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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)
Olympus Wealth Management
5101
Olympus Wealth Management
Utah
$195M +$20.2M +12% 9.11% 43.1% 23 52.17% 1
7G Capital Management
5102
7G Capital Management
New York
$195M +$14.2M +8% 8.75% 137% 10 40% 1.6
Red Spruce Capital
5103
Red Spruce Capital
Pennsylvania
$195M +$18.6M +11% 12% 98.4% 88 5.68% 3.2
Valtinson Bruner Financial Planning
5104
Valtinson Bruner Financial Planning
Minnesota
$195M +$11.8M +6% 8.47% 40.3% 114 4.39% 2.5
Strategic Value Partners
5105
Strategic Value Partners
Connecticut
$195M -$2.96M -1% 11.9% – 4 50% 2.7
Old West Investment Management
5106
Old West Investment Management
California
$195M -$3.6M -2% 14.4% 242% 45 20% 3.6
Weinberger Asset Management
5107
Weinberger Asset Management
California
$194M +$19M +11% 11.4% 89.6% 80 6.25% 1.5
May Barnhard Investments
5108
May Barnhard Investments
Maryland
$194M – – 12.3% 65.4% 82 – 0
NWK Group
5109
NWK Group
California
$194M +$31.4M +19% 18.7% 268% 70 24.29% 2.5
GIS
5110
Grayhawk Investment Strategies
Alberta, Canada
$194M +$45.2M +30% 10.8% 20.3% 242 41.74% 0.8
Vigilare Wealth Management
5111
Vigilare Wealth Management
Arizona
$194M +$37.5M +24% 6.24% 59.5% 100 19% 2.4
25 LLC
5112
25 LLC
Missouri
$194M +$30.1M +18% 9.55% 48.7% 46 21.74% 0.6
Thames Capital Management
5113
Thames Capital Management
New Jersey
$194M +$19.1M +11% 19.2% 1,177% 30 36.67% 2
Access Financial Services
5114
Access Financial Services
Minnesota
$194M +$27.1M +16% 8.53% 44.8% 93 15.05% 3.5
First Dallas Securities
5115
First Dallas Securities
Texas
$194M -$243M -56% 10.3% 163% 188 63.83% 2.1
TL Private Wealth
5116
TL Private Wealth
Texas
$194M +$19.3M +11% 8.66% 50.6% 47 19.15% 2.7
CVS Health
5117
CVS Health
Rhode Island
$194M +$6.73M +4% 9.4% 50% 9 33.33% 1.8
MY.Alpha Management HK Advisors
5118
MY.Alpha Management HK Advisors
Hong Kong
$193M -$27.2M -12% 15% 423% 17 64.71% 0.6
Sharper & Granite
5119
Sharper & Granite
California
$193M +$21M +12% 7.97% 50.8% 101 7.92% 0.9
Lunt Capital Management
5120
Lunt Capital Management
Utah
$193M +$3.51M +2% 3.98% 36.9% 90 21.11% 0.4
Wilshire Advisors
5121
Wilshire Advisors
California
$193M +$13M +7% 8.8% 118% 11 9.09% 2.5
Carolina Wealth Advisors
5122
Carolina Wealth Advisors
South Carolina
$193M +$15.9M +9% 12.7% 62% 273 11.72% 2.6
Kure Advisory
5123
Kure Advisory
Minnesota
$193M +$16.3M +9% 7.84% – 119 21.85% 0.2
Union Heritage Capital
5124
Union Heritage Capital
Michigan
$193M +$16.5M +9% 10% 82.1% 53 3.77% 2.6
Radcliff Management
5125
Radcliff Management
New York
$193M +$14.9M +8% 8.61% 47.6% 2 0% 2