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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)
Congress Park Capital
4676
Congress Park Capital
New York
$370M +$44.8M +14% 20.5% 99.9% 146 18.49% 3.7
Next Capital Management
4677
Next Capital Management
New York
$370M +$40.3M +12% 11.4% 61.3% 148 16.22% 3.2
Veracity Capital
4678
Veracity Capital
Georgia
$370M +$90.5M +32% 22.7% 149% 237 21.1% 3
B.O.S.S. Retirement Advisors
4679
B.O.S.S. Retirement Advisors
Utah
$370M +$42.3M +13% 13.8% 78.2% 195 30.26% 1.3
Gunderson Capital Management
4680
Gunderson Capital Management
South Carolina
$370M +$131M +55% 89.8% 961% 59 33.9% 0.5
Cypress Capital
4681
Cypress Capital
Tennessee
$370M +$18.4M +5% 7.73% 43.6% 115 19.13% 2.6
MLCM
4682
M & L Capital Management
United Kingdom
$370M -$36.9M -9% 102% – 27 66.67% 0.5
AYAL Capital Advisors
4683
AYAL Capital Advisors
Ontario, Canada
$370M +$830K +0.2% 22.8% – 78 71.79% 0.5
BC
4684
Bruce & Co
Illinois
$369M +$19.8M +6% 13.8% 94.5% 41 0% 7
Evexia Wealth
4685
Evexia Wealth
Wisconsin
$369M +$5.74M +2% 10.5% 95% 85 10.59% 1.9
Ceeto Capital Group
4686
Ceeto Capital Group
Florida
$369M +$43.6M +13% 17.6% 94.4% 183 15.3% 4.7
Odyssey Group
4687
Odyssey Group
Pennsylvania
$369M – – 10.6% – 61 – 0
Wealth Advisors of Iowa
4688
Wealth Advisors of Iowa
Iowa
$369M +$46M +14% 10.2% 60.9% 92 7.61% 2.3
Alta Wealth Advisors
4689
Alta Wealth Advisors
Massachusetts
$369M +$61M +20% 27.5% 120% 180 16.11% 2.2
General Electric
4690
General Electric
Ohio
$369M +$60.6M +20% 28.1% 23.2% 2 0% 2.1
Gold Investment Management
4691
Gold Investment Management
Alberta, Canada
$369M +$45.9M +14% 23.2% 117% 205 3.41% 2.4
Joule Financial
4692
Joule Financial
Kentucky
$369M +$25.5M +7% 10.1% 55.5% 122 11.48% 2.5
Symmetry Peak Management
4693
Symmetry Peak Management
Pennsylvania
$369M +$10.1M +3% 35.6% 320% 148 81.76% 0.2
Global Financial Private Client
4694
Global Financial Private Client
Florida
$369M +$63M +21% 18.9% 100% 259 13.9% 4
Commonwealth Retirement Investments
4695
Commonwealth Retirement Investments
Virginia
$368M +$45.2M +14% 13.9% 96.7% 419 70.88% 0.6
Battery Management Corp
4696
Battery Management Corp
Massachusetts
$368M -$57.5M -14% 0.92% 45.1% 5 0% 3.4
PhiloSmith Capital
4697
PhiloSmith Capital
Connecticut
$368M +$17.6M +5% 5.01% 47% 23 4.35% 7.6
Millstreet Capital Management
4698
Millstreet Capital Management
Massachusetts
$368M -$49.5M -12% 11% – 2 0% 1.5
Missouri Trust & Investment Company
4699
Missouri Trust & Investment Company
Missouri
$368M +$27.2M +8% 12% 81.6% 412 64.81% 4.1
Bain Capital Credit
4700
Bain Capital Credit
Massachusetts
$368M +$64.9M +21% 1.15% 14.4% 6 0% 3.2