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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)
Forefront Wealth Management
6376
Forefront Wealth Management
Pennsylvania
$74.2M -$26.9M -27% 13.1% – 56 30.36% 0.4
Penn Mutual Asset Management
6377
Penn Mutual Asset Management
Pennsylvania
$74.2M -$12M -14% 8.85% 32% 65 33.85% 1
SCA
6378
SMH Capital Advisors
Texas
$74.2M +$12.6M +20% 2.73% 10.7% 65 16.92% 1.9
HFG Advisors
6379
HFG Advisors
Ohio
$74.1M -$13.5M -15% 14% 69.7% 94 19.15% 0.4
MU Investments Company
6380
MU Investments Company
Japan
$74M -$17.6M -19% 12.5% 40.4% 24 0% 5
KSCM
6381
Kamunting Street Capital Management
Florida
$74M -$6.39M -8% 21.5% 7.47% 51 58.82% 0.7
Gordian Capital (Singapore)
6382
Gordian Capital (Singapore)
Singapore
$73.9M -$48.5M -40% 19% 321% 152 26.32% 0.4
Portland Hill Asset Management
6383
Portland Hill Asset Management
United Kingdom
$73.9M -$36.4M -33% 17.7% 30.2% 46 6.52% 2.7
Platt Investment Counsel
6384
Platt Investment Counsel
Florida
$73.6M -$34M -32% 16.9% 62.9% 14 14.29% 1.4
David J. Yvars Group
6385
David J. Yvars Group
Florida
$73.5M -$70.2M -49% 15.8% 143% 81 24.69% 1.3
Compass Financial Advisors
6386
Compass Financial Advisors
Indiana
$73.3M -$17.1M -19% 14.5% – 140 12.86% 0.5
Daventry Group
6387
Daventry Group
New York
$73.3M -$22.8M -24% 26.7% 26.2% 8 25% 0.4
Pitti Group Wealth Management
6388
Pitti Group Wealth Management
New York
$73.3M -$12.5M -15% 13% 65.3% 71 23.94% 0.4
Clearfield Capital Management
6389
Clearfield Capital Management
New York
$73.2M -$84M -53% 19.2% 421% 6 50% 0.8
Fingerlakes Wealth Management
6390
Fingerlakes Wealth Management
New York
$73.1M -$12.4M -15% 16.4% 80.2% 98 12.24% 0.5
West Rim Capital Associates II
6391
West Rim Capital Associates II
Utah
$73M -$8.36M -10% 9.66% – 2 0% 0.5
Rizvi Traverse Management
6392
Rizvi Traverse Management
Florida
$73M -$72.3M -50% 48.8% – 2 0% 0.8
QP Wealth Management
6393
QP Wealth Management
New Jersey
$73M -$16.5M -18% 15% – 78 17.95% 1.6
Roberts Capital Advisors
6394
Roberts Capital Advisors
Colorado
$72.9M -$24M -25% 18.9% – 96 8.33% 0.5
Kingsbury Capital Investment Advisors
6395
Kingsbury Capital Investment Advisors
Illinois
$72.7M -$18.2M -20% 19.9% – 107 22.43% 0.2
OUP Management Company
6396
OUP Management Company
Pennsylvania
$72.7M -$58.7M -45% 31.4% – 16 6.25% 0.5
BAM
6397
Bosun Asset Management
Illinois
$72.6M -$22.5M -24% 13.9% 278% 77 19.48% 0.5
1620 Investment Advisors
6398
1620 Investment Advisors
Massachusetts
$72.5M -$19.4M -21% 9.44% 68.9% 147 29.93% 0.4
White Knight Strategic Wealth Advisors
6399
White Knight Strategic Wealth Advisors
New Jersey
$72.4M -$20.1M -22% 19.2% 111% 72 15.28% 0.5
Caspian Capital
6400
Caspian Capital
New York
$72.3M -$108M -60% 25.6% – 45 86.67% 0.4