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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)
Owls Nest Partners IA
5226
Owls Nest Partners IA
Pennsylvania
$308M +$22.5M +8% 20.3% 105% 18 33.33% 1.7
Wealth Watch Advisors
5227
Wealth Watch Advisors
Colorado
$308M +$69.4M +29% 17.5% – 153 24.84% 0.8
ECH
5228
ER Collective Holdings
District of Columbia
$308M -$18.2M -6% 5.59% – 1 0% 0.5
Defender Capital
5229
Defender Capital
North Carolina
$308M +$26M +9% 13.4% 101% 41 26.83% 0.4
FSA Investment Group
5230
FSA Investment Group
Florida
$308M +$59.4M +24% 9.21% – 51 19.61% 0.7
Pivotal bioVenture Partners Investment Advisor
5231
Pivotal bioVenture Partners Investment Advisor
California
$308M +$28M +10% 12.2% 667% 14 14.29% 2.1
Lincoln Capital Corp
5232
Lincoln Capital Corp
Rhode Island
$308M +$36.1M +13% 14.3% 82% 108 16.67% 3.2
Alliance Wealth Advisors (Pennsylvania)
5233
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$308M +$79.4M +35% 12% 74.4% 177 13.56% 3.3
Kaizen Financial Strategies
5234
Kaizen Financial Strategies
California
$308M +$71.3M +30% 25.1% 126% 192 17.71% 2.3
Gemsstock Ltd
5235
Gemsstock Ltd
United Kingdom
$307M -$641M -68% 8.07% 149% 32 71.88% 0.6
FCT
5236
Family Capital Trust
Massachusetts
$307M +$31.3M +11% 13.3% 39.1% 92 13.04% 4.7
Envision Financial Planning
5237
Envision Financial Planning
Tennessee
$307M +$30.9M +11% 7.33% 32.1% 57 14.04% 1.8
Compass Capital Corp
5238
Compass Capital Corp
Massachusetts
$307M +$28M +10% 17.3% – 222 16.67% 1
Freedom Financial Partners
5239
Freedom Financial Partners
Minnesota
$307M +$26.2M +9% 11.8% – 92 7.61% 1.2
Asset Allocation & Management Company
5240
Asset Allocation & Management Company
Illinois
$307M +$37.3M +14% 10.4% 58.5% 97 34.02% 3.4
SoundView Advisors
5241
SoundView Advisors
Washington
$307M +$25.9M +9% 9.67% – 34 14.71% 0.8
FSLI
5242
Funde Sino Life Insurance
China
$307M – – 213% – 7 – 0
GeoSphere Capital Management
5243
GeoSphere Capital Management
Florida
$306M +$77.5M +34% 7.53% 446% 58 48.28% 0.5
Palogic Value Management
5244
Palogic Value Management
Texas
$306M +$69.4M +29% 14.6% 31.3% 215 26.05% 1.8
Blackhawk Capital Partners
5245
Blackhawk Capital Partners
Wisconsin
$306M +$33.6M +12% 12.1% 87.2% 176 36.93% 1.7
Deseret Mutual Benefit Administrators
5246
Deseret Mutual Benefit Administrators
Utah
$306M +$12.5M +4% 21% 75.5% 522 3.64% 4.2
CCM
5247
Contrarian Capital Management
Connecticut
$306M -$50.6M -14% 7.4% 29.4% 22 18.18% 3
PSquared Asset Management
5248
PSquared Asset Management
Switzerland
$306M +$18.6M +6% 6.44% 178% 26 73.08% 0.2
denkapparat Operations
5249
denkapparat Operations
Germany
$306M +$64.3M +27% 13.9% – 424 31.13% 0.7
1 North Wealth Services
5250
1 North Wealth Services
Maryland
$306M +$29M +10% 9.25% – 309 13.59% 1.8