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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 Vision Investment
5751
Strategic Vision Investment
Hong Kong
$103M +$68.8M +202% 8.61% 95.6% 18 66.67% 0.4
Peterson Financial Group
5752
Peterson Financial Group
Iowa
$103M -$3.4M -3% 4.89% 32.4% 81 17.28% 0.7
Paragon Private Wealth Management
5753
Paragon Private Wealth Management
Kentucky
$103M +$8.95M +10% 3.92% 104% 129 20.93% 0.6
Tevis Investment Management
5754
Tevis Investment Management
Texas
$103M -$1.72M -2% 5.44% 58.7% 497 23.34% 0.7
Fort Henry Capital
5755
Fort Henry Capital
West Virginia
$103M -$4.4M -4% 5.78% 39.3% 15 0% 1.4
Soundwatch Capital
5756
Soundwatch Capital
Connecticut
$103M -$2.15M -2% 4.94% 68.6% 14 35.71% 1
Better Money Decisions
5757
Better Money Decisions
New Mexico
$103M -$15.4M -13% 4.8% 32.7% 489 87.93% 1.3
Union Square Park Capital Management
5758
Union Square Park Capital Management
New York
$103M +$4.76M +5% 11.4% 75.8% 128 33.59% 0.8
ION Acquisition Corp
5759
ION Acquisition Corp
Israel
$103M +$5.43M +6% 12.7% – 5 0% 0.8
Bull Oak Capital
5760
Bull Oak Capital
California
$103M -$5.58M -5% 3.74% 62.1% 27 55.56% 0.3
Custos Family Office
5761
Custos Family Office
Texas
$103M -$9.14M -8% 6.92% 57.4% 24 16.67% 0.6
Ivy Lane Capital Management
5762
Ivy Lane Capital Management
Florida
$103M -$3.06M -3% 4.12% 101% 13 46.15% 1
Shore Point Advisors
5763
Shore Point Advisors
New Jersey
$102M -$4.49M -4% 6.61% 54.6% 38 10.53% 0.6
IMPACTfolio
5764
IMPACTfolio
Colorado
$102M -$3.59M -3% 6.14% 51.2% 55 32.73% 0.6
Starfox Financial Services
5765
Starfox Financial Services
Texas
$102M -$23.9M -19% 6.42% – 27 22.22% 0.6
Calixto Global Investors
5766
Calixto Global Investors
Florida
$102M +$2.5M +3% 4.89% 180% 12 58.33% 0.8
LifeGuide Financial Advisors
5767
LifeGuide Financial Advisors
Pennsylvania
$102M -$7.24M -7% 9.32% 35.4% 27 11.11% 0.7
Asset Management Resources
5768
Asset Management Resources
Massachusetts
$102M -$15.5M -13% 4.58% – 58 18.97% 0.6
OF
5769
Outfitter Financial
Maine
$102M -$7.89M -7% 4.21% 97.6% 86 4.65% 1.7
Paragon Capital Management (Utah)
5770
Paragon Capital Management (Utah)
Utah
$102M +$3.48M +4% 2.39% 72.3% 90 32.22% 0.5
Washington Harbour Partners
5771
Washington Harbour Partners
Virginia
$102M -$45.7M -31% 1.25% 162% 26 42.31% 0.5
Alcosta Capital Management
5772
Alcosta Capital Management
California
$102M -$3.07M -3% 2.58% 175% 32 25% 1.1
Mork Capital Management
5773
Mork Capital Management
California
$102M -$7.39M -7% 7.57% 61.9% 108 4.63% 2.6
AtonRa Partners
5774
AtonRa Partners
Switzerland
$102M -$7M -6% 6.23% 49% 121 7.44% 1.2
TRB Advisors
5775
TRB Advisors
New York
$102M -$57.8M -36% 4.88% 64% 5 20% 5.1