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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)
Vigilare Wealth Management
6226
Vigilare Wealth Management
Arizona
$77.3M -$14.8M -16% 4.83% 59.5% 121 22.31% 1.9
Industry Ventures
6227
Industry Ventures
California
$77.2M -$17M -18% 7.1% 77.4% 12 58.33% 0.4
G2VP I Associates
6228
G2VP I Associates
California
$77.2M +$14.4M +23% 22.9% – 1 0% 0.8
Yorktown Management & Research Company
6229
Yorktown Management & Research Company
Virginia
$77.2M -$380K -0.5% 2.77% 211% 233 38.63% 1.5
Sanctuary Wealth Management
6230
Sanctuary Wealth Management
Idaho
$77.1M -$4.44M -5% 3.07% – 34 23.53% 2.5
KLK Capital Management
6231
KLK Capital Management
California
$77.1M – – 1.21% – 49 – 0.9
Park Avenue Institutional Advisers
6232
Park Avenue Institutional Advisers
New York
$77M +$6.06M +9% 4.48% – 8 37.5% 0.8
Upper Left Wealth Management
6233
Upper Left Wealth Management
Florida
$77M -$9.43M -11% 9.63% 52.7% 52 9.62% 0.7
National Wealth Management Group
6234
National Wealth Management Group
Ohio
$76.9M -$2.41M -3% 3.46% 128% 159 54.09% 0.4
Redmont Wealth Advisors
6235
Redmont Wealth Advisors
Illinois
$76.9M -$5.69M -7% 3.73% 46.1% 114 19.3% 0.6
SRH Advisors
6236
SRH Advisors
Kansas
$76.8M -$4.27M -5% 5.69% 55.7% 323 6.81% 5.1
Mount Vernon Associates
6237
Mount Vernon Associates
Maryland
$76.8M -$5.25M -6% 2.86% 136% 53 9.43% 6.7
Once Capital Management
6238
Once Capital Management
New York
$76.7M -$1.8M -2% 1.15% 627% 23 0% 0.7
Watershed Asset Management
6239
Watershed Asset Management
California
$76.7M -$4.12M -5% 6.21% – 160 51.25% 0.4
Reverence Capital Partners
6240
Reverence Capital Partners
New York
$76.6M -$6.62M -8% 7.95% 5.38% 1 0% 0.8
Orca Investment Management
6241
Orca Investment Management
Oregon
$76.6M -$31.5M -29% 6.55% 139% 59 3.39% 5.4
Provence Wealth Management Group
6242
Provence Wealth Management Group
California
$76.6M +$415K +0.5% 5.7% – 56 7.14% 0.7
Ewing Morris & Co Investment Partners
6243
Ewing Morris & Co Investment Partners
Ontario, Canada
$76.5M -$71M -48% 10.5% 63.5% 21 28.57% 0.6
Penn Mutual Asset Management
6244
Penn Mutual Asset Management
Pennsylvania
$76.4M +$2.23M +3% 7.48% 32% 72 40.28% 1
Spartan Planning & Wealth Management
6245
Spartan Planning & Wealth Management
North Carolina
$76.4M +$1.48M +2% 0.52% – 129 34.88% 0.4
Community Capital Management
6246
Community Capital Management
Florida
$76.4M -$5.97M -7% 5.11% 55.6% 81 12.35% 0.5
Ratos AB
6247
Ratos AB
Sweden
$76.4M – – 17.6% – 1 – 1.5
Absolute Capital Management
6248
Absolute Capital Management
Pennsylvania
$76.3M +$13.9M +22% 4.25% 98.2% 530 91.32% 0
SCHF (GPE)
6249
SCHF (GPE)
Wyoming
$76M +$8.32M +12% 4.71% – 6 50% 1.1
Echo Wealth Management
6250
Echo Wealth Management
Minnesota
$76M +$1.25M +2% 4.27% 42.9% 55 38.18% 1.3