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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)
Rye Brook Capital
5126
Rye Brook Capital
Connecticut
$137M -$27.3M -17% 6.12% 77.2% 23 13.04% 1.1
Solitude Financial Services
5127
Solitude Financial Services
Virginia
$137M -$5.66M -4% 6.13% 55.4% 44 0% 1.3
Sterling Investment Counsel
5128
Sterling Investment Counsel
New York
$137M +$5.86M +4% 5% 93.8% 153 15.69% 0.6
Chapman Investment Management
5129
Chapman Investment Management
California
$137M -$8.02M -6% 2.32% 44% 46 21.74% 1.8
Sandbox Financial Partners
5130
Sandbox Financial Partners
Maryland
$137M -$3.62M -3% 1.8% 69.6% 91 12.09% 1.2
SST
5131
S Squared Technology
New York
$137M -$7.75M -5% 1.04% 223% 35 5.71% 3.1
Worth Asset Management
5132
Worth Asset Management
Texas
$137M -$9.6M -7% 0.54% 115% 591 26.73% 0.4
Client First Capital
5133
Client First Capital
California
$136M +$6.28M +5% 4.34% 54.6% 24 16.67% 0.7
Horizon Wealth Management
5134
Horizon Wealth Management
Illinois
$136M -$105M -43% 3.35% 97.2% 114 40.35% 0.6
STC
5135
Sarah T. Connolly
$136M -$10.5M -7% 5% 35% 97 7.22% 1.6
WCM
5136
W Capital Management
New York
$136M -$41.7M -23% 31.9% – 6 33.33% 0.6
Miller Equity Capital Advisors
5137
Miller Equity Capital Advisors
Texas
$136M +$19.2M +16% 3.23% 23.7% 49 2.04% 2.3
Samalin Investment Counsel
5138
Samalin Investment Counsel
New York
$136M -$5.55M -4% 5.72% 68.3% 246 12.6% 1.9
McNaughton Wealth Management
5139
McNaughton Wealth Management
California
$136M -$5.21M -4% 5.43% 55.6% 55 7.27% 2.2
Moseley Investment Management
5140
Moseley Investment Management
Florida
$136M -$7.08M -5% 3.25% 96.6% 155 13.55% 2.4
Highside Global Management
5141
Highside Global Management
Texas
$136M -$37.4M -22% 6.76% 11.1% 19 31.58% 0.9
Alaethes Wealth
5142
Alaethes Wealth
Nevada
$136M +$1.16M +0.9% 3.4% 96.4% 106 11.32% 1.3
Eidelman Virant Capital
5143
Eidelman Virant Capital
Missouri
$136M -$2.99M -2% 4.78% 46.2% 193 12.95% 2.1
Toews Corporation
5144
Toews Corporation
New Jersey
$136M -$14.1M -9% 6.28% 22% 118 21.19% 0.6
Burns Matteson Capital Management
5145
Burns Matteson Capital Management
New York
$136M -$6.31M -4% 5.79% 137% 151 44.37% 0.8
BCM
5146
BlueMar Capital Management
Florida
$136M -$13M -9% 0.23% 27.4% 35 11.43% 1.6
AAFMAA Wealth Management & Trust
5147
AAFMAA Wealth Management & Trust
North Carolina
$136M -$12.5M -8% 5.41% 62.3% 66 33.33% 0.9
Laurel Wealth Planning
5148
Laurel Wealth Planning
Minnesota
$136M -$6.26M -4% 6.54% 53.1% 259 17.37% 1.2
Divergent Planning
5149
Divergent Planning
Maryland
$136M -$3.35M -2% 5.23% 43.3% 23 26.09% 1
Mine & Arao Wealth Creation & Management
5150
Mine & Arao Wealth Creation & Management
California
$136M -$6.57M -5% 4.99% 92% 353 11.33% 2