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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)
Orleans Capital Management
6051
Orleans Capital Management
Louisiana
$170M -$8.76M -5% 0.3% 94.6% 95 1.05% 3.1
Unison Asset Management
6052
Unison Asset Management
Florida
$170M -$34.1M -17% 0.72% 81.4% 32 15.63% 3.4
Yardley Wealth Management
6053
Yardley Wealth Management
Pennsylvania
$170M -$36.1M -18% 0.43% – 42 7.14% 0.5
Asset Planning Corporation
6054
Asset Planning Corporation
Tennessee
$170M +$10M +6% 2.41% 44.5% 45 11.11% 2.7
Green Court Capital Management
6055
Green Court Capital Management
Hong Kong
$169M +$18.2M +12% 8.63% 33.4% 3 0% 1.6
Able Wealth Management
6056
Able Wealth Management
New Jersey
$169M +$17.4M +11% 1.06% 58.1% 108 21.3% 0.9
Omega Fund Management
6057
Omega Fund Management
Massachusetts
$169M +$15.3M +10% 21.3% 106% 14 21.43% 2.3
Whipplewood Advisors
6058
Whipplewood Advisors
Colorado
$169M -$6.51M -4% 1.55% – 1,240 7.1% 0.2
Fox Hill Wealth Management
6059
Fox Hill Wealth Management
Massachusetts
$169M -$7.43M -4% 1.3% – 134 9.7% 1.1
RMSCM
6060
R.M. Sincerbeaux Capital Management
New York
$169M +$2.73M +2% 2.29% 76.4% 40 7.5% 9
Oxinas Partners Wealth Management
6061
Oxinas Partners Wealth Management
Indiana
$169M -$1.24M -0.7% 5.85% 91.4% 129 15.5% 2.5
Higgins & Schmidt Wealth Strategies
6062
Higgins & Schmidt Wealth Strategies
Colorado
$169M +$8.97M +6% 1.56% 65.6% 48 6.25% 0.9
HighMark Wealth Management
6063
HighMark Wealth Management
Minnesota
$169M -$4.66M -3% 2.2% 110% 610 11.64% 3
FC
6064
Fore Capital
New York
$169M -$92.8M -35% 5.84% 25.4% 64 46.88% 0.6
Unconventional Investor
6065
Unconventional Investor
New Hampshire
$169M +$3.62M +2% 1.49% 62.7% 35 2.86% 2.7
Night Squared
6066
Night Squared
New York
$169M – – 3.8% – 44 – 0
Enterprise Financial Services Corp (EFSC)
6067
Enterprise Financial Services Corp (EFSC)
Missouri
$169M -$10.6M -6% 0.65% 112% 155 8.39% 7.7
SF
6068
Symphony Financial
Texas
$169M -$468M -73% 4.89% 95.7% 230 65.22% 2.5
Intel Corp
6069
Intel Corp
California
$169M -$52.8M -24% 22.2% 9.79% 2 0% 1.9
Axiom Financial Strategies
6070
Axiom Financial Strategies
Indiana
$169M -$10.6M -6% 1.77% 54.5% 51 23.53% 2
Osprey Private Wealth
6071
Osprey Private Wealth
New York
$169M +$25.4M +18% 1.3% – 51 11.76% 0.5
Black Diamond Capital Management
6072
Black Diamond Capital Management
Connecticut
$168M -$17.3M -9% 7.24% 28.3% 14 7.14% 2.8
AllSquare Wealth Management
6073
AllSquare Wealth Management
New York
$168M -$5.48M -3% 0.75% 62.4% 553 5.06% 5.7
Wynn Capital
6074
Wynn Capital
Georgia
$168M +$10M +6% 1.95% 115% 112 8.04% 1.1
Prairie Sky Financial Group
6075
Prairie Sky Financial Group
Illinois
$168M +$5.3M +3% 0.96% – 75 8% 1.6