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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)
Peregrine Asset Advisers
6351
Peregrine Asset Advisers
Oregon
$94.2M +$9.7M +11% 10.6% 182% 72 43.06% 3.6
RCWM
6352
Royal Capital Wealth Management
Indiana
$94.1M +$8.24M +10% 10.8% 83.8% 102 18.63% 0.8
Forest Avenue Capital Management
6353
Forest Avenue Capital Management
Florida
$94M – – 9.01% 415% 12 – 0
Tevis Investment Management
6354
Tevis Investment Management
Texas
$93.9M -$8.91M -9% 13.3% 58.7% 215 63.26% 0.9
Echo Wealth Management
6355
Echo Wealth Management
Minnesota
$93.9M +$17.9M +23% 5.49% 42.9% 49 28.57% 1.3
Alight Capital Management
6356
Alight Capital Management
New York
$93.9M +$15.6M +20% 14.3% 466% 59 71.19% 0.6
Templeton & Phillips Capital Management
6357
Templeton & Phillips Capital Management
Tennessee
$93.8M – – 10% 74.3% 20 – 0
New Millennium Group
6358
New Millennium Group
Utah
$93.7M +$2.97M +3% 7.16% 176% 482 15.77% 0.5
Harvest Investment Services
6359
Harvest Investment Services
Illinois
$93.6M +$11.9M +15% 11.8% 282% 143 40.56% 1.7
Sensible Money
6360
Sensible Money
Arizona
$93.5M – – 10.7% 69.1% 73 – 0
BC
6361
Belmont Capital
California
$93.5M +$8.72M +10% 1.7% 182% 136 12.5% 1.2
River Street Advisors
6362
River Street Advisors
Illinois
$93.4M – – 9.72% 93.5% 104 – 0
Crescent Sterling
6363
Crescent Sterling
Louisiana
$93.2M – – 12.9% 68.6% 66 – 0
Basso Capital Management
6364
Basso Capital Management
Connecticut
$93.1M -$321M -77% 7.85% 85.5% 491 99.8% 0.1
Aldebaran Financial
6365
Aldebaran Financial
$93.1M +$2.02M +2% 5.01% 89.7% 78 5.13% 5.2
CMS
6366
Capital Market Strategies
Florida
$93M +$4.1M +5% 6.49% 120% 144 11.81% 0.9
Atlantic Private Wealth
6367
Atlantic Private Wealth
North Carolina
$93M +$3.82M +4% 7.7% 55.7% 42 7.14% 0.9
CWMGP
6368
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$92.9M +$14.8M +19% 8.24% 75.9% 61 11.48% 0.9
Long Walk Management
6369
Long Walk Management
Connecticut
$92.8M -$11.1M -11% 9.67% 302% 7 0% 0.8
LTG Capital
6370
LTG Capital
Massachusetts
$92.8M +$67.3M +264% 11.6% 56% 26 11.54% 0.9
Dover Advisors
6371
Dover Advisors
Virginia
$92.7M – – 8.97% 65% 93 – 0
Sightline Wealth Advisors
6372
Sightline Wealth Advisors
Connecticut
$92.7M +$7.63M +9% 8.75% 48.5% 66 33.33% 1.2
Prosperity Financial Group
6373
Prosperity Financial Group
California
$92.7M – – 5.53% 108% 88 – 0
UAML
6374
US Asset Management LLC
Pennsylvania
$92.7M – – 10.8% – 237 – 1
SCM
6375
Stonehill Capital Management
New York
$92.6M -$30.5M -25% 3.32% 117% 16 37.5% 1.2