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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)
BRC
5426
Bell Rock Capital
Delaware
$129M +$21.4M +20% 11.8% – 133 93.98% 1.1
Altus Wealth Management
5427
Altus Wealth Management
Kentucky
$129M -$16.7M -12% 15.7% 73% 40 15% 1.7
Lansing Street Advisors
5428
Lansing Street Advisors
Pennsylvania
$129M -$28.5M -18% 11.1% – 318 21.38% 0.2
Caliber Wealth Management (Utah)
5429
Caliber Wealth Management (Utah)
Utah
$129M -$28.2M -18% 17.9% 36.5% 74 31.08% 1
RiverTree Advisors
5430
RiverTree Advisors
Florida
$128M -$20.1M -14% 10.1% 25.4% 41 43.9% 0.6
Lloyd Advisory Services
5431
Lloyd Advisory Services
Georgia
$128M -$86.2M -40% 12.7% 47.7% 611 90.02% 1.8
MI
5432
Moneywise Inc
Virginia
$128M -$23.5M -15% 14% 58% 57 24.56% 3.2
Wealth Quarterback
5433
Wealth Quarterback
New Jersey
$128M – – 9.88% 109% 118 – 1.9
YRHAM
5434
Yong Rong (HK) Asset Management
Hong Kong
$128M +$57.5M +81% 25.6% 2,310% 18 61.11% 0.3
Trinity Wealth Management
5435
Trinity Wealth Management
Pennsylvania
$128M -$14M -10% 12.3% 56.7% 42 16.67% 1.6
MKT Advisors
5436
MKT Advisors
California
$128M -$4.26M -3% 12.8% 55.5% 148 11.49% 0.5
Hapanowicz & Associates Financial Services
5437
Hapanowicz & Associates Financial Services
Pennsylvania
$128M -$90.1M -41% 14.5% 58.5% 31 22.58% 2.5
TLW Wealth Management
5438
TLW Wealth Management
Florida
$128M -$42.5M -25% 20.3% 82.9% 21 28.57% 2.4
Blackhawk Capital Partners
5439
Blackhawk Capital Partners
Wisconsin
$128M -$19.1M -13% 12.5% 87.2% 100 47% 1.6
Joule Financial
5440
Joule Financial
Kentucky
$128M – – 11.8% 55.5% 78 – 0
Fairfield University
5441
Fairfield University
Connecticut
$128M +$6.38M +5% 15.1% 61.9% 4 0% 5.1
Rainwater Charitable Foundation
5442
Rainwater Charitable Foundation
Texas
$128M -$22.9M -15% 16.9% 44% 4 25% 1.7
IDG China Venture Capital Fund V Associates
5443
IDG China Venture Capital Fund V Associates
Hong Kong
$128M +$20.4M +19% 19% 7.34% 1 0% 0.5
Mad River Investors
5444
Mad River Investors
Massachusetts
$128M -$1.62M -1% 1.84% 225% 29 6.9% 3.5
GCM
5445
Granby Capital Management
Florida
$128M +$11M +9% 13.1% 50% 61 37.7% 0.7
GBI
5446
GP Brinson Investments
Illinois
$128M -$23.9M -16% 15.6% 51.2% 16 0% 1.2
Metavasi Capital
5447
Metavasi Capital
New York
$128M -$57.4M -31% 17.5% 840% 35 60% 0.3
Bancreek Capital Management
5448
Bancreek Capital Management
California
$128M -$25.3M -17% 13% 33.6% 29 10.34% 0.5
LCH
5449
Lee Capital Holdings
New York
$128M -$50.8M -28% 21.5% 34.4% 74 55.41% 1.6
Sound Financial Strategies Group
5450
Sound Financial Strategies Group
Mississippi
$128M -$53.5M -30% 5.71% 26.4% 73 50.68% 0.9