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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)
Charter Research & Investment Group
5751
Charter Research & Investment Group
Connecticut
$110M -$13.3M -11% 8.7% 82.3% 85 12.94% 5.7
J.H. Whitney Equity Partners VII
5752
J.H. Whitney Equity Partners VII
Connecticut
$110M -$56M -34% 33.7% 407% 1 0% 0.5
Piper Sandler & Co
5753
Piper Sandler & Co
Minnesota
$110M -$22.2M -17% 0.23% 0.04% 54 37.04% 0.2
TIM
5754
Timelo Investment Management
Ontario, Canada
$110M -$27.6M -20% 8.24% 104% 107 43.93% 0.4
Dalton Investments
5755
Dalton Investments
Nevada
$110M -$32.3M -23% 8.98% 95.1% 32 46.88% 2.3
Odey Asset Management Group
5756
Odey Asset Management Group
United Kingdom
$110M -$221M -67% 20.1% 259% 42 76.19% 1.7
SWM Advisors
5757
SWM Advisors
Florida
$110M -$17.7M -14% 13.4% – 31 19.35% 0.5
Jupiter Wealth Management
5758
Jupiter Wealth Management
Colorado
$110M -$50.1M -31% 14.7% 99.2% 81 24.69% 2.2
Ally Bridge Group
5759
Ally Bridge Group
New York
$110M -$25.2M -19% 9.85% 844% 26 34.62% 0.7
Finer Wealth Management
5760
Finer Wealth Management
Massachusetts
$110M -$12.9M -11% 9.57% 175% 85 12.94% 0.5
PACK Private Wealth
5761
PACK Private Wealth
Minnesota
$110M -$11.6M -10% 13.8% 52.8% 39 12.82% 0.5
Ballew Advisors
5762
Ballew Advisors
Mississippi
$110M -$21.4M -16% 13.1% 68% 117 23.93% 2.9
Hickory Lane Capital Management
5763
Hickory Lane Capital Management
New York
$110M -$54.2M -33% 14.7% – 36 19.44% 1
LifeGuide Financial Advisors
5764
LifeGuide Financial Advisors
Pennsylvania
$110M -$20M -15% 12.6% 35.4% 27 7.41% 0.5
Drive Wealth Management
5765
Drive Wealth Management
Utah
$109M -$9.11M -8% 14.5% 94.4% 192 26.56% 0.4
FAG
5766
Fortitude Advisory Group
Washington
$109M -$78.5M -42% 14.3% 142% 1,547 86.81% 0.5
Henrickson Nauta Wealth Advisors
5767
Henrickson Nauta Wealth Advisors
Michigan
$109M -$10.9M -9% 14.3% 61.6% 52 25% 0.4
Apricus Wealth
5768
Apricus Wealth
South Carolina
$109M -$13.4M -11% 9.26% 78.8% 90 13.33% 0.5
Mork Capital Management
5769
Mork Capital Management
California
$109M -$1.67M -2% 10.6% 61.9% 105 9.52% 2.4
Hazlett, Burt & Watson
5770
Hazlett, Burt & Watson
West Virginia
$109M -$17M -13% 13.4% 97.1% 620 6.94% 0.2
VeriStar Capital Management
5771
VeriStar Capital Management
New York
$109M -$7.09M -6% 8.48% 41% 11 9.09% 0.4
Cherrydale Wealth Management
5772
Cherrydale Wealth Management
New Jersey
$109M -$27.2M -20% 16.9% 80.8% 47 44.68% 0.4
Savior LLC
5773
Savior LLC
Massachusetts
$109M -$25.3M -19% 15.3% 82.8% 228 46.93% 1.3
ICMP
5774
Integrated Capital Management (Pennsylvania)
Pennsylvania
$109M -$12.6M -10% 9.45% 39.7% 74 10.81% 1.7
Symetra Investment Management
5775
Symetra Investment Management
Connecticut
$109M +$17.8M +20% 17.2% 37.3% 3 0% 0.8