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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)
Brick & Kyle Associates
5276
Brick & Kyle Associates
Pennsylvania
$218M -$17.1M -7% 3.12% 116% 63 17.46% 5.6
Alta Wealth Advisors
5277
Alta Wealth Advisors
Massachusetts
$218M -$10.7M -5% 3.78% 120% 150 18% 2.4
Flynn Zito Capital Management
5278
Flynn Zito Capital Management
New York
$218M +$2.81M +1% 2.95% 109% 134 13.43% 1.6
DI
5279
Disciplined Investments
Oklahoma
$218M +$15M +7% 0.33% 51.4% 128 4.69% 3.5
1776 Wealth
5280
1776 Wealth
Georgia
$218M +$88.2K +0% 5.7% 90.4% 142 3.52% 2.8
APEIRON Capital Ltd
5281
APEIRON Capital Ltd
Hong Kong
$218M -$50.7M -19% 21.6% 362% 17 58.82% 0.8
Anchor Capital Management Group
5282
Anchor Capital Management Group
California
$217M -$58.9M -21% 5.43% – 19 5.26% 0.2
Altman Advisors
5283
Altman Advisors
Illinois
$217M -$17.5M -7% 0.54% 143% 103 15.53% 2.3
MHP
5284
Manatuck Hill Partners
Connecticut
$217M -$27.1M -11% 4.14% 556% 135 49.63% 1.3
Verisail Partners
5285
Verisail Partners
Georgia
$217M +$3.27M +2% 0.11% – 35 8.57% 0.2
Aspen Investment Management
5286
Aspen Investment Management
Michigan
$217M +$1.52M +0.7% 0.67% 92.6% 155 14.84% 6.5
KLP
5287
Kent Lake PR
Puerto Rico
$217M -$19.8M -8% 12.3% – 48 52.08% 0.3
Punch Card Management
5288
Punch Card Management
Florida
$217M -$98.5M -31% 12.8% 41% 4 0% 3.7
Swan Capital
5289
Swan Capital
Florida
$217M +$11.6M +6% 1.1% 47.9% 425 20.94% 0.7
Wealthspan Partners
5290
Wealthspan Partners
Iowa
$217M +$7.18M +3% 0.07% 65% 116 8.62% 2
Pines Wealth Management
5291
Pines Wealth Management
North Carolina
$216M -$13.6M -6% 1.33% – 218 15.14% 0.2
Metropolitan Life Insurance Company (MetLife)
5292
Metropolitan Life Insurance Company (MetLife)
New York
$216M -$36.1M -14% 2.73% 50.8% 10 20% 8.7
HRC
5293
Hoertkorn Richard Charles
$216M -$27M -11% 3.63% 182% 82 3.66% 7.9
Brown University
5294
Brown University
Rhode Island
$216M -$18.5M -8% 6.36% 40.1% 15 26.67% 1.6
1 North Wealth Services
5295
1 North Wealth Services
Maryland
$216M -$20M -8% 0.6% – 276 76.81% 0.9
Tealwood Asset Management
5296
Tealwood Asset Management
Minnesota
$216M -$25.7M -11% 0.59% 128% 144 17.36% 3.2
Alight Capital Management
5297
Alight Capital Management
New York
$216M -$90.3M -29% 7.48% 466% 71 57.75% 0.8
Mendon Capital Advisors
5298
Mendon Capital Advisors
Florida
$216M +$12.9M +6% 6.21% – 59 35.59% 2.2
Intrepid Financial Planning Group
5299
Intrepid Financial Planning Group
Indiana
$216M -$20.8M -9% 3.72% 92.5% 129 13.95% 2
FIDELIS iM
5300
FIDELIS iM
Oregon
$216M +$12.2M +6% 1.1% 44.8% 23 13.04% 2.6