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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)
McCarter Private Wealth Services
6076
McCarter Private Wealth Services
Massachusetts
$195M +$20.4M +12% 9.95% – 130 12.31% 0.8
Spectrum Strategic Capital Management
6077
Spectrum Strategic Capital Management
Oregon
$195M -$3.57M -2% 8.31% 85.6% 47 8.51% 1.1
Pinnacle Wealth Management Group
6078
Pinnacle Wealth Management Group
Michigan
$195M +$20.7M +12% 8.99% 64.3% 131 9.16% 2.2
Touchstone Capital
6079
Touchstone Capital
Pennsylvania
$195M – – 8% – 49 – 0.8
R.W. Roge & Company
6080
R.W. Roge & Company
New York
$195M +$18.9M +11% 7.8% 68.1% 59 11.86% 3
Quarry Hill Advisors
6081
Quarry Hill Advisors
Minnesota
$195M +$23.1M +13% 7.74% 62.5% 52 13.46% 2.3
Main Line Retirement Advisors
6082
Main Line Retirement Advisors
Montana
$195M +$19.3M +11% 5.19% 47.6% 46 10.87% 1.5
Yorktown Energy Partners XI
6083
Yorktown Energy Partners XI
New York
$195M +$79.8M +69% 111% 105% 3 0% 5.1
Fairfield, Bush & Co
6084
Fairfield, Bush & Co
Connecticut
$195M +$17.9M +10% 11.9% 112% 122 11.48% 6.3
Peninsula Asset Management
6085
Peninsula Asset Management
Florida
$195M +$5.36M +3% 4.85% 44.1% 45 4.44% 8.8
Brendel Financial Advisors
6086
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 10.6% 126% 127 40.16% 1.7
Tenon Financial
6087
Tenon Financial
New Jersey
$195M -$31.7M -14% 6.12% – 49 8.16% 1.3
Makaira Partners
6088
Makaira Partners
California
$195M -$134M -41% 8.89% 22% 13 7.69% 3.2
BAM
6089
Bosun Asset Management
Illinois
$195M -$141M -42% 8.35% 278% 200 66.5% 2.5
Trivant Custom Portfolio Group
6090
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 7.66% 86.1% 105 23.81% 1.6
EntreWealth
6091
EntreWealth
Texas
$194M +$49.7M +34% 5.26% – 86 26.74% 0.5
Enterprise Financial Services Corp (EFSC)
6092
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 8.06% 112% 170 12.35% 7.3
School Employees Retirement Board of Ohio
6093
School Employees Retirement Board of Ohio
Ohio
$194M +$19M +11% 8.15% – 5 40% 0.6
American Trust Investment Advisors
6094
American Trust Investment Advisors
New Hampshire
$194M -$4.26M -2% 6.36% 91% 93 25.81% 4.4
Friedenthal Financial
6095
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 6.1% 105% 324 37.65% 1.7
Birchcreek Wealth Management
6096
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 6.9% 80.7% 122 11.48% 3.1
Delta Capital Management
6097
Delta Capital Management
New Jersey
$193M +$14.6M +8% 10.1% 129% 106 8.49% 5.6
Banque de Luxembourg
6098
Banque de Luxembourg
Luxembourg
$193M +$18.8M +11% 8.56% – 93 20.43% 0.7
Birchbrook
6099
Birchbrook
Maine
$193M +$6.74M +4% 5.16% 49.1% 279 4.66% 1.5
Tower View Wealth Management
6100
Tower View Wealth Management
Wisconsin
$193M +$371K +0.2% 6.18% 135% 200 16% 3.8