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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)
KTC
6076
Kentucky Trust Company
Kentucky
$168M -$1.82M -1% 1.74% – 305 2.62% 0.2
Kaleidoscope Capital
6077
Kaleidoscope Capital
Massachusetts
$168M +$66.3M +65% 9.32% – 9 0% 2.6
Apricus Wealth
6078
Apricus Wealth
South Carolina
$168M +$14.1M +9% 5.81% 80.6% 121 19.83% 1.9
Sovereign's Capital Management
6079
Sovereign's Capital Management
Georgia
$168M +$11.3M +7% 2.73% – 84 5.95% 0.2
Alamar Capital Management
6080
Alamar Capital Management
California
$168M -$14.8M -8% 1.61% – 84 20.24% 2.4
PACK Private Wealth
6081
PACK Private Wealth
Minnesota
$168M -$2.21M -1% 0.03% 52.8% 43 11.63% 2.6
Taylor Frigon Capital Management
6082
Taylor Frigon Capital Management
Arizona
$168M -$29.6M -15% 10.8% 152% 96 11.46% 4.4
Hippocratic Financial Advisors
6083
Hippocratic Financial Advisors
California
$168M +$24.1M +17% 1.08% – 22 13.64% 0.2
FC
6084
Franchise Capital
Cayman Islands
$168M -$47.8M -22% 0.01% 537% 29 75.86% 0.5
Pettee Investors
6085
Pettee Investors
Connecticut
$168M -$29.1M -15% 0.33% 96.1% 118 9.32% 7
Centerline Wealth Advisors
6086
Centerline Wealth Advisors
Kentucky
$168M -$2.88M -2% 2.18% – 38 13.16% 0.2
Starwood Capital Group Management
6087
Starwood Capital Group Management
Florida
$168M +$4.05M +2% 3.07% 16.2% 7 0% 1
Evergreen Wealth Management
6088
Evergreen Wealth Management
Michigan
$167M -$1.78M -1% 0.72% 68.8% 57 14.04% 1.9
Thrive Capital Management (Pennsylvania)
6089
Thrive Capital Management (Pennsylvania)
Pennsylvania
$167M -$50.8M -23% 0.81% 65.3% 154 63.64% 0.7
Friedenthal Financial
6090
Friedenthal Financial
New Jersey
$167M -$3.69M -2% 0.36% 105% 313 49.84% 1.7
Regency Capital Management
6091
Regency Capital Management
Hawaii
$167M -$17.4M -9% 2.58% 92.1% 54 29.63% 1.8
Ranmore Fund Management
6092
Ranmore Fund Management
United Kingdom
$167M +$59.4M +55% 1.27% – 19 47.37% 0.2
Capital Wealth Alliance
6093
Capital Wealth Alliance
Arizona
$167M -$9.18M -5% 8.17% 124% 85 20% 2.6
Copperleaf Capital
6094
Copperleaf Capital
North Carolina
$167M +$9.43M +6% 3.15% 102% 112 23.21% 1.9
Matrix Private Capital Group
6095
Matrix Private Capital Group
New York
$167M -$8.3M -5% 0.85% 62.5% 151 9.27% 4
CWM
6096
CCG Wealth Management
California
$167M -$12.4M -7% 5.2% 82.6% 77 11.69% 3.1
SC
6097
Serenity Capital
California
$167M – – 5.18% – 7 – 0.6
SCMS
6098
Serenity Capital Management (Singapore)
Singapore
$167M +$18.1M +12% 5.18% 21% 7 28.57% 1
Friday Financial
6099
Friday Financial
Iowa
$167M +$22M +15% 2.32% – 72 11.11% 0.2
Kathryn A. Hall
6100
Kathryn A. Hall
$167M -$11M -6% 4.57% 95.2% 20 10% 4