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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)
Strategic Financial Partners
5726
Strategic Financial Partners
Oregon
$196M -$16.1K -0% 0.6% 54.8% 72 9.72% 3.6
Chronos Wealth Management
5727
Chronos Wealth Management
Florida
$196M +$4.05M +2% 0.6% 92.3% 43 4.65% 3.4
Choice Wealth Advisors
5728
Choice Wealth Advisors
Maine
$196M -$4.31M -2% 0.45% 60.3% 30 3.33% 2
Westhampton Capital
5729
Westhampton Capital
North Carolina
$196M -$1.26M -0.6% 0.72% 105% 122 8.2% 3.9
Rosalind Advisors
5730
Rosalind Advisors
Ontario, Canada
$196M +$39.4M +25% 28.8% – 51 56.86% 0.4
Oakcliff Capital Partners
5731
Oakcliff Capital Partners
New York
$196M -$3.29M -2% 6.99% 133% 9 0% 4.9
River Street Advisors
5732
River Street Advisors
Illinois
$196M +$11.3M +6% 1.84% 93.5% 155 16.77% 1.5
Leicht Financial Planning & Wealth Management
5733
Leicht Financial Planning & Wealth Management
New Jersey
$195M -$3.18M -2% 0.79% 50.2% 19 10.53% 3
SM
5734
Salzhauer Michael
$195M +$32.1M +20% 9% 98% 99 25.25% 4.2
KC
5735
Kades & Cheifetz
Pennsylvania
$195M +$20.8M +12% 0.94% – 112 19.64% 1.4
Vermillion Wealth Management
5736
Vermillion Wealth Management
Minnesota
$195M – – 1% – 550 – 0
Astor Investment Management
5737
Astor Investment Management
Illinois
$195M -$13.8M -7% 0.45% 23.3% 39 43.59% 1.1
Teton Advisors
5738
Teton Advisors
New York
$195M -$28.9M -13% 2.16% 139% 202 6.93% 8
My Personal CFO LLC
5739
My Personal CFO LLC
Washington
$195M +$12.6M +7% 0.39% 83.4% 89 2.25% 2.2
Alhambra Investment Management
5740
Alhambra Investment Management
Florida
$195M +$2.16M +1% 0.15% 67.7% 184 15.22% 2.9
Peirce Capital Management
5741
Peirce Capital Management
Texas
$195M -$4.27M -2% 3.42% 56.6% 36 5.56% 1
Timonier Family Office
5742
Timonier Family Office
North Carolina
$195M – – 1.91% – 49 – 0
NI
5743
NCP Inc
California
$195M +$19.3M +11% 9.54% – 142 11.27% 0.7
Applied Capital
5744
Applied Capital
Arkansas
$195M +$277K +0.1% 1.82% 52.6% 48 6.25% 2
HCA
5745
Hyperion Capital Advisors
New York
$195M -$18.2M -9% 0.69% 86.1% 132 30.3% 2.2
Burrus Financial Services
5746
Burrus Financial Services
Utah
$195M -$7.22M -4% 2.89% 31.3% 10 0% 2.1
Acorn Creek Capital
5747
Acorn Creek Capital
Colorado
$195M +$6.06M +3% 0.05% 66.6% 84 19.05% 0.8
Kennicott Capital Management
5748
Kennicott Capital Management
California
$195M -$66.2M -25% 5.72% 98% 45 11.11% 2.9
Client First Capital
5749
Client First Capital
California
$195M +$13.6M +8% 1.55% 54.6% 20 10% 1.4
Resolute Wealth Strategies
5750
Resolute Wealth Strategies
Mississippi
$194M +$1.91M +1% 7.04% 105% 103 12.62% 1.5