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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)
SWP
6376
Semus Wealth Partners
Florida
$143M +$13.4M +10% 6.23% 107% 128 15.63% 1.3
QVIDTVM Management
6377
QVIDTVM Management
Texas
$143M +$17.8M +14% 12.1% 19.5% 8 12.5% 1.1
Teca Partners
6378
Teca Partners
Texas
$143M -$750K -0.5% 13.9% 66% 13 38.46% 1.5
Osprey Private Wealth
6379
Osprey Private Wealth
New York
$143M – – 8.68% – 49 – 0
Caldwell Investment Management
6380
Caldwell Investment Management
Ontario, Canada
$143M +$9.7M +7% 13.7% 162% 39 33.33% 1.2
Wealth Forward LLC
6381
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 6.69% 48.8% 32 3.13% 0.7
PCP
6382
Perbak Capital Partners
United Kingdom
$142M -$196M -58% 9.33% – 57 49.12% 0.2
Clio Asset Management
6383
Clio Asset Management
Virginia
$142M +$14.4M +11% 10.9% 60.6% 14 14.29% 0.9
Solas Capital Management
6384
Solas Capital Management
Connecticut
$142M -$40.5M -22% 1.16% 62.5% 23 34.78% 2
OIM
6385
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 9.79% 52.8% 38 21.05% 9.1
VERITY Wealth Advisors
6386
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 6.1% 59.9% 76 6.58% 3.8
EdgeRock Capital
6387
EdgeRock Capital
Colorado
$142M +$13M +10% 4.45% 71.3% 299 81.61% 0.8
Crabel Capital Management
6388
Crabel Capital Management
California
$142M +$60.7M +75% 4.64% 13.9% 49 28.57% 1.3
Financial Alternatives
6389
Financial Alternatives
California
$142M +$9.07M +7% 7.08% 50.2% 85 3.53% 1.5
Lederer & Associates Investment Counsel
6390
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 6.86% 92.7% 88 9.09% 5.6
Lakehouse Capital
6391
Lakehouse Capital
Australia
$142M -$623K -0.4% 9.17% 87.4% 14 7.14% 3.2
Zynergy Retirement Planning
6392
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 6.9% – 129 17.05% 0.2
PS
6393
Pennant Select
New Jersey
$142M -$588K -0.4% 11.6% – 10 0% 0.7
GWMI
6394
Guardian Wealth Management (Illinois)
Illinois
$142M +$11.1M +8% 8.5% 103% 247 6.07% 2.2
Michelson Medical Research Foundation
6395
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 7.39% 52.2% 29 17.24% 1.1
Udine Wealth Management
6396
Udine Wealth Management
Florida
$142M -$1.82M -1% 4.12% 141% 30 26.67% 1.1
Muzinich & Co
6397
Muzinich & Co
New York
$142M +$10.8M +8% 2.93% 13.5% 58 36.21% 5
Partnership Wealth Management
6398
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 6.06% 67.6% 223 21.52% 0.7
Farrell Financial
6399
Farrell Financial
New York
$142M +$13.2M +10% 6.14% 57.8% 71 11.27% 0.7
SIG Growth Equity Funds Partnership
6400
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 35.9% – 1 0% 0.8