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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)
SVG
6301
Sun Valley Gold
Idaho
$101M -$55.4M -35% 10.5% 160% 11 9.09% 3.3
Envision Financial Planning
6302
Envision Financial Planning
Tennessee
$101M – – 3.5% 32.1% 24 – 0
Morling Financial Advisors
6303
Morling Financial Advisors
California
$101M -$3.15M -3% 3.59% 91.2% 75 2.67% 1.4
SRN Advisors
6304
SRN Advisors
Pennsylvania
$101M -$11.5M -10% 4.4% 146% 86 0% 1.9
Perkins Capital Management
6305
Perkins Capital Management
Minnesota
$101M -$13.9M -12% 6.56% 303% 102 8.82% 4.4
Kennon-Green & Company
6306
Kennon-Green & Company
Ohio
$101M -$6.74M -6% 5.16% 58.4% 45 4.44% 0.7
Clay Northam Wealth Management
6307
Clay Northam Wealth Management
California
$101M -$4.38M -4% 2.71% 125% 81 7.41% 1.4
Kolinsky Wealth Management
6308
Kolinsky Wealth Management
New Jersey
$101M -$4.68M -4% 2.56% 44.6% 144 13.19% 1.3
Applied Capital LLC
6309
Applied Capital LLC
Florida
$101M -$5.18M -5% 2.71% 78.3% 78 1.28% 0.7
MY Wealth Management
6310
MY Wealth Management
Maryland
$101M -$8.98M -8% 4.58% 41.2% 29 0% 1.3
4J Wealth Management
6311
4J Wealth Management
Virginia
$100M -$2.6M -3% 1.88% 68.2% 88 6.82% 1.8
Widmann Financial Services
6312
Widmann Financial Services
Maryland
$100M -$4.17M -4% 4.55% 75.2% 88 5.68% 1.6
CMS
6313
Capital Market Strategies
Florida
$100M -$7.77M -7% 2.24% 120% 150 9.33% 0.7
Oppenheimer & Close
6314
Oppenheimer & Close
New York
$100M +$3.94M +4% 1.52% 149% 56 8.93% 4.3
Center For Asset Management
6315
Center For Asset Management
Florida
$100M -$5.71M -5% 3.13% 66.6% 106 16.98% 1.5
Clearfield Capital Management
6316
Clearfield Capital Management
New York
$100M -$23.1M -19% 6.91% 421% 10 80% 0.8
Foundation Wealth Management (Missouri)
6317
Foundation Wealth Management (Missouri)
Missouri
$100M -$2.44M -2% 3.4% 74.9% 40 5% 0.7
Silvia McColl Wealth Management
6318
Silvia McColl Wealth Management
California
$100M -$7.75M -7% 1.94% 82.7% 108 10.19% 0.7
Rip Road Capital Partners
6319
Rip Road Capital Partners
Massachusetts
$100M +$16.2M +19% 2.79% 121% 15 40% 1.5
Brewster Financial Planning
6320
Brewster Financial Planning
New York
$100M -$3.64M -4% 4.21% 44.3% 15 0% 1.5
Fortune 45 LLC
6321
Fortune 45 LLC
Louisiana
$100M +$1.76M +2% 2.62% 85.2% 32 21.88% 1.3
Oaktree Fund Advisors
6322
Oaktree Fund Advisors
California
$100M -$18.3M -15% 6.28% 132% 47 4.26% 0.9
Indie Asset Partners
6323
Indie Asset Partners
Indiana
$99.2M +$7.28M +8% 4.61% 119% 85 10.59% 2.5
Evergreen Wealth Solutions
6324
Evergreen Wealth Solutions
Pennsylvania
$99.1M -$70.5K -0.1% 2.71% 70.9% 109 9.17% 1.3
Atlantic Private Wealth
6325
Atlantic Private Wealth
North Carolina
$99M +$686K +0.7% 2.66% 55.7% 125 24.8% 0.7