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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)
Chiron Capital Management
4901
Chiron Capital Management
Florida
$149M -$9.7M -6% 5.52% – 131 12.21% 1.3
Peachtree Investment Partners
4902
Peachtree Investment Partners
Florida
$149M -$11.5M -7% 2.98% 92.2% 100 14% 2.4
Santori & Peters Inc
4903
Santori & Peters Inc
Pennsylvania
$149M -$6.08M -4% 2.07% 88% 50 12% 3.4
HST Ventures
4904
HST Ventures
Utah
$149M +$320K +0.2% 4.92% 8.24% 37 54.05% 0.3
Waycross Partners
4905
Waycross Partners
Kentucky
$149M -$1.95M -1% 3.04% 87.7% 92 22.83% 1.2
Financial Insights
4906
Financial Insights
Washington
$149M +$50.1M +51% 5.31% 71.9% 128 39.84% 1.7
Hudson Value Partners
4907
Hudson Value Partners
Florida
$149M -$9.06M -6% 5.02% 124% 105 8.57% 1.5
Vishria Bird Financial Group
4908
Vishria Bird Financial Group
Tennessee
$149M -$1.74M -1% 4.36% 74.3% 60 10% 2.4
Vantage Financial Partners (Wisconsin)
4909
Vantage Financial Partners (Wisconsin)
Wisconsin
$148M -$21M -12% 4.99% 53.8% 65 16.92% 0.6
Baron Financial Group
4910
Baron Financial Group
New Jersey
$148M -$2.81M -2% 5.01% 55.5% 217 80.65% 1.7
Autumn Glory Partners
4911
Autumn Glory Partners
Texas
$148M +$13.1M +10% 5.09% 69.5% 171 20.47% 0.6
Bickling Financial Services
4912
Bickling Financial Services
Massachusetts
$148M -$9.28M -6% 5.4% – 121 5.79% 1.5
I2I
4913
Insight 2811 Inc
Illinois
$148M -$5.02M -3% 3.18% 30.8% 87 10.34% 3.6
Concorde Financial
4914
Concorde Financial
Texas
$148M +$58.7M +66% 2% 81.3% 64 51.56% 0.4
LWMM
4915
Legacy Wealth Management (Mississippi)
Mississippi
$148M -$16.4M -10% 3.77% 89.1% 84 11.9% 2.2
DL
4916
DOHJ LLC
Washington
$148M -$27.6M -16% 5.02% 51.5% 86 15.12% 2.1
Cabot-Wellington
4917
Cabot-Wellington
Massachusetts
$148M -$15.2M -9% 6.57% 65% 8 25% 4.5
IGYL
4918
I.G.Y. Ltd
United Kingdom
$148M +$1.35M +0.9% 1.84% 80.5% 3 0% 2.5
Ursa Fund Management
4919
Ursa Fund Management
California
$148M -$439M -75% 26.3% 93.5% 46 84.78% 0.1
Advisor Resource Council
4920
Advisor Resource Council
Texas
$148M -$931M -86% 2.21% 74.7% 543 74.59% 0.9
QVIDTVM Management
4921
QVIDTVM Management
Texas
$148M -$3.38M -2% 2.49% 19.5% 15 33.33% 0.5
O'Keefe Stevens Advisory
4922
O'Keefe Stevens Advisory
New York
$148M -$15.4M -9% 9.05% 208% 39 12.82% 3.8
CNB Bank
4923
CNB Bank
Pennsylvania
$148M -$6.79M -4% 5.71% 91.6% 505 12.87% 3
Bill Few Associates
4924
Bill Few Associates
Pennsylvania
$148M -$8.69M -6% 5.13% 91.5% 120 6.67% 0.7
Thrive Capital Management (Pennsylvania)
4925
Thrive Capital Management (Pennsylvania)
Pennsylvania
$148M +$3.34M +2% 6.03% 58.2% 120 21.67% 0.9