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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)
Chase Investment Counsel
4826
Chase Investment Counsel
Virginia
$181M +$17.4M +11% 14.4% 350% 111 31.53% 1.7
Transatlantique Private Wealth
4827
Transatlantique Private Wealth
New York
$181M +$13.7M +8% 7.44% 88.6% 211 18.01% 0.6
Cerro Pacific Wealth Advisors
4828
Cerro Pacific Wealth Advisors
California
$181M -$7.64M -4% 6.89% – 167 20.96% 1.5
Harbour Investment Management
4829
Harbour Investment Management
Washington
$181M +$7.15M +4% 5.62% 58.8% 73 4.11% 7
venBio Partners
4830
venBio Partners
California
$180M -$142M -44% 23.5% 564% 7 14.29% 2
Aegon USA Investment Management
4831
Aegon USA Investment Management
Iowa
$180M +$6.8M +4% 3.23% 44.9% 46 13.04% 1.9
Whelan Financial
4832
Whelan Financial
California
$180M +$14.6M +9% 5.32% 64.6% 30 6.67% 1
ACM
4833
Altium Capital Management
New York
$180M -$16.6M -8% 8.33% – 128 55.47% 0.6
SLA
4834
Silver Lake Advisory
Utah
$180M +$16.1M +10% 1.51% 76.7% 94 43.62% 3.5
Greencape Capital
4835
Greencape Capital
Australia
$180M +$102M +131% 79.4% 98.1% 2 0% 3.3
Corbin Capital Partners
4836
Corbin Capital Partners
New York
$180M -$149M -45% 9.2% 87.7% 109 35.78% 1.1
Bill Few Associates
4837
Bill Few Associates
Pennsylvania
$180M +$10.6M +6% 6.22% 91.5% 138 10.14% 1
Axiom Financial Strategies
4838
Axiom Financial Strategies
Indiana
$180M +$20.6M +13% 3.61% 54.5% 40 17.5% 2.3
Landmark Wealth Management (New York)
4839
Landmark Wealth Management (New York)
New York
$180M +$41.5M +30% 4.55% 42.7% 72 12.5% 0.7
DGS Capital Management
4840
DGS Capital Management
New Jersey
$180M +$26.8M +18% 22.7% 177% 235 12.34% 0.9
FSB Premier Wealth Management
4841
FSB Premier Wealth Management
Iowa
$180M -$2.82M -2% 3.47% 53.9% 160 18.13% 1.5
Powell Investment Advisors
4842
Powell Investment Advisors
Florida
$180M +$7.42M +4% 4.85% 82.4% 142 14.79% 2.1
Lightspeed Opportunity Fund
4843
Lightspeed Opportunity Fund
California
$179M – – 23.1% – 2 – 0
PCM
4844
Perritt Capital Management
Illinois
$179M +$4.08M +2% 9.68% 80.9% 303 6.6% 2.8
West Branch Capital
4845
West Branch Capital
Massachusetts
$179M +$17.6M +11% 14.9% 156% 471 7.01% 2
SWMG LLC
4846
SWMG LLC
Texas
$179M +$14M +8% 5.55% 68.7% 97 27.84% 1
SV
4847
Stilwell Value
New York
$179M +$46.2M +35% 3.61% 87.9% 46 23.91% 3.6
E Fund Management (HK)
4848
E Fund Management (HK)
Hong Kong
$179M +$61.6M +52% 8.7% 163% 31 32.26% 1.7
Zoom Communications
4849
Zoom Communications
California
$179M +$39.2M +28% 31.9% 10.7% 3 0% 1.1
BNC Wealth Management
4850
BNC Wealth Management
Oregon
$179M +$9.9M +6% 12.8% 204% 125 32% 1.4