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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)
Medina Value Partners
6101
Medina Value Partners
California
$117M +$7.48K +0% 10.6% 80% 19 57.89% 0.4
Broadview Financial Management
6102
Broadview Financial Management
Wisconsin
$117M +$2.55M +2% 4.67% 52.4% 42 7.14% 4.5
Onyx Financial Advisors
6103
Onyx Financial Advisors
Idaho
$117M +$8.37M +8% 4.68% 57.8% 11 9.09% 0.5
MFFIA
6104
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$117M -$768K -0.7% 2.89% 136% 64 7.81% 0.5
Olistico Wealth
6105
Olistico Wealth
Oklahoma
$117M +$12.7M +12% 10.2% 108% 117 22.22% 0.4
PIP
6106
PB Investment Partners
California
$117M +$3.07M +3% 10.7% 81.1% 12 16.67% 1.3
Kaizen Financial Strategies
6107
Kaizen Financial Strategies
California
$117M +$15.5M +15% 10.4% 126% 122 22.95% 1.5
KilterHowling LLC
6108
KilterHowling LLC
Colorado
$117M +$14.4M +14% 4.5% 51.3% 54 5.56% 1.1
Costello Asset Management
6109
Costello Asset Management
Pennsylvania
$117M +$19.6M +20% 5.02% 65.9% 221 14.48% 2.7
SCA
6110
Sassicaia Capital Advisers
New York
$117M +$1.63M +1% 29.6% 4,519% 56 76.79% 0.2
HIA
6111
Harvest Investment Advisors
Florida
$117M +$4.37M +4% 5.66% 78.3% 54 3.7% 0.5
Doheny Asset Management
6112
Doheny Asset Management
California
$117M +$5.3M +5% 8.98% 135% 75 6.67% 6.1
NED
6113
Nancy E. Dempze
$117M +$6.72M +6% 7.39% 83.1% 65 3.08% 4.9
Jupiter Wealth Management
6114
Jupiter Wealth Management
Colorado
$116M +$7.82M +7% 7.42% 99.2% 72 13.89% 2.5
New Leaf Venture Partners
6115
New Leaf Venture Partners
New York
$116M -$4.58M -4% 8.17% 3.91% 17 17.65% 3.8
Broadcrest Asset Management
6116
Broadcrest Asset Management
Florida
$116M +$1.32M +1% 4.96% 54.1% 7 14.29% 1.3
Lakehouse Capital
6117
Lakehouse Capital
Australia
$116M +$3.2M +3% 13.7% 87.4% 13 0% 2.6
McAlister Sweet & Associates
6118
McAlister Sweet & Associates
Texas
$116M +$25.3M +28% 7.88% 83.6% 40 35% 0.7
Successful Portfolios
6119
Successful Portfolios
Florida
$116M -$43.1M -27% 7.05% 110% 195 24.62% 4.2
Western Standard LLC
6120
Western Standard LLC
California
$116M +$17.5M +18% 7.69% 83.7% 45 66.67% 0.6
Signify Wealth
6121
Signify Wealth
Missouri
$116M +$2.78M +2% 4.37% 36.7% 32 28.13% 1.1
HM
6122
Harvest Management
New York
$116M -$16.5M -12% 14.4% 610% 75 70.67% 0.5
SkyKnight Capital
6123
SkyKnight Capital
California
$116M -$3.43M -3% 2.79% 11% 3 0% 1.5
Clayton Partners
6124
Clayton Partners
California
$116M +$13M +13% 5.65% 109% 38 21.05% 1.4
Barnes Pettey Financial Advisors
6125
Barnes Pettey Financial Advisors
Mississippi
$116M +$11M +10% 11.8% 79.7% 105 6.67% 1.1