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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)
Freedom Financial Partners
5101
Freedom Financial Partners
Minnesota
$281M +$5.89M +2% 0.57% – 93 11.83% 1
Owl Creek Wealth Partners
5102
Owl Creek Wealth Partners
Colorado
$281M – – 1.28% – 1,239 – 0
venBio Partners
5103
venBio Partners
California
$281M +$64.3M +30% 51.3% 564% 6 0% 3.4
BDA
5104
Borer Denton & Associates
Pennsylvania
$280M -$16.4M -6% 3.01% 44.2% 67 4.48% 3.1
Panoramic Hills Capital
5105
Panoramic Hills Capital
$280M -$275M -49% 129% – 5 80% 0.1
OFCM
5106
One Fin Capital Management
California
$280M -$28.5M -9% 3.09% 92% 25 44% 0.5
Acorn Creek Capital
5107
Acorn Creek Capital
Colorado
$280M +$1.94M +0.7% 0.43% 66.6% 87 14.94% 1.6
Veracity Capital
5108
Veracity Capital
Georgia
$280M -$59.8M -18% 1.57% 149% 245 20.82% 3.2
HCM
5109
Hall Capital Management
Rhode Island
$280M +$20.7M +8% 0.86% – 108 10.19% 6.1
Pivotal bioVenture Partners Investment Advisor
5110
Pivotal bioVenture Partners Investment Advisor
California
$280M +$21.1M +8% 16% 667% 13 7.69% 2.2
JPLA
5111
Joseph P. Lucia & Associates
New York
$280M +$2.44M +0.9% 0.95% 84% 177 10.73% 3.7
Balanced Wealth Group
5112
Balanced Wealth Group
Ohio
$279M +$6.12M +2% 0.71% – 76 9.21% 1.9
Ketron Financial
5113
Ketron Financial
California
$279M -$21.1M -7% 5.34% – 60 15% 0.2
NCM
5114
NCM Capital Management
New Jersey
$279M +$9.7M +4% 4.29% 105% 186 6.45% 3.2
Compass Capital Corp
5115
Compass Capital Corp
Massachusetts
$279M +$19.1M +7% 2.06% – 213 17.37% 0.8
Colonial River Investments
5116
Colonial River Investments
Virginia
$279M -$1.36M -0.5% 2.65% 156% 245 13.47% 2
Elevation Wealth Partners
5117
Elevation Wealth Partners
California
$279M -$3.25M -1% 1.03% 69.9% 1,147 23.02% 1.2
Murphy Pohlad Asset Management
5118
Murphy Pohlad Asset Management
Minnesota
$279M +$18.5M +7% 7.95% 83% 137 10.95% 6.2
Clarus Group
5119
Clarus Group
Texas
$279M +$1.35M +0.5% 1.23% 67.5% 116 13.79% 2.7
LJCM
5120
Lee Johnson Capital Management
Texas
$279M -$12.6M -4% 4.32% 118% 116 49.14% 0.9
New Insight Wealth Advisors
5121
New Insight Wealth Advisors
California
$279M -$1.06M -0.4% 2.78% – 113 7.08% 1.7
David Kennon
5122
David Kennon
Florida
$279M -$2.46M -0.9% 1.73% 52.4% 42 11.9% 2.5
SL
5123
SOF Ltd
Cayman Islands
$279M -$11M -4% 3.78% 42.3% 1 0% 9.3
Centennial Bank
5124
Centennial Bank
Arkansas
$279M +$27.1M +11% 0.05% 69.9% 352 11.08% 2.6
CC
5125
Checkpoint Capital
California
$279M -$41.4M -13% 11.8% – 10 50% 1