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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)
PhiloSmith Capital
4326
PhiloSmith Capital
Connecticut
$360M +$281K +0.1% 0.47% 47% 23 0% 7
Owls Nest Partners IA
4327
Owls Nest Partners IA
Pennsylvania
$360M -$62.5M -15% 8.92% 105% 19 36.84% 2.3
Bridge Creek Capital Management
4328
Bridge Creek Capital Management
Massachusetts
$360M +$19.2M +6% 8.79% 76.5% 117 5.98% 6.3
PCJ Investment Counsel
4329
PCJ Investment Counsel
Ontario, Canada
$359M +$66.7M +23% 23.2% 164% 74 25.68% 3
Opal Wealth Advisors
4330
Opal Wealth Advisors
New York
$359M -$1.19M -0.3% 5.95% 62.3% 574 67.07% 2.2
Centennial Wealth Advisory
4331
Centennial Wealth Advisory
Michigan
$359M +$44.9M +14% 5.89% 63% 161 7.45% 1.8
Hunting Hill Global Capital
4332
Hunting Hill Global Capital
New York
$359M -$7.78M -2% 21.6% 132% 152 34.87% 0.9
EdgeRock Capital
4333
EdgeRock Capital
Colorado
$359M +$43.1M +14% 6.89% 71.3% 126 17.46% 1
Science & Technology Partners
4334
Science & Technology Partners
New York
$359M -$22.7M -6% 36.7% – 51 66.67% 0.3
Butensky & Cohen Financial Security
4335
Butensky & Cohen Financial Security
Florida
$359M +$22.7M +7% 7.9% 81% 97 6.19% 6.2
BLKBRD Asset Management
4336
BLKBRD Asset Management
Connecticut
$359M +$181M +102% 14.3% – 32 56.25% 0.2
Prasad Wealth Partners
4337
Prasad Wealth Partners
Ohio
$359M +$17.2M +5% 6.47% – 146 19.86% 0.6
Skaana Management
4338
Skaana Management
New York
$359M +$28.6M +9% 11.4% 269% 200 27% 0.9
Westbourne Investment Advisors
4339
Westbourne Investment Advisors
Maryland
$359M +$29.1M +9% 9.5% 107% 121 15.7% 3.5
BPIA
4340
Broad Peak Investment Advisers
Singapore
$359M +$37.7M +12% 42% – 20 60% 0.2
Vista Investment Partners
4341
Vista Investment Partners
Oklahoma
$358M +$11.4M +3% 8.01% 112% 166 13.25% 1.3
MKC
4342
M. Kraus & Co
Vermont
$358M +$17.5M +5% 7.68% 65.9% 84 2.38% 6.3
Umpqua Bank
4343
Umpqua Bank
Oregon
$358M +$29.5M +9% 8.45% – 169 11.24% 1.3
Sara-Bay Financial
4344
Sara-Bay Financial
Florida
$358M +$78.3M +28% 31.6% 233% 89 24.72% 2.8
Truffle Hound Capital
4345
Truffle Hound Capital
Maryland
$357M -$33.3M -9% 9.46% – 63 26.98% 0.5
Aikya Investment Management
4346
Aikya Investment Management
United Kingdom
$357M +$23.7M +7% 11% – 4 0% 1.4
Ruedi Wealth Management
4347
Ruedi Wealth Management
Illinois
$357M +$20.1M +6% 5.56% 44.9% 55 3.64% 2.5
Evernest Financial Advisors
4348
Evernest Financial Advisors
Indiana
$357M +$47.9M +15% 8.11% – 197 17.77% 2.3
Haverford Financial Services
4349
Haverford Financial Services
Pennsylvania
$356M +$18.5M +5% 8.08% 57.9% 45 4.44% 6.1
Fairway Wealth
4350
Fairway Wealth
Ohio
$356M +$43.6M +14% 6.05% 51.5% 199 31.16% 1.1