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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)
Prostatis Group
4576
Prostatis Group
Maryland
$239M +$34.6M +17% 9.38% 72.9% 142 29.58% 1.2
Cabot-Wellington
4577
Cabot-Wellington
Massachusetts
$239M +$66.1M +38% 11.1% 73.1% 3 0% 6
Compass Rose Asset Management
4578
Compass Rose Asset Management
New York
$239M +$65.2M +37% 11.5% 41% 12 91.67% 0.1
KLCM
4579
KG&L Capital Management
Louisiana
$239M +$32M +15% 11.3% 91.9% 182 21.98% 2.4
BE
4580
Bonness Enterprises
District of Columbia
$239M +$20.8M +10% 11.2% 98.6% 40 5% 10
KM
4581
KP Management
Minnesota
$239M – – 18.5% – 83 – 0
Quantum Private Wealth
4582
Quantum Private Wealth
Florida
$239M +$30.1M +14% 17.1% 240% 191 10.99% 1.6
OLIO Financial Planning
4583
OLIO Financial Planning
Virginia
$239M +$25.8M +12% 9% 52.9% 57 15.79% 1.5
Tejara Capital
4584
Tejara Capital
United Kingdom
$239M +$62.3M +35% 7.71% 17.3% 79 34.18% 0.6
AYAL Capital Advisors
4585
AYAL Capital Advisors
Ontario, Canada
$239M – – 11.4% – 36 – 0
Strategic Family Wealth Counselors
4586
Strategic Family Wealth Counselors
New Jersey
$239M +$30.5M +15% 15.9% 83.8% 121 12.4% 2.8
Windward Private Wealth Management
4587
Windward Private Wealth Management
Kansas
$239M +$17.5M +8% 7.36% 35.5% 51 13.73% 2.5
Tranquility Partners
4588
Tranquility Partners
Tennessee
$239M +$5.24M +2% 11.9% 77.3% 216 10.65% 2.8
Game Creek Capital
4589
Game Creek Capital
Massachusetts
$239M +$77M +48% 11% 176% 70 18.57% 2.8
Red Lighthouse Investment Management
4590
Red Lighthouse Investment Management
New York
$239M +$26M +12% 11% 71.1% 98 4.08% 0.9
TFG Advisers
4591
TFG Advisers
Michigan
$238M +$25.5M +12% 11.5% 61.8% 206 9.22% 3.7
MCF
4592
MKA Charitable Fund
California
$238M – – 0.78% 17.1% 1 – 0
Hunting Hill Global Capital
4593
Hunting Hill Global Capital
New York
$238M -$61.8M -21% 7.42% 132% 162 59.26% 0.4
Avalon Capital Management
4594
Avalon Capital Management
California
$238M +$42.2M +22% 10.5% 163% 103 42.72% 1.4
SR One Capital Management
4595
SR One Capital Management
Pennsylvania
$238M +$43M +22% 58.4% 656% 6 16.67% 1.4
Richard W. Paul & Associates
4596
Richard W. Paul & Associates
Michigan
$238M +$19.5M +9% 11.5% 65.2% 546 14.65% 0.9
Selway Asset Management
4597
Selway Asset Management
$238M +$20.7M +10% 10.1% 36.5% 84 11.9% 4.9
Greenhaven Road Investment Management
4598
Greenhaven Road Investment Management
Connecticut
$238M +$38.6M +19% 18% 70.2% 28 28.57% 1.6
Bear Mountain Capital
4599
Bear Mountain Capital
Washington
$238M – – 8.89% 43% 235 – 0
Bishop & Co Investment Management
4600
Bishop & Co Investment Management
Pennsylvania
$238M -$1.99B -89% 10.7% 53.7% 24 100% 5.8