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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)
Beacon Financial Strategies
6101
Beacon Financial Strategies
North Carolina
$116M -$1.1M -0.9% 4.58% 54.2% 34 5.88% 0.7
Bradley & Co Private Wealth Management
6102
Bradley & Co Private Wealth Management
Florida
$116M -$8.4M -7% 5.33% – 170 11.76% 0.9
VeriStar Capital Management
6103
VeriStar Capital Management
New York
$116M -$8.34M -7% 3.27% 41% 11 18.18% 0.2
Seven Grand Managers
6104
Seven Grand Managers
New York
$116M +$10.7M +10% 1.05% 281% 92 63.04% 0.1
GoalFusion Wealth Management
6105
GoalFusion Wealth Management
Texas
$116M +$14.3M +14% 2.58% 47.6% 22 45.45% 0.1
Touchstone Capital
6106
Touchstone Capital
Pennsylvania
$116M -$8.83M -7% 7.61% – 21 19.05% 0.9
PCM
6107
Potomac Capital Management
New York
$116M +$2.18M +2% 0.81% – 90 31.11% 1
Oppenheimer & Close
6108
Oppenheimer & Close
New York
$116M +$9.6M +9% 13.3% 149% 64 12.5% 3.8
Zeno Research
6109
Zeno Research
New York
$116M +$12.7M +12% 0.36% 25.2% 37 67.57% 0.3
Fort Henry Capital
6110
Fort Henry Capital
West Virginia
$116M -$4.07M -3% 5.21% 39.3% 15 13.33% 0.9
Valley Brook Capital Group
6111
Valley Brook Capital Group
Pennsylvania
$116M -$68K -0.1% 2.28% 122% 124 10.48% 1.1
CMS
6112
Capital Market Strategies
Florida
$116M -$5.72M -5% 3.14% 120% 168 20.24% 0.2
PFS Partners
6113
PFS Partners
New Jersey
$116M -$19.2M -14% 4.49% 65.2% 370 10.54% 0.2
Ardian France
6114
Ardian France
France
$116M -$21.7M -16% 14.5% – 1 0% 0.3
Coury Firm Asset Management
6115
Coury Firm Asset Management
Pennsylvania
$115M -$16.2M -12% 4.81% – 70 20% 0.2
Brooklyn FI
6116
Brooklyn FI
New York
$115M +$8.91M +8% 5.46% 54.7% 46 19.57% 0.2
Presidio Capital Management
6117
Presidio Capital Management
California
$115M -$1.12M -1% 1.18% 56.1% 47 44.68% 0.2
Shore Point Advisors
6118
Shore Point Advisors
New Jersey
$115M -$5.01M -4% 4.59% 54.6% 215 82.79% 0.2
McDonough Capital Management
6119
McDonough Capital Management
Florida
$115M -$7.78M -6% 3.41% 98.1% 42 4.76% 0.2
Madryn Asset Management
6120
Madryn Asset Management
New York
$115M -$35M -23% 17.2% – 4 0% 0.3
Azarias Capital Management
6121
Azarias Capital Management
Pennsylvania
$115M +$3.59M +3% 8.25% 58.2% 21 9.52% 0.3
Mitsubishi UFJ Morgan Stanley Securities
6122
Mitsubishi UFJ Morgan Stanley Securities
Japan
$115M -$88.6M -44% 1.65% – 200 39% 0.4
Dean Capital Management
6123
Dean Capital Management
Kansas
$115M -$1.26M -1% 1.35% 89.7% 77 9.09% 1.3
Opal Wealth Advisors
6124
Opal Wealth Advisors
New York
$115M -$43.2M -27% 7.49% 62.3% 134 27.61% 0.8
Capital CS Group
6125
Capital CS Group
California
$115M -$12.5M -10% 0.64% 22.5% 87 59.77% 0.5