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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)
Crew Capital Management
6401
Crew Capital Management
Ohio
$92.9M +$4.94M +6% 1.99% 104% 92 27.17% 1.9
Yost Capital Management
6402
Yost Capital Management
Texas
$92.8M -$10.3M -10% 0.76% 125% 15 13.33% 0.6
Echo Wealth Management
6403
Echo Wealth Management
Minnesota
$92.8M +$302K +0.3% 2.43% 42.9% 42 14.29% 1.8
Gordian Capital (Singapore)
6404
Gordian Capital (Singapore)
Singapore
$92.7M +$20.8M +29% 2.51% 321% 139 12.23% 1.3
SIA
6405
Schear Investment Advisers
Ohio
$92.7M -$1.9M -2% 0.7% 241% 81 3.7% 0.7
Agincourt Capital Management
6406
Agincourt Capital Management
Virginia
$92.7M -$3.22M -3% 3.73% 0.36% 4 0% 1.8
Farley Capital
6407
Farley Capital
New York
$92.7M +$650K +0.7% 3.51% 105% 12 8.33% 5.5
Lauer Wealth
6408
Lauer Wealth
Indiana
$92.6M -$4.1M -4% 3.52% 89.4% 50 18% 0.4
Palladiem
6409
Palladiem
Pennsylvania
$92.6M -$4.58M -5% 1.98% – 64 23.44% 2.3
Peak Financial Advisors
6410
Peak Financial Advisors
Colorado
$92.5M -$34.9M -27% 1.46% 40.1% 78 46.15% 1
Copperleaf Capital
6411
Copperleaf Capital
North Carolina
$92.5M -$14.2M -13% 3.36% 102% 88 22.73% 1.6
Starfox Financial Services
6412
Starfox Financial Services
Texas
$92.5M -$4.68M -5% 2.23% – 30 30% 1.1
Oder Investment Management
6413
Oder Investment Management
California
$92.3M +$1.05M +1% 2.82% 97.5% 89 4.49% 1.9
EDBI Pte Ltd
6414
EDBI Pte Ltd
Singapore
$92.3M -$31.4M -25% 11.9% 6.21% 19 10.53% 1.4
BAM
6415
Bosun Asset Management
Illinois
$92.3M -$9.7M -9% 1.35% 278% 208 59.62% 1
Precision Wealth Strategies
6416
Precision Wealth Strategies
Missouri
$92.2M +$31.1M +51% 0.71% 106% 110 66.36% 0.8
Clifford Group
6417
Clifford Group
Massachusetts
$92.2M -$907K -1% 3.14% 67.9% 72 4.17% 0.7
RFMS
6418
RWQ Financial Management Services
Florida
$92.1M -$21.9M -19% 2.55% 446% 27 33.33% 1.4
Melfa Wealth Management
6419
Melfa Wealth Management
Massachusetts
$92M -$6.64M -7% 6.89% 42.9% 142 3.52% 0.7
Twenty Acre Capital
6420
Twenty Acre Capital
Pennsylvania
$92M -$1.55M -2% 6.67% 196% 20 25% 1.1
EVP
6421
Evergreen Venture Partners
Israel
$92M +$16.5M +22% 21.9% 88.4% 1 0% 1.8
National Wealth Management Group
6422
National Wealth Management Group
Ohio
$91.9M -$4.25M -4% 0.73% 128% 156 39.1% 0.9
Monetta Financial Services
6423
Monetta Financial Services
Illinois
$91.8M -$10.5M -10% 0.54% 275% 57 35.09% 2.6
Columbia Advisory Partners
6424
Columbia Advisory Partners
Washington
$91.8M -$1.76M -2% 2.53% 69.7% 70 21.43% 0.9
Sanctuary Wealth Management
6425
Sanctuary Wealth Management
Idaho
$91.7M -$2.81M -3% 2.31% – 314 16.88% 0.9