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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)
Pacific Wealth Strategies Group
6301
Pacific Wealth Strategies Group
California
$71.8M -$5.85M -8% 4.37% 75.5% 46 15.22% 4.2
Grand Central Investment Group
6302
Grand Central Investment Group
Florida
$71.7M +$2.3M +3% 4.78% – 36 11.11% 1.5
KPCB DGF Associates
6303
KPCB DGF Associates
California
$71.7M -$20.5M -22% 22.3% – 2 0% 0.8
EMJ Capital
6304
EMJ Capital
Ontario, Canada
$71.4M -$18.4M -20% 39.2% – 24 54.17% 0.3
LCH
6305
Lee Capital Holdings
New York
$71.3M -$56.4M -44% 2.77% 34.4% 60 51.67% 2.3
Gunderson Capital Management
6306
Gunderson Capital Management
South Carolina
$71M -$46.4M -40% 9.32% 961% 48 72.92% 0.6
Mayfair Advisory Group
6307
Mayfair Advisory Group
Alabama
$70.8M -$5.16M -7% 4.21% 71.5% 127 19.69% 1.4
Davide Leone & Partners Investment Company
6308
Davide Leone & Partners Investment Company
United Kingdom
$70.8M +$48.2M +214% 5.53% 64.1% 5 80% 1.6
Nvest Financial
6309
Nvest Financial
New Hampshire
$70.7M -$24.6M -26% 4.6% 92.8% 52 11.54% 0.5
SBB Research Group
6310
SBB Research Group
Illinois
$70.6M -$179M -72% 5.75% – 74 55.41% 0.5
Lane Generational
6311
Lane Generational
Massachusetts
$70.6M -$4.19M -6% 2.77% 148% 36 22.22% 0.6
Montchanin Asset Management
6312
Montchanin Asset Management
Delaware
$70.6M -$1.64M -2% 2.77% – 53 16.98% 0.2
Meridian Financial Partners
6313
Meridian Financial Partners
Virginia
$70.6M -$76.9M -52% 5.17% 73.1% 89 51.69% 2.1
Evergreen Wealth Solutions
6314
Evergreen Wealth Solutions
Pennsylvania
$70.5M -$11M -14% 4.37% 70.9% 105 17.14% 0.6
Cypress Capital Management (Wyoming)
6315
Cypress Capital Management (Wyoming)
Wyoming
$70.3M -$7.1M -9% 3.93% 161% 188 16.49% 3.3
Covalent Partners
6316
Covalent Partners
Massachusetts
$70.2M -$10.1M -13% 0.08% 36.6% 53 16.98% 1
CCM
6317
Composite Capital Management
Hong Kong
$70.1M +$3.41M +5% 5.12% – 1 0% 1.3
Sozo Ventures GP II
6318
Sozo Ventures GP II
California
$70M +$19M +37% 37.2% 8.44% 1 0% 0.8
Tinicum
6319
Tinicum
New York
$69.9M -$9M -11% 11.4% 21.1% 1 0% 7.5
White Knight Strategic Wealth Advisors
6320
White Knight Strategic Wealth Advisors
New Jersey
$69.9M -$2.53M -3% 3.79% 111% 67 13.43% 0.7
Lionsbridge Wealth Management
6321
Lionsbridge Wealth Management
Florida
$69.8M -$16.7M -19% 0.48% 66% 42 30.95% 1.6
Caprin Asset Management
6322
Caprin Asset Management
Virginia
$69.6M -$27.9M -29% 3.69% 7.87% 17 0% 5.2
QP Wealth Management
6323
QP Wealth Management
New Jersey
$69.5M -$3.5M -5% 2.41% – 76 23.68% 1.9
Ramsey Quantitative Systems
6324
Ramsey Quantitative Systems
Kentucky
$69.4M -$1.57M -2% 5.32% 51.1% 5 80% 2.8
Iron Horse Wealth Management
6325
Iron Horse Wealth Management
Iowa
$69.3M -$106M -61% 5.88% 29.1% 315 52.06% 1.3