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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)
Jacobsen Capital Management
4601
Jacobsen Capital Management
Utah
$218M +$6.59M +3% 6.81% 97.3% 54 1.85% 2.3
Forager Capital Management
4602
Forager Capital Management
Alabama
$218M +$11.8M +6% 9.47% 52.6% 14 14.29% 0.2
Peachtree Investment Partners
4603
Peachtree Investment Partners
Florida
$218M -$20.7M -9% 5.73% 92.2% 118 21.19% 1.9
Bullseye Asset Management
4604
Bullseye Asset Management
Colorado
$217M -$34.6M -14% 6.58% 81% 94 4.26% 1.7
Castle Rock Wealth Management
4605
Castle Rock Wealth Management
California
$217M -$27.9M -11% 0.58% 115% 263 16.35% 1.3
BE
4606
Bonness Enterprises
District of Columbia
$217M +$815K +0.4% 2.33% 98.6% 41 2.44% 8
Townsend & Associates
4607
Townsend & Associates
Colorado
$217M +$34.6M +19% 1.9% 58% 83 21.69% 2.2
CHA
4608
Carmichael Hill & Associates
Maryland
$217M -$5.66M -3% 2.48% 39.7% 858 9.09% 2
Q3 Asset Management
4609
Q3 Asset Management
Michigan
$217M -$18.1M -8% 1.97% 96.2% 70 84.29% 0.3
Riverview Capital Advisers
4610
Riverview Capital Advisers
Massachusetts
$217M -$7.59M -3% 2.79% 84.8% 108 13.89% 0.2
GA
4611
Gagnon Advisors
New York
$217M -$34.7M -14% 7.19% 129% 35 8.57% 3.6
Tri-Star Advisors
4612
Tri-Star Advisors
Texas
$217M -$21.5M -9% 3.71% 3.07% 59 22.03% 1.1
IRON Financial
4613
IRON Financial
Illinois
$217M -$7.2M -3% 3.34% 60.6% 133 30.08% 2.3
GCM
4614
Gabalex Capital Management
New York
$217M -$18.5M -8% 2.05% 24.9% 18 16.67% 4.5
Atlas FRM
4615
Atlas FRM
Connecticut
$217M -$8.37M -4% 3.18% 38.9% 8 37.5% 0.2
AAFMAA Wealth Management & Trust
4616
AAFMAA Wealth Management & Trust
North Carolina
$217M -$12.7M -6% 6.5% 62.3% 71 9.86% 1.1
Sendero Wealth Management
4617
Sendero Wealth Management
Texas
$217M -$8.33M -4% 4.78% 99.2% 87 17.24% 0.2
Wiser Wealth Management
4618
Wiser Wealth Management
Georgia
$217M +$12.1M +6% 5.1% 53% 32 18.75% 1.1
Lorne Steinberg Wealth Management
4619
Lorne Steinberg Wealth Management
Canada
$217M -$16M -7% 2.44% 83.4% 69 17.39% 1
Acima Private Wealth
4620
Acima Private Wealth
Virginia
$217M -$15.9M -7% 3.33% 51.1% 247 7.29% 2.7
Worth Venture Partners
4621
Worth Venture Partners
New Jersey
$217M +$14.7M +7% 4.88% 105% 169 33.73% 0.6
SC
4622
Serenity Capital
California
$216M +$3.55M +2% 11.6% – 3 33.33% 1.9
Tiemann Investment Advisors
4623
Tiemann Investment Advisors
California
$216M -$20.3M -9% 3.92% 77% 233 12.45% 4.9
Colton Groome Financial Advisors
4624
Colton Groome Financial Advisors
North Carolina
$216M -$29.8M -12% 4.61% 65.8% 140 45% 1.1
KCS Wealth Advisory
4625
KCS Wealth Advisory
California
$216M -$32.9M -13% 2.38% 45.3% 172 15.12% 2.7