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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)
Platinum Equity
4901
Platinum Equity
California
$186M +$15.3M +9% 8.19% 52.7% 8 12.5% 1.1
Ategra Capital Management
4902
Ategra Capital Management
Virginia
$186M +$3.77M +2% 0.99% 114% 100 14% 2.6
MBE Wealth Management
4903
MBE Wealth Management
Wisconsin
$186M +$16.2M +10% 5.45% 66.5% 87 14.94% 1.8
Capasso Planning Partners
4904
Capasso Planning Partners
South Carolina
$186M +$15.5M +9% 5.19% 51.6% 106 15.09% 1.1
Highview Capital Management
4905
Highview Capital Management
Illinois
$186M +$12.6M +7% 6.08% 123% 103 13.59% 1.1
Red Spruce Capital
4906
Red Spruce Capital
Pennsylvania
$186M +$14.8M +9% 8.12% 98.4% 94 8.51% 2.8
Watchtower Advisors
4907
Watchtower Advisors
Connecticut
$186M +$31.6M +21% 12.6% 384% 18 55.56% 0.5
Olympus Wealth Management
4908
Olympus Wealth Management
Utah
$186M +$3.6M +2% 3.5% 43.1% 12 0% 1.5
Valtinson Bruner Financial Planning
4909
Valtinson Bruner Financial Planning
Minnesota
$186M +$10.4M +6% 5.49% 36.2% 118 12.71% 2.1
Heron Financial Group
4910
Heron Financial Group
New York
$186M +$4.19M +2% 5.03% 47.5% 147 5.44% 2.6
City State Bank
4911
City State Bank
Iowa
$185M +$10.5M +6% 4.72% 79.1% 725 8.69% 1.3
Foresight Global Investors
4912
Foresight Global Investors
New York
$185M +$45.8M +33% 2.68% 69.9% 44 31.82% 0.2
Pinnacle Family Advisors
4913
Pinnacle Family Advisors
Missouri
$185M +$21M +13% 9.91% 85.8% 118 33.9% 1.6
Brown Miller Wealth Management
4914
Brown Miller Wealth Management
Virginia
$185M +$16.3M +10% 9.3% 102% 128 13.28% 1.8
FSA Wealth Management
4915
FSA Wealth Management
Massachusetts
$185M +$13M +8% 6.74% – 50 16% 1.6
Lunt Capital Management
4916
Lunt Capital Management
Utah
$185M – – 0.79% 42% 79 – 0
Sterling Investment Counsel
4917
Sterling Investment Counsel
New York
$185M +$16.9M +10% 7.91% 93.8% 165 11.52% 1.2
Francis Financial
4918
Francis Financial
$185M +$37.5M +25% 5.2% 56.2% 49 20.41% 1.9
Samalin Investment Counsel
4919
Samalin Investment Counsel
New York
$185M +$19.2M +12% 5.01% 68.3% 296 18.24% 2
Hall Private Wealth Advisors
4920
Hall Private Wealth Advisors
North Carolina
$185M -$6.96M -4% 7.15% – 53 15.09% 1.5
CCMP Capital
4921
CCMP Capital
New York
$185M -$356M -66% 9.64% 12.3% 2 50% 2.3
RM
4922
Rudius Management
New York
$185M +$22.1M +14% 15.4% 8.92% 5 0% 2
Bridgefront Capital
4923
Bridgefront Capital
Texas
$185M +$20.9M +13% 4.65% 52.1% 721 84.74% 0.1
Mill Road Capital Management
4924
Mill Road Capital Management
Connecticut
$185M -$9.5M -5% 4.19% 85.1% 27 11.11% 2.4
Union Heritage Capital
4925
Union Heritage Capital
Michigan
$185M +$20.1M +12% 10% 82.1% 52 5.77% 2.1