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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)
Prostatis Group
6076
Prostatis Group
Maryland
$86.8M +$22.6M +35% 4.6% 72.9% 75 52% 1.1
Highland Management Partners 9
6077
Highland Management Partners 9
Massachusetts
$86.6M -$58M -40% 39.5% – 5 80% 0.4
Eagle Bluffs Wealth Management
6078
Eagle Bluffs Wealth Management
Missouri
$86.6M -$6.24M -7% 6.28% 95.5% 62 6.45% 0.7
Financial Council
6079
Financial Council
Maryland
$86.6M +$6.46M +8% 4.91% 80% 57 28.07% 0.7
TIM
6080
Timelo Investment Management
Ontario, Canada
$86.6M -$23.4M -21% 8.79% 104% 75 34.67% 0.6
Old North State Wealth Management
6081
Old North State Wealth Management
North Carolina
$86.5M -$1.27M -1% 5.18% 91.5% 61 13.11% 0.6
Guardian Financial Partners
6082
Guardian Financial Partners
California
$86.3M -$2.95M -3% 6.96% 50.2% 42 28.57% 0.7
Private Harbour Investment Management & Counsel
6083
Private Harbour Investment Management & Counsel
Ohio
$86.2M -$3.92M -4% 5.34% 82.6% 49 4.08% 5.2
MAM
6084
Marketfield Asset Management
New York
$86.2M -$5.84M -6% 2.86% 61.5% 36 16.67% 3.8
Fortune 45 LLC
6085
Fortune 45 LLC
Louisiana
$86.2M -$928K -1% 4.95% 85.2% 60 61.67% 0.5
RiverVest Venture Management
6086
RiverVest Venture Management
Missouri
$86.1M +$18.1M +27% 38.4% 16.5% 6 0% 1.5
Chico Wealth RIA
6087
Chico Wealth RIA
California
$86.1M -$36.9M -30% 6.64% 74.7% 24 16.67% 0.4
SFI Advisors
6088
SFI Advisors
New Jersey
$86.1M -$4.13M -5% 4.86% 82.9% 68 10.29% 0.6
MF
6089
Meridian Financial
Massachusetts
$86M -$2.82M -3% 4.68% 58.5% 90 8.89% 0.7
OCM
6090
Ogborne Capital Management
California
$86M +$16.2M +23% 18.8% 251% 12 66.67% 0.7
Barden Capital Management
6091
Barden Capital Management
Texas
$85.9M -$6.36M -7% 5.13% 80.1% 67 16.42% 0.7
Wilson & Boucher Capital Management
6092
Wilson & Boucher Capital Management
California
$85.9M -$5.17M -6% 4.59% 69.8% 97 5.15% 0.7
Spark Growth Management Partners II
6093
Spark Growth Management Partners II
Massachusetts
$85.8M -$40.2M -32% 19.6% – 3 33.33% 1.3
RCWM
6094
Royal Capital Wealth Management
Indiana
$85.8M -$6.37M -7% 5.38% 83.8% 97 12.37% 0.7
Qualcomm Inc
6095
Qualcomm Inc
California
$85.7M -$37.1M -30% 1.64% – 12 25% 1.6
325 Capital
6096
325 Capital
New York
$85.7M -$22.1M -21% 5.8% 226% 11 36.36% 0.6
Touchstone Capital
6097
Touchstone Capital
Pennsylvania
$85.7M -$15.6M -15% 4.79% – 21 14.29% 1.4
Sustainable Insight Capital Management
6098
Sustainable Insight Capital Management
New York
$85.6M -$14.9M -15% 1.11% 150% 134 38.81% 1.6
Brewster Financial Planning
6099
Brewster Financial Planning
New York
$85.6M -$4.46M -5% 6.04% 44.3% 12 0% 0.8
MIM
6100
Meixler Investment Management
Arizona
$85.6M -$1.78M -2% 2.66% 66.2% 97 24.74% 0.6