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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)
Grey Fox Wealth Advisors
4651
Grey Fox Wealth Advisors
Delaware
$199M +$5.11M +3% 3.52% 41.9% 105 10.48% 0.6
Greenhaven Road Investment Management
4652
Greenhaven Road Investment Management
Connecticut
$199M +$1.93M +1% 5.36% 70.2% 36 30.56% 1.6
Cota Capital Management
4653
Cota Capital Management
California
$199M -$286K -0.1% 3.09% 46% 13 30.77% 2.4
Vesa Equity Investment
4654
Vesa Equity Investment
Luxembourg
$199M -$112M -36% 36% 2.97% 1 0% 2.8
Newbridge Financial Services Group
4655
Newbridge Financial Services Group
Florida
$199M -$5.53M -3% 3.12% 189% 1,431 15.65% 2.1
Davide Leone & Partners Investment Company
4656
Davide Leone & Partners Investment Company
United Kingdom
$199M -$176M -47% 6.41% 64.1% 8 62.5% 1.4
Oxler Private Wealth
4657
Oxler Private Wealth
New York
$199M -$11.1M -5% 3.26% 119% 90 1.11% 2.4
Monterey Private Wealth
4658
Monterey Private Wealth
California
$199M -$7.52M -4% 3.61% 29.8% 105 10.48% 2.8
FSM Wealth Advisors
4659
FSM Wealth Advisors
Ohio
$199M -$570K -0.3% 3.11% 68.4% 173 21.39% 1
Boothe Investment Group
4660
Boothe Investment Group
Delaware
$199M +$9.9M +5% 2.81% 75.6% 37 18.92% 1.7
Invesco LLC (Illinois)
4661
Invesco LLC (Illinois)
Illinois
$199M -$4.8M -2% 1% 122% 164 10.98% 0.2
SFA
4662
Spectrum Financial Alliance
Kentucky
$198M -$12M -6% 6.01% 187% 15 20% 2.8
Townsend Asset Management
4663
Townsend Asset Management
North Carolina
$198M -$10.5M -5% 3.57% 88.5% 205 10.73% 2.9
BigSur Wealth Management
4664
BigSur Wealth Management
Florida
$198M -$10.9M -5% 2.42% 94.8% 126 12.7% 3.8
Beech Hill Advisors
4665
Beech Hill Advisors
New York
$198M -$7.4M -4% 3.78% 105% 89 5.62% 4.5
First Bankers Trust
4666
First Bankers Trust
Kentucky
$198M -$5.97M -3% 3.41% 78.9% 120 6.67% 6.8
CC
4667
Corton Capital
Ontario, Canada
$198M -$14.9M -7% 4.08% 225% 567 52.91% 0.4
Old West Investment Management
4668
Old West Investment Management
California
$198M +$7.03M +4% 7.83% 242% 47 21.28% 3.3
Reston Wealth Management
4669
Reston Wealth Management
Virginia
$198M -$12.1M -6% 3.58% 66.4% 55 20% 3.2
MTM Investment Management
4670
MTM Investment Management
South Carolina
$198M -$6.82M -3% 2.9% 87.7% 266 6.77% 2.3
ITIM
4671
Indiana Trust & Investment Management
Indiana
$198M +$2.12M +1% 3.29% 114% 451 77.61% 1.7
SGH
4672
Sivik Global Healthcare
Connecticut
$198M -$230M -54% 7.37% 83.8% 45 31.11% 2.5
SC
4673
Schulhoff & Co
Ohio
$198M -$17.2M -8% 3.57% 51.8% 123 6.5% 7.2
Bridge City Capital
4674
Bridge City Capital
Oregon
$198M -$13.4M -6% 3% 120% 102 12.75% 4
Madison Wealth Partners
4675
Madison Wealth Partners
Wisconsin
$198M -$16.3M -8% 3.93% 66.9% 97 7.22% 1.8