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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)
KLC
4526
Kent Lake Capital
Nevada
$218M +$69.8M +47% 14.6% 92.1% 60 58.33% 0.4
Strategic Family Wealth Counselors
4527
Strategic Family Wealth Counselors
New Jersey
$218M +$6.38M +3% 3.98% 72.3% 112 6.25% 2.6
Beaconlight Capital
4528
Beaconlight Capital
New York
$217M +$28.2M +15% 11.3% 282% 35 40% 1
Retirement Capital Strategies
4529
Retirement Capital Strategies
California
$217M +$11.6M +6% 5.11% 59% 72 59.72% 1.8
LA
4530
LFL Advisers
Illinois
$217M -$5.64M -3% 0.85% 83% 11 0% 5
HH
4531
HWG Holdings
Texas
$217M +$42.2M +24% 17.4% – 160 41.88% 1.7
FP
4532
Fiduciary Planning
Florida
$217M +$6.09M +3% 1.6% 71.4% 44 6.82% 1.9
Legacy CG
4533
Legacy CG
Texas
$217M +$19.3M +10% 5.99% 61.2% 56 46.43% 0.7
Rivermont Capital Management
4534
Rivermont Capital Management
New York
$217M +$35.4M +19% 13.2% 555% 25 40% 0.3
NKCFO LLC
4535
NKCFO LLC
Illinois
$217M +$9.6M +5% 5.53% 211% 107 32.71% 1.3
AlphaMark Advisors
4536
AlphaMark Advisors
Kentucky
$217M -$5.69M -3% 4.85% 26.4% 671 10.58% 3.7
MVM Partners
4537
MVM Partners
Massachusetts
$217M -$2.89M -1% 0.69% 77.3% 3 0% 0.5
Reverence Capital Partners
4538
Reverence Capital Partners
New York
$217M -$22M -9% 5.1% 5.38% 2 0% 1
Blue Zone Wealth Advisors
4539
Blue Zone Wealth Advisors
California
$217M +$29.7M +16% 8.02% 91.1% 87 14.94% 2.2
VELA Investment Management
4540
VELA Investment Management
Ohio
$217M -$3.18M -1% 5.98% 56.8% 142 10.56% 1.1
Augustine Asset Management
4541
Augustine Asset Management
Florida
$216M +$14.5M +7% 10.7% 316% 111 9.01% 3.2
Malaga Cove Capital
4542
Malaga Cove Capital
California
$216M +$14.1M +7% 11.5% 97.3% 167 15.57% 2.3
Quantum Private Wealth
4543
Quantum Private Wealth
Florida
$216M +$31.7M +17% 17.9% 240% 200 14% 1.3
FNWM
4544
Financial Network Wealth Management
Utah
$216M +$14.4M +7% 8.02% – 106 13.21% 1.8
Next Capital Management
4545
Next Capital Management
New York
$216M +$8.83M +4% 7.84% 61.3% 130 12.31% 2.5
SQN Investors
4546
SQN Investors
California
$216M -$11.1M -5% 15.5% – 20 40% 1.4
DRP
4547
Decade Renewable Partners
Texas
$216M -$57.6M -21% 0.52% – 46 52.17% 0.3
Vienna Insurance Group
4548
Vienna Insurance Group
Poland
$216M +$45.5M +27% 9.13% 188% 90 4.44% 0.6
HCM
4549
Highlander Capital Management
New Jersey
$216M +$11.5M +6% 6.33% 34.4% 712 8.85% 4.8
Benchmark Financial Wealth Advisors
4550
Benchmark Financial Wealth Advisors
Florida
$216M +$21.1M +11% 6.45% 81.6% 76 15.79% 2.4