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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)
Interchange Capital Partners
6001
Interchange Capital Partners
Pennsylvania
$91.2M +$2.24M +3% 6.2% 79.6% 176 29.55% 0.8
Richwood Investment Advisors
6002
Richwood Investment Advisors
Ohio
$91.1M -$8M -8% 5.41% 66% 106 3.77% 0.7
Aldebaran Financial
6003
Aldebaran Financial
$91M -$3.52M -4% 5.81% 89.7% 78 7.69% 5.1
Tenret Company
6004
Tenret Company
Florida
$90.8M -$5.18M -5% 6.25% – 27 3.7% 1.1
Signature Wealth Management Partners
6005
Signature Wealth Management Partners
New Jersey
$90.8M -$6.82M -7% 4.93% 97.9% 110 11.82% 1.5
Montz Harcus Wealth Management
6006
Montz Harcus Wealth Management
Louisiana
$90.8M -$4.1M -4% 5.04% 84.1% 53 7.55% 0.7
New Millennium Group
6007
New Millennium Group
Utah
$90.7M -$7.01M -7% 4.43% 176% 426 8.45% 0.3
Vetamer Capital Management
6008
Vetamer Capital Management
California
$90.7M -$29.1M -24% 0.02% – 65 47.69% 0.4
Corriente Advisors
6009
Corriente Advisors
Texas
$90.5M -$146M -62% – – 4 0% 0.3
InTrack Investment Management
6010
InTrack Investment Management
Vermont
$90.5M -$7.27M -7% 6.44% 99.2% 120 21.67% 1.2
Momentum Advisors
6011
Momentum Advisors
New York
$90.5M +$1.5M +2% 4.79% – 80 32.5% 0.2
AAM
6012
Artha Asset Management
New Jersey
$90.3M -$18.2M -17% 11.1% – 33 75.76% 0.2
Widmann Financial Services
6013
Widmann Financial Services
Maryland
$90.3M -$6.37M -7% 6.68% 75.2% 83 4.82% 0.7
Carson Advisory
6014
Carson Advisory
Georgia
$90.2M +$702K +0.8% 7.07% 68.6% 134 14.18% 0.7
Wavelength Capital Management
6015
Wavelength Capital Management
Connecticut
$90.2M -$11.1M -11% 4.41% – 14 14.29% 0.7
Insight Inv LLC
6016
Insight Inv LLC
California
$90.2M -$8.9M -9% 5.2% 136% 165 41.21% 0.7
Divisadero Street Capital Management
6017
Divisadero Street Capital Management
Florida
$90.2M -$40.9M -31% 17.2% 718% 68 76.47% 0.2
Tsai Capital
6018
Tsai Capital
New York
$90.2M +$5.86M +7% 6.23% 29.2% 22 18.18% 1
Deep Field Asset Management
6019
Deep Field Asset Management
California
$90M +$29.6M +49% 0.3% 20.1% 14 42.86% 1.8
Greenhouse Wealth Management
6020
Greenhouse Wealth Management
Connecticut
$90M -$3.13M -3% 5.37% 87.2% 53 9.43% 1.6
VeriStar Capital Management
6021
VeriStar Capital Management
New York
$90M -$19.1M -18% 11.4% 41% 12 16.67% 0.6
David J. Yvars Group
6022
David J. Yvars Group
Florida
$90M +$16.5M +22% 5.06% 143% 67 8.96% 1.4
MSCM
6023
Marlin Sams Capital Management
New York
$89.9M +$23.1M +35% 7.98% 53.1% 3 66.67% 0.3
Erickson Financial Group
6024
Erickson Financial Group
Pennsylvania
$89.9M -$3.4M -4% 4.65% 63.3% 24 8.33% 0.7
Linse Capital Management PR
6025
Linse Capital Management PR
Puerto Rico
$89.9M -$14.7M -14% 7.82% – 1 0% 0.8