
Portland Investment Counsel
4129
Portland Investment Counsel
Ontario, Canada
$329M -$60.6M -16% 3.3% 108% 57 22.81% 2.6
Packer & Co
4130
Packer & Co
Australia
$329M +$16.2M +5% 12.7% – 11 54.55% 1.4
Cyrus Capital Partners
4131
Cyrus Capital Partners
New York
$329M -$14.1M -4% 4.25% 163% 7 42.86% 1
Winmill & Co
4132
Winmill & Co
New Hampshire
$329M +$20M +6% 2.72% 146% 58 6.9% 3.1
Boltwood Capital Management
4133
Boltwood Capital Management
California
$329M +$791K +0.2% 0.5% 63% 175 5.71% 6.2
MKC
4134
M. Kraus & Co
Vermont
$329M -$4.43M -1% 0.08% 65.9% 83 6.02% 6.1
Allegiance Financial Group Advisory Services
4135
Allegiance Financial Group Advisory Services
Virginia
$329M +$20M +6% 0.09% 71.1% 161 42.86% 1
Wendel SE
4136
Wendel SE
$329M – – 78.8% – 1 – 0
GFG Capital
4137
GFG Capital
Florida
$329M -$43.5M -12% 2.82% 152% 129 20.93% 2.5
Capital Today Evergreen Fund
4138
Capital Today Evergreen Fund
Cayman Islands
$329M +$46.8M +17% 18.2% 0.74% 3 0% 1.8
WA
4139
WealthTrust Axiom
Pennsylvania
$328M -$7.19M -2% 2.38% 125% 268 9.7% 6.2
Vista Investment Partners
4140
Vista Investment Partners
Oklahoma
$328M +$7.67M +2% 3.33% 112% 169 20.71% 1
HCM
4141
Hudson Capital Management
New Jersey
$328M +$6.33M +2% 0.27% 66.8% 68 7.35% 4.1
SCM
4142
Stonehill Capital Management
New York
$328M +$91.6M +39% 6.95% 117% 13 30.77% 1
Goodman Advisory Group
4143
Goodman Advisory Group
Massachusetts
$328M -$11M -3% 2.42% 101% 182 71.43% 0.5
Roberts, Glore & Co
4144
Roberts, Glore & Co
Illinois
$328M -$9.02M -3% 1.61% 72.3% 213 7.98% 6.6
Westmount Partners
4145
Westmount Partners
California
$328M -$1.3M -0.4% 4.06% 101% 250 17.2% 1.7
MCG
4146
McCollum Christoferson Group
New York
$328M -$10.7M -3% 1.43% 59.4% 70 4.29% 4.5
Eldred Rock Partners
4147
Eldred Rock Partners
Texas
$328M +$36.2M +12% 4.2% 109% 31 9.68% 1.1
Guidance Capital
4148
Guidance Capital
Kentucky
$327M +$618K +0.2% 0.4% 63.7% 207 12.56% 1
Coyle Financial Counsel
4149
Coyle Financial Counsel
Illinois
$327M +$11.5M +4% 0.36% 67.3% 78 8.97% 3.5
Atlantic Edge Private Wealth Management
4150
Atlantic Edge Private Wealth Management
Florida
$327M +$4.08M +1% 1.09% 84.4% 525 12.38% 1