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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)
Symphony Financial Services
6351
Symphony Financial Services
Ohio
$153M +$28.6M +23% 2.9% – 91 17.58% 0.6
TM
6352
Thiel Macro
California
$153M +$35M +30% 14.1% – 6 66.67% 0.1
WHGC
6353
Wealth High Governance Capital
Brazil
$153M -$126M -45% 0.33% 622% 61 83.61% 0.2
Catalina Capital Group
6354
Catalina Capital Group
California
$153M -$151M -50% 2.41% – 379 55.15% 1
Blue Sky Capital Consultants Group
6355
Blue Sky Capital Consultants Group
California
$153M -$13.5M -8% 8.44% – 55 12.73% 0.2
Value Base
6356
Value Base
Israel
$153M -$10.4M -6% 15.7% – 9 22.22% 0.2
Attessa Capital
6357
Attessa Capital
Arizona
$153M +$6.21M +4% 0.85% – 42 11.9% 0.2
Godshalk Welsh Capital Management
6358
Godshalk Welsh Capital Management
Pennsylvania
$153M -$2.05M -1% 0% 61.1% 125 7.2% 6.6
McGinn Penninger Investment Management
6359
McGinn Penninger Investment Management
Virginia
$153M +$3.08M +2% 3.73% 51.9% 45 46.67% 2
Level Wealth Management
6360
Level Wealth Management
North Carolina
$153M +$11.3M +8% 0.66% – 55 9.09% 0.2
Signature Wealth Management Partners
6361
Signature Wealth Management Partners
New Jersey
$153M +$7.15M +5% 2.3% 97.9% 107 8.41% 3.1
Fortune 45 LLC
6362
Fortune 45 LLC
Louisiana
$153M -$553K -0.4% 4.89% 85.2% 31 22.58% 2
McCarter Private Wealth Services
6363
McCarter Private Wealth Services
Massachusetts
$153M -$4.97M -3% 0.84% – 109 14.68% 0.5
EP
6364
Elkhorn Partners
Nebraska
$153M +$260K +0.2% 2.78% 32.2% 44 25% 6
Aspen Wealth Strategies
6365
Aspen Wealth Strategies
Colorado
$153M -$3.79M -2% 2.34% 65.8% 86 10.47% 1.6
Holos Integrated Wealth
6366
Holos Integrated Wealth
Pennsylvania
$153M +$6.2M +4% 1.86% – 322 4.97% 0.2
Flower City Capital
6367
Flower City Capital
New York
$152M -$11M -7% 1.28% 69.5% 40 20% 2
Union Square Park Capital Management
6368
Union Square Park Capital Management
New York
$152M -$2.63M -2% 17.3% 75.8% 58 67.24% 0.6
Peoples Bank (Ohio)
6369
Peoples Bank (Ohio)
Ohio
$152M -$17.4M -10% 2.25% 78.9% 101 10.89% 5.8
FSC Wealth Advisors
6370
FSC Wealth Advisors
New York
$152M -$2.93M -2% 0.77% 66.4% 330 28.79% 2
Nicholson Wealth Management Group
6371
Nicholson Wealth Management Group
South Carolina
$152M +$2.75M +2% 1.65% – 103 4.85% 0.5
New Millennium Group
6372
New Millennium Group
Utah
$152M -$18.7M -11% 6.28% 176% 650 33.38% 0.9
Clarity Capital Advisors
6373
Clarity Capital Advisors
Florida
$152M +$3M +2% 0.06% 57.9% 85 10.59% 1.1
Menard Financial Group
6374
Menard Financial Group
Texas
$152M -$14.4M -9% 2.66% 141% 322 72.05% 1.9
Penney Financial
6375
Penney Financial
Texas
$152M +$3.15M +2% 1.66% 54.8% 39 5.13% 1.1