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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)
Audent Global Asset Management
5026
Audent Global Asset Management
California
$183M -$56.5M -24% 4.78% 112% 52 17.31% 0.2
KCM
5027
Kempner Capital Management
Texas
$183M +$12.9M +8% 0.55% 60.9% 62 27.42% 3.5
Vista Investment Management
5028
Vista Investment Management
Pennsylvania
$183M -$1.71M -0.9% 3.69% 54.4% 176 13.07% 3.1
Pacific Sun Financial
5029
Pacific Sun Financial
California
$183M -$4.87M -3% 5.1% 70.3% 188 6.91% 2.8
TRB Advisors
5030
TRB Advisors
New York
$182M -$128M -41% 4.68% 64% 8 25% 4.7
Constitution Capital
5031
Constitution Capital
Connecticut
$182M -$5.16M -3% 4.16% 91.1% 72 15.28% 1
Truvestments Capital
5032
Truvestments Capital
Florida
$182M -$16.8M -8% 2.16% 131% 623 71.75% 2.2
Total Clarity Wealth Management
5033
Total Clarity Wealth Management
Illinois
$182M -$38M -17% 2.1% 73.2% 1,001 79.42% 1.2
Fortis Advisors
5034
Fortis Advisors
Pennsylvania
$182M +$10M +6% 0.93% 72.8% 312 18.91% 1.9
Iron Horse Wealth Management
5035
Iron Horse Wealth Management
Iowa
$182M +$4.18M +2% 4.06% 29.1% 278 22.3% 1
FP
5036
Fiduciary Planning
Florida
$182M +$4.39M +2% 3.7% 71.4% 48 20.83% 1.2
Tyler-Stone Wealth Management
5037
Tyler-Stone Wealth Management
Ohio
$182M -$7.16M -4% 1.81% – 987 16.92% 0.2
Mountaineer Partners Management
5038
Mountaineer Partners Management
New York
$182M -$1.93M -1% 23.6% 158% 21 47.62% 1
BOCM
5039
Bontempo Ohly Capital Management
Maryland
$182M -$12M -6% 1.87% 49.6% 37 24.32% 3.5
GPM Growth Investors
5040
GPM Growth Investors
Michigan
$182M -$19.1M -10% 5.18% – 38 18.42% 1.6
Tabor Asset Management
5041
Tabor Asset Management
New York
$182M +$13.2M +8% 11.9% 214% 51 66.67% 0.4
First City Capital Management
5042
First City Capital Management
Georgia
$182M +$3.69M +2% 0.01% 86.4% 173 6.36% 4.7
Burton Enright Welch
5043
Burton Enright Welch
California
$181M +$31.7M +21% 1.51% 62.8% 64 14.06% 0.2
Diametric Capital
5044
Diametric Capital
Massachusetts
$181M +$50.6M +39% 0.41% 175% 327 72.78% 0.3
Greenup Street Wealth Management
5045
Greenup Street Wealth Management
Michigan
$181M +$11M +6% 5.16% 69.8% 102 36.27% 0.2
Deane Retirement Strategies
5046
Deane Retirement Strategies
Louisiana
$181M -$8.38M -4% 4.45% 73.4% 68 44.12% 2.5
Sound Financial Strategies Group
5047
Sound Financial Strategies Group
Mississippi
$181M -$18.9M -9% 2.44% 26.4% 110 64.55% 0.8
Kelleher Financial Advisors
5048
Kelleher Financial Advisors
New York
$181M -$7.07M -4% 1.51% 72.4% 127 13.39% 3.3
Tieton Capital Management
5049
Tieton Capital Management
Washington
$181M +$2.43M +1% 5.26% 172% 34 8.82% 3.6
Vishria Bird Financial Group
5050
Vishria Bird Financial Group
Tennessee
$181M -$33.9M -16% 7.21% 74.3% 67 14.93% 2.1