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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)
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
4351
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$104M +$3.29M +3% 2.16% 80.8% 37 21.62% 1.5
Penbrook Management
4352
Penbrook Management
New York
$104M +$3.95M +4% 6.8% 107% 113 11.5% 3.1
Planning Directions
4353
Planning Directions
Pennsylvania
$104M +$1.46M +1% 0.87% 46.3% 55 9.09% 0.2
New Potomac Partners
4354
New Potomac Partners
Maryland
$104M +$1.62M +2% 1.85% 37.2% 154 7.79% 0.5
Diamant Asset Management
4355
Diamant Asset Management
Connecticut
$103M +$1.44M +1% 3.28% 66.9% 81 6.17% 0.5
Beacon Wealthcare Inc
4356
Beacon Wealthcare Inc
North Carolina
$103M +$6.31M +7% 1.23% 31.6% 7 0% 0.5
SSCM
4357
Summit Street Capital Management
New York
$103M +$2.25M +2% 7.27% 217% 33 6.06% 1.5
Woodard & Company Asset Management Group
4358
Woodard & Company Asset Management Group
North Carolina
$103M +$1M +1% 3.16% 84.8% 228 11.4% 0.5
CC
4359
Cambrian Capital
California
$103M +$25.5M +33% 14.6% 17.3% 38 10.53% 2.4
LI
4360
Longer Investments
Arkansas
$103M +$11.6M +13% 1.68% 20.4% 35 28.57% 2.8
Pinnacle Wealth Planning Services
4361
Pinnacle Wealth Planning Services
Ohio
$103M +$5.73M +6% 2.34% 82.1% 190 12.63% 0.4
Luzich Partners
4362
Luzich Partners
Nevada
$103M +$1.03M +1% 9.96% – 16 43.75% 1.1
FCM
4363
Force Capital Management
New York
$103M +$7.84M +8% 7.66% 72.7% 30 13.33% 1.9
Aevitas Wealth Management
4364
Aevitas Wealth Management
Massachusetts
$103M +$2.62M +3% 3.18% 36.4% 502 20.32% 0.5
Providence Wealth Advisors
4365
Providence Wealth Advisors
Illinois
$103M +$35.2M +52% 1.46% 112% 93 33.33% 0.2
Quadrant Private Wealth Management
4366
Quadrant Private Wealth Management
Pennsylvania
$103M +$26.2M +34% 5.73% 87.9% 101 17.82% 0.4
Stone House Capital Management
4367
Stone House Capital Management
Florida
$103M +$15.1M +17% 19.2% 151% 2 0% 1.5
HC Financial Advisors
4368
HC Financial Advisors
California
$103M +$1.28M +1% 2.4% 31.2% 70 7.14% 0.5
Mountain Capital Investment Advisors
4369
Mountain Capital Investment Advisors
Colorado
$102M +$10.3M +11% 0.43% 63.3% 46 34.78% 0.5
Broadview Financial Management
4370
Broadview Financial Management
Wisconsin
$102M +$1.18M +1% 1.11% 52.4% 38 5.26% 0.5
JVL Associates
4371
JVL Associates
Michigan
$102M +$2.59M +3% 1.5% 81% 37 5.41% 0.5
Vista Investment Management
4372
Vista Investment Management
Pennsylvania
$102M +$6.84M +7% 2.37% 54.4% 144 9.72% 0.5
Florin Court Capital
4373
Florin Court Capital
United Kingdom
$102M +$30.6M +43% 1.8% 108% 28 42.86% 0.8
Yorktown Energy Partners XI
4374
Yorktown Energy Partners XI
New York
$102M +$12.1M +13% 16.2% 105% 3 33.33% 1.4
Cordasco Financial Network
4375
Cordasco Financial Network
Florida
$102M +$8.96M +10% 2.83% 31.1% 405 33.09% 1.9