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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)
Consonance Capital Management
4776
Consonance Capital Management
New York
$183M -$648M -78% 2.5% 314% 36 63.89% 0.4
Salem Capital Management
4777
Salem Capital Management
Massachusetts
$183M +$85K +0% 0.62% 32.3% 76 7.89% 5.5
Compass Financial Group (Florida)
4778
Compass Financial Group (Florida)
Florida
$182M -$12M -6% 0.34% 44.1% 35 20% 2.3
PCM
4779
Perritt Capital Management
Illinois
$182M -$9.34M -5% 2.02% 80.9% 207 7.73% 3.8
Levy Wealth Management Group
4780
Levy Wealth Management Group
Pennsylvania
$182M +$8.26M +5% 0.29% 21.1% 72 11.11% 0.7
Valtinson Bruner Financial Planning
4781
Valtinson Bruner Financial Planning
Minnesota
$182M +$7.12M +4% 0.16% 36.2% 97 15.46% 1.3
Ceera Investments
4782
Ceera Investments
Texas
$182M +$50.1M +38% 1.11% 47.9% 71 26.76% 0.4
G&S Capital
4783
G&S Capital
Colorado
$182M -$8.9M -5% 0.71% 85.6% 118 27.12% 1.4
New Capital Management
4784
New Capital Management
Texas
$182M – – 0.65% 55.4% 42 – 3
Prosight Management
4785
Prosight Management
Texas
$182M +$21.8M +14% 3.33% 39.5% 60 51.67% 0.7
Insight Folios
4786
Insight Folios
North Carolina
$182M +$11.5M +7% 4.49% 32.9% 124 40.32% 0.6
Hudson Value Partners
4787
Hudson Value Partners
Florida
$182M +$619K +0.3% 0.16% 124% 117 5.98% 0.7
Mark Sheptoff Financial Planning
4788
Mark Sheptoff Financial Planning
Connecticut
$182M -$4.9M -3% 0.67% 92.4% 440 14.09% 3.8
St. Johns Investment Management
4789
St. Johns Investment Management
Florida
$182M -$2.48M -1% 0.36% 91.9% 221 22.17% 4.5
Keystone Wealth Partners
4790
Keystone Wealth Partners
Arizona
$181M +$13.8M +8% 0.68% – 30 30% 0.6
Orser Capital Management
4791
Orser Capital Management
Texas
$181M -$13.1M -7% 1.45% 128% 101 18.81% 1.7
Truvestments Capital
4792
Truvestments Capital
Florida
$181M -$925K -0.5% 2.98% 131% 669 13.3% 1.1
AFP
4793
Advus Financial Partners
Florida
$181M – – 0.22% 56.5% 108 – 0
JLP Asset Management
4794
JLP Asset Management
New York
$181M -$5.05M -3% 0.35% 16.1% 33 9.09% 1.8
SL
4795
SIB LLC
New York
$181M +$2.29M +1% 2.77% 29.2% 21 4.76% 5.9
Wealth Advisors of Tampa Bay
4796
Wealth Advisors of Tampa Bay
Florida
$181M +$1.35M +0.8% 0.17% 86.2% 83 4.82% 2.4
Adalta Capital Management
4797
Adalta Capital Management
New York
$181M -$2.97M -2% 0.69% 80.4% 99 8.08% 2.2
Altman Advisors
4798
Altman Advisors
Illinois
$181M +$3.61M +2% 2.51% 127% 84 13.1% 1.7
Gunma Bank
4799
Gunma Bank
Japan
$180M +$29.1M +19% 0.75% 24.5% 52 32.69% 1.1
EVR Research
4800
EVR Research
Virginia
$180M +$8.11M +5% 0.02% 165% 38 52.63% 0.3