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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)
Lynch Asset Management
5551
Lynch Asset Management
Pennsylvania
$122M -$17.6M -13% 15.8% 190% 56 8.93% 0.4
Heirloom Wealth Management
5552
Heirloom Wealth Management
Colorado
$122M -$21.6M -15% 15% 81.8% 33 18.18% 0.4
ODFS
5553
O'Donnell Financial Services
California
$122M -$97.6M -44% 9.89% 61% 47 40.43% 0.6
Plustick Management
5554
Plustick Management
Virginia
$122M -$36.4M -23% 16% 1,667% 27 29.63% 0.4
Phoenician Capital
5555
Phoenician Capital
New York
$122M -$47.5M -28% 4.83% 41.1% 14 14.29% 1.6
ELCO Management
5556
ELCO Management
New York
$122M -$24.9M -17% 12.7% 98.3% 147 14.29% 3
Concentrum Wealth Management
5557
Concentrum Wealth Management
California
$122M -$38.8M -24% 21.8% 174% 64 21.88% 1.9
PCC
5558
Park Circle Company
Maryland
$122M +$1.48M +1% 12.7% 70.5% 142 16.2% 2.3
TCM
5559
Trybe Capital Management
Connecticut
$122M -$118M -49% 26.2% 681% 12 8.33% 1.2
Ignite Planners
5560
Ignite Planners
California
$122M -$27.4M -18% 12.9% 83.8% 186 16.13% 0.5
LI
5561
Latash Investments
Alaska
$122M -$32M -21% 19.8% 110% 22 0% 2
Mayport LLC
5562
Mayport LLC
Massachusetts
$122M -$23M -16% 12.1% 57% 63 23.81% 0.5
RHS Financial
5563
RHS Financial
California
$122M -$14.2M -10% 12.5% 65.6% 90 26.67% 2.1
Tempus Wealth Planning
5564
Tempus Wealth Planning
California
$122M -$19M -14% 12.1% 95% 148 20.27% 1.6
AllGen Financial Advisors
5565
AllGen Financial Advisors
Florida
$122M +$1.85M +2% 11.4% 39.7% 40 25% 1.2
DIS
5566
Diversified Investment Strategies
Louisiana
$122M -$24.5M -17% 13.9% 86% 47 12.77% 4
Nova R Wealth
5567
Nova R Wealth
Kansas
$122M +$4.5M +4% 13.1% 54.5% 84 26.19% 0.4
Tru Independence Asset Management 2
5568
Tru Independence Asset Management 2
Oregon
$122M -$52.6M -30% 3.97% – 103 40.78% 0.9
Zoom Communications
5569
Zoom Communications
California
$121M -$27M -18% 35.5% 10.7% 3 33.33% 0.3
Tanager Wealth Management
5570
Tanager Wealth Management
United Kingdom
$121M -$11.5M -9% 13.2% 53.4% 47 29.79% 0.4
BCM
5571
Beaumont Capital Management
Massachusetts
$121M -$34M -22% 6.51% 45.4% 47 57.45% 0.5
Boyar Asset Management
5572
Boyar Asset Management
New York
$121M -$34.6M -22% 15.3% 75.5% 87 9.2% 5.5
SCA
5573
Strategic Capital Advisers
Colorado
$121M -$10.1M -8% 12.4% 51.4% 60 3.33% 2.7
Data Collective IV
5574
Data Collective IV
California
$121M -$350M -74% 24% 317% 5 0% 0.5
Fi3 Financial Advisors
5575
Fi3 Financial Advisors
Indiana
$121M -$7.62M -6% 13.9% 83.1% 58 31.03% 1