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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)
OmniStar Financial Group
4526
OmniStar Financial Group
North Carolina
$98M -$33.1M -25% 8.62% 67.1% 153 43.79% 0.7
Rings Capital Management
4527
Rings Capital Management
Illinois
$97.9M – – 14.3% 40.9% 5 – 0
Old North State Trust
4528
Old North State Trust
North Carolina
$97.9M -$8.07M -8% 9.37% – 394 7.87% 0.2
TM
4529
Titan Managers
Arizona
$97.8M – – 0.28% 2.57% 10 – 0
Aevitas Wealth Management
4530
Aevitas Wealth Management
Massachusetts
$97.8M -$12.7M -11% 9.71% 36.4% 485 24.12% 0.9
JSF Financial
4531
JSF Financial
California
$97.6M – – 13.5% 91% 57 – 0
Acorn Wealth Advisors
4532
Acorn Wealth Advisors
Michigan
$97.6M -$3.74M -4% 10.1% 58.8% 123 11.38% 0.9
DIS
4533
Diversified Investment Strategies
Louisiana
$97.5M -$13.8M -12% 10.8% 86% 41 17.07% 3.6
Alight Capital Management
4534
Alight Capital Management
New York
$97.5M – – 15.1% 466% 38 – 0
Quad-Cities Investment Group
4535
Quad-Cities Investment Group
Iowa
$97.4M -$16.3M -14% 12.8% 67.3% 918 9.37% 0.5
HPS Investment Partners
4536
HPS Investment Partners
New York
$97.3M – – 35.5% 55.9% 8 – 0
Yorktown Energy Partners IX
4537
Yorktown Energy Partners IX
New York
$97.2M -$86.5M -47% 43.3% 67.3% 2 0% 1.9
Vista Investment Management
4538
Vista Investment Management
Pennsylvania
$97.1M -$16.1M -14% 12% 54.4% 148 14.19% 0.9
HIC
4539
Harbor Island Capital
Massachusetts
$97.1M -$16.9M -15% 14.6% 231% 19 5.26% 1
Albar Capital
4540
Albar Capital
United Kingdom
$97M – – 7.63% 163% 16 – 0
Capital Insight Partners
4541
Capital Insight Partners
Arizona
$96.9M -$16.8M -15% 12.8% 51.7% 80 7.5% 2
MCM
4542
Maxim Capital Management
California
$96.8M – – 7.48% – 27 – 0
TLW Wealth Management
4543
TLW Wealth Management
Florida
$96.8M – – 10.6% 82.9% 23 – 0
Sanctuary Wealth Management
4544
Sanctuary Wealth Management
Idaho
$96.8M -$18.5M -16% 10.6% – 24 16.67% 0.7
Tower View Wealth Management
4545
Tower View Wealth Management
Wisconsin
$96.8M -$17.6M -15% 13.4% 132% 167 20.36% 0.8
ShawSpring Partners
4546
ShawSpring Partners
Massachusetts
$96.6M – – 23.6% 3.53% 3 – 0
MorganRosel Wealth Management
4547
MorganRosel Wealth Management
Colorado
$96.6M – – 12.7% 67.5% 65 – 0
Security National Bank of Sioux City Iowa
4548
Security National Bank of Sioux City Iowa
Iowa
$96.6M -$16.7M -15% 12.6% 61% 94 23.4% 3.3
Kendall Capital Management
4549
Kendall Capital Management
Maryland
$96.6M -$20.9M -18% 13.3% 120% 117 14.53% 0.8
Smart Money Group
4550
Smart Money Group
Texas
$96.5M -$13.6M -12% 12.9% 58.9% 64 21.88% 0.7