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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)
SCMS
5876
Serenity Capital Management (Singapore)
Singapore
$162M -$17.2M -10% 1.71% 21% 4 25% 0.9
Owen LaRue
5877
Owen LaRue
Kentucky
$162M +$1.78M +1% 5.21% 126% 98 24.49% 1
Kanen Wealth Management
5878
Kanen Wealth Management
Florida
$162M -$157M -49% 9.17% 328% 22 0% 1.5
Econ Financial Services
5879
Econ Financial Services
Pennsylvania
$161M +$280K +0.2% 0.99% 16.9% 101 24.75% 0.7
Cape Ann Savings Bank
5880
Cape Ann Savings Bank
Massachusetts
$161M +$1.64M +1% 2.51% 72.7% 88 5.68% 5.7
ViaWealth
5881
ViaWealth
Kansas
$161M +$1.28M +0.8% 2.03% 77.2% 160 8.75% 1.3
KFO
5882
Kopp Family Office
Minnesota
$161M -$13.9M -8% 9.52% 47.9% 22 9.09% 2.8
Financial Futures
5883
Financial Futures
New Jersey
$161M +$10.4M +7% 0.2% 48.5% 53 9.43% 1.5
Pointe Capital Management
5884
Pointe Capital Management
Michigan
$161M -$2.32M -1% 2.18% 62.6% 162 3.7% 4.7
Dunhill Financial
5885
Dunhill Financial
United Kingdom
$161M +$26.4M +20% 2.51% 58.6% 806 10.17% 0.5
Prairie Sky Financial Group
5886
Prairie Sky Financial Group
Illinois
$161M -$5.55M -3% 4.31% – 87 11.49% 0.9
Novak & Powell Financial Services
5887
Novak & Powell Financial Services
Florida
$161M +$27.3M +20% 3.03% – 161 15.53% 0.4
4Thought Financial Group
5888
4Thought Financial Group
New York
$161M +$8.91M +6% 0.99% 37.6% 108 0.93% 2.4
GoalFusion Wealth Management
5889
GoalFusion Wealth Management
Texas
$161M +$3.91M +2% 0.99% 47.6% 32 12.5% 1.5
PACK Private Wealth
5890
PACK Private Wealth
Minnesota
$161M +$1.76M +1% 0.26% 52.8% 44 11.36% 1.9
Resurgent Financial Advisors
5891
Resurgent Financial Advisors
Georgia
$161M -$26.8M -14% 3.69% 86.4% 208 22.12% 1.8
WAM
5892
Werlinich Asset Management
Connecticut
$161M +$7.51M +5% 6.99% 232% 60 3.33% 2.5
Sightline Wealth Advisors
5893
Sightline Wealth Advisors
Connecticut
$161M +$8.82M +6% 0.03% 48.5% 84 11.9% 1.8
GEM Asset Management
5894
GEM Asset Management
Michigan
$161M +$11.9M +8% 1.08% 62.9% 91 8.79% 1.2
PFS Partners
5895
PFS Partners
New Jersey
$161M +$9.8M +6% 0.32% 65.2% 477 10.48% 1.9
TLW Wealth Management
5896
TLW Wealth Management
Florida
$161M +$3.53M +2% 5.43% 82.9% 21 0% 3.4
Heritage Wealth Management (Texas)
5897
Heritage Wealth Management (Texas)
Texas
$160M +$6.54M +4% 0.2% 52.3% 40 15% 1
EnCap Energy Capital Fund VIII
5898
EnCap Energy Capital Fund VIII
Texas
$160M -$13.1M -8% 2.91% 6.16% 3 0% 1.7
Robocap Asset Management
5899
Robocap Asset Management
United Kingdom
$160M +$14.4M +10% 5.52% 259% 25 4% 1.2
Friedenthal Financial
5900
Friedenthal Financial
New Jersey
$160M -$2.14M -1% 3.17% 111% 300 52% 1.2