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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)
Cruiser Capital Advisors
5426
Cruiser Capital Advisors
Connecticut
$226M +$151M +203% 13.8% 192% 60 35% 1.8
Peirce Capital Management
5427
Peirce Capital Management
Texas
$226M +$23.4M +12% 7.45% 56.6% 46 26.09% 1.1
Waterfall Asset Management
5428
Waterfall Asset Management
New York
$226M +$36.1M +19% 4.24% – 12 41.67% 0.5
Haven Private
5429
Haven Private
Florida
$226M +$48.7M +28% 11.5% – 193 35.23% 0.3
SC
5430
Schulhoff & Co
Ohio
$225M -$496K -0.2% 1.71% 51.8% 135 2.96% 7.8
Brick & Kyle Associates
5431
Brick & Kyle Associates
Pennsylvania
$225M +$7.46M +3% 13.2% 97.4% 63 19.05% 5.1
LP
5432
LGL Partners
Pennsylvania
$225M +$18M +9% 8.69% 68.9% 59 13.56% 4.3
Pavion Blue Capital
5433
Pavion Blue Capital
California
$225M +$15.4M +7% 9.65% 77.6% 106 7.55% 4
Benchmark Wealth Management
5434
Benchmark Wealth Management
Connecticut
$225M +$18.3M +9% 6.73% 42.7% 73 12.33% 3.2
Avaii Wealth Management
5435
Avaii Wealth Management
Wisconsin
$225M +$37.8M +20% 13.3% 100% 142 19.72% 1.7
FIDELIS iM
5436
FIDELIS iM
Oregon
$225M +$8.92M +4% 6.05% 44.8% 24 16.67% 2.9
AJ Advisors
5437
AJ Advisors
Tennessee
$225M +$29.4M +15% 8.97% 59.8% 38 13.16% 1.8
Catalyst Private Wealth
5438
Catalyst Private Wealth
California
$225M +$19.5M +9% 11.3% 120% 85 15.29% 3.2
Tealwood Asset Management
5439
Tealwood Asset Management
Minnesota
$225M +$8.71M +4% 8.51% 128% 137 16.06% 3.3
Exeter Financial
5440
Exeter Financial
Arizona
$225M +$1.75M +0.8% 4.18% 59.1% 93 5.38% 5.7
BWA
5441
BlueChip Wealth Advisors
Georgia
$225M +$21M +10% 7.08% – 171 12.87% 1
Cora Capital Advisors
5442
Cora Capital Advisors
New Jersey
$225M +$16M +8% 8.57% 70.5% 116 12.07% 1.8
Socha Financial Group
5443
Socha Financial Group
New York
$225M +$20M +10% 13.8% 81.5% 26 26.92% 2
Retirement Planning Company of New England
5444
Retirement Planning Company of New England
Rhode Island
$225M +$23.7M +12% 12.5% 125% 242 9.5% 2.7
Night Squared
5445
Night Squared
New York
$224M +$55.3M +33% 20.5% – 73 65.75% 0.1
Charter Oak Advisors
5446
Charter Oak Advisors
New York
$224M +$84.1M +60% 21.8% – 15 6.67% 0.4
Infusive Asset Management
5447
Infusive Asset Management
New York
$224M +$8.83M +4% 10.7% 33.8% 43 37.21% 1.5
Accent Capital Management
5448
Accent Capital Management
Ohio
$224M +$51.2M +30% 17.3% – 433 33.95% 0.5
McNaughton Wealth Management
5449
McNaughton Wealth Management
California
$224M +$18.2M +9% 8.3% 55.6% 78 12.82% 3.1
BC
5450
Bowman & Company
Wisconsin
$224M +$20.5M +10% 9.95% 59.7% 117 14.53% 2.3