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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)
Catawba River Capital
6101
Catawba River Capital
South Carolina
$110M +$14.6M +15% 4.49% 89.5% 22 18.18% 1.7
Institutional Venture Management XIII
6102
Institutional Venture Management XIII
California
$110M -$2.82M -2% 6.92% – 4 25% 1.2
McClarren Financial Advisors
6103
McClarren Financial Advisors
Pennsylvania
$110M +$4.7M +4% 6.2% 63% 485 3.09% 0.5
NED
6104
Nancy E. Dempze
$110M +$7.41M +7% 7.17% 83.1% 66 6.06% 4.6
ICMP
6105
Integrated Capital Management (Pennsylvania)
Pennsylvania
$110M +$1.44M +1% 3.48% 39.7% 95 42.11% 1.6
HTG Investment Advisors
6106
HTG Investment Advisors
Connecticut
$110M +$10.9M +11% 4.8% 57.4% 52 3.85% 0.2
A.D. Beadell Investment Counsel
6107
A.D. Beadell Investment Counsel
Wisconsin
$110M -$5.69M -5% 4.48% 83.3% 72 11.11% 5
Apricus Wealth
6108
Apricus Wealth
South Carolina
$110M -$195K -0.2% 0.71% 80.6% 86 12.79% 1.1
VeriStar Capital Management
6109
VeriStar Capital Management
New York
$110M +$6.03M +6% 11.3% 41% 12 25% 1
Granite Harbor Advisors
6110
Granite Harbor Advisors
Texas
$110M +$11.4M +12% 6.93% 61.5% 71 8.45% 0.2
Mountain Lake Investment Management
6111
Mountain Lake Investment Management
Florida
$110M -$22M -17% 0.2% 64% 35 45.71% 1.8
Objective Capital Management
6112
Objective Capital Management
Ohio
$110M +$8.89M +9% 8.1% – 98 9.18% 1.1
Strategic Financial Planning
6113
Strategic Financial Planning
Texas
$109M +$6.22M +6% 4.76% 47.5% 32 3.13% 2.7
Revisor Wealth Management
6114
Revisor Wealth Management
Ohio
$109M – – 5.17% 72% 154 – 0
Chesapeake Asset Management
6115
Chesapeake Asset Management
New York
$109M – – 7.08% 153% 422 – 0.7
Altman Advisors
6116
Altman Advisors
Illinois
$109M -$52.8M -33% 7.19% 143% 99 33.33% 2.1
Elevation Wealth Partners
6117
Elevation Wealth Partners
California
$109M – – 6.03% 69.9% 352 – 0
InTrack Investment Management
6118
InTrack Investment Management
Vermont
$109M +$9.22M +9% 9.09% 99.2% 135 22.22% 1.4
SRN Advisors
6119
SRN Advisors
Pennsylvania
$109M +$8.27M +8% 18.7% 146% 90 7.78% 1.4
Dominguez Wealth Management Solutions
6120
Dominguez Wealth Management Solutions
Virginia
$109M +$8.39M +8% 5.76% 59.7% 58 1.72% 0.2
Two Seas Capital
6121
Two Seas Capital
New York
$109M +$3.69M +4% 4.83% 344% 11 9.09% 0.9
Investments & Financial Planning LLC
6122
Investments & Financial Planning LLC
Kentucky
$109M +$6.9M +7% 6.09% 63.6% 36 0% 1.1
Riverwater Partners
6123
Riverwater Partners
Wisconsin
$109M -$8.23M -7% 6.98% 112% 215 20.47% 0.8
Euclidean Technologies Management
6124
Euclidean Technologies Management
Washington
$109M +$3.75M +4% 5.47% 124% 98 51.02% 1.1
Riverview Trust Company
6125
Riverview Trust Company
Washington
$109M +$3.1M +3% 8.64% 87.6% 747 12.99% 1.6