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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)
Kaleidoscope Capital
5401
Kaleidoscope Capital
Massachusetts
$262M -$88.2M -25% 17.2% – 11 0% 2.8
Heathbridge Capital Management
5402
Heathbridge Capital Management
Ontario, Canada
$262M +$1.19M +0.5% 4.07% 73.6% 30 10% 5.2
Wills Financial Group
5403
Wills Financial Group
Virginia
$262M +$17.8M +7% 2.28% 57.5% 76 15.79% 5.1
Twin Securities
5404
Twin Securities
New York
$262M +$60.4M +30% 30.8% 506% 26 76.92% 0.2
True Wind Capital Management
5405
True Wind Capital Management
California
$262M -$11.2M -4% 3.76% 59.6% 2 0% 4
BCU Wealth Advisors
5406
BCU Wealth Advisors
Illinois
$261M +$14.1M +6% 2.24% 57.7% 63 6.35% 1.4
Kondo Wealth Advisors
5407
Kondo Wealth Advisors
California
$261M +$13.4M +5% 2.54% – 73 9.59% 0.9
Landmark Wealth Management (New York)
5408
Landmark Wealth Management (New York)
New York
$261M +$9.47M +4% 1.41% 42.7% 89 5.62% 2.1
1492 Capital Management
5409
1492 Capital Management
Wisconsin
$261M +$13.9M +6% 7.38% 332% 136 33.82% 1.4
Richards, Merrill & Peterson
5410
Richards, Merrill & Peterson
Washington
$261M +$29.3M +13% 2.62% – 280 25.71% 0.7
AC
5411
Athos Capital
Hong Kong
$261M +$101M +63% 7.57% 110% 44 43.18% 0.9
Fedenia Advisers
5412
Fedenia Advisers
Wisconsin
$261M +$9.17M +4% 7% – 185 27.03% 0.6
HIC
5413
Harbor Island Capital
Massachusetts
$261M +$27.2M +12% 13.4% 218% 15 0% 7
Smith Shellnut Wilson
5414
Smith Shellnut Wilson
Mississippi
$261M +$455K +0.2% 1.48% 98.6% 155 16.13% 4.8
Wittenberg Investment Management
5415
Wittenberg Investment Management
Massachusetts
$261M +$8.67M +3% 7.8% 89.9% 78 11.54% 5.7
GAMC
5416
Garner Asset Management Corp
Texas
$261M +$12.5M +5% 2.64% 103% 426 63.85% 1.9
Murphy Pohlad Asset Management
5417
Murphy Pohlad Asset Management
Minnesota
$260M +$5.57M +2% 5.23% 83% 130 6.92% 6.4
Compass Capital Corp
5418
Compass Capital Corp
Massachusetts
$260M +$31.1M +14% 2.99% – 201 29.85% 0.7
DI
5419
Disciplined Investments
Oklahoma
$260M +$8.71M +3% 2.76% 51.4% 138 11.59% 3.9
TW
5420
Titan Wealth
$260M – – 3% – 66 – 0
Green Court Capital Management
5421
Green Court Capital Management
Hong Kong
$260M +$40.2M +18% 16% 33.4% 4 0% 1.1
Decagon Asset Management
5422
Decagon Asset Management
United Kingdom
$260M +$62M +31% 17.8% – 84 61.9% 0.3
Phoenix Wealth Advisors
5423
Phoenix Wealth Advisors
North Carolina
$260M -$200K -0.1% 1.22% 68.8% 135 8.89% 3
Applied Capital
5424
Applied Capital
Arkansas
$260M +$11.7M +5% 2.11% 52.6% 53 11.32% 2.6
TL Private Wealth
5425
TL Private Wealth
Texas
$260M +$10.5M +4% 1.1% 50.6% 46 6.52% 4