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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)
MRP Capital Investments
6426
MRP Capital Investments
Georgia
$91.1M +$715K +0.8% 9.27% 222% 277 39.71% 0.2
Chicago Capital Management
6427
Chicago Capital Management
Illinois
$91.1M -$19.1M -17% 26.8% 270% 33 57.58% 0.3
Trustco Bank (New York)
6428
Trustco Bank (New York)
New York
$91M +$517K +0.6% 4.62% 131% 67 5.97% 6.1
McAlister Sweet & Associates
6429
McAlister Sweet & Associates
Texas
$90.9M +$23.5M +35% 9.8% 83.6% 31 29.03% 0.7
Lanham O'Dell & Company
6430
Lanham O'Dell & Company
West Virginia
$90.9M +$45.1M +98% 0.73% 81% 22 36.36% 0.8
Channing Global Advisors
6431
Channing Global Advisors
Florida
$90.9M +$3.82M +4% 12.6% 128% 50 20% 0.9
Future Financial Wealth Management
6432
Future Financial Wealth Management
Ohio
$90.7M +$2.9M +3% 3.45% 65.2% 126 21.43% 1.7
WPA
6433
Winning Points Advisors
Florida
$90.7M +$12.2M +16% 10.1% – 45 6.67% 4.1
Lowery Thomas LLC
6434
Lowery Thomas LLC
California
$90.7M +$7.41M +9% 6.24% 74.7% 46 23.91% 0.9
Touchstone Capital
6435
Touchstone Capital
Pennsylvania
$90.6M +$4.97M +6% 11.6% – 19 10.53% 1.7
Echo Wealth Management
6436
Echo Wealth Management
Minnesota
$90.6M -$3.31M -4% 6.99% 42.9% 45 17.78% 1.4
Courant Investment Management
6437
Courant Investment Management
Tennessee
$90.4M -$12.3M -12% 1.03% 35.2% 9 0% 4.7
Soditic Asset Management
6438
Soditic Asset Management
United Kingdom
$90.3M +$9.6M +12% 3.06% 23.4% 10 10% 1.9
SFG Wealth Management
6439
SFG Wealth Management
Maryland
$90.3M +$9.27M +11% 7.79% 86.3% 95 31.58% 0.9
CWMGP
6440
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$90.2M -$2.72M -3% 6.75% 85.4% 66 22.73% 1
Bluegrass Capital Partners
6441
Bluegrass Capital Partners
Florida
$90.1M +$9.7M +12% 7.9% 60.1% 14 21.43% 1.5
Wealth CMT
6442
Wealth CMT
New Jersey
$89.9M -$98.4M -52% 4.44% 25% 37 45.95% 0.9
Wavelength Capital Management
6443
Wavelength Capital Management
Connecticut
$89.8M +$5.44M +6% 2.26% – 13 7.69% 1.1
Pitti Group Wealth Management
6444
Pitti Group Wealth Management
New York
$89.6M +$5.8M +7% 8.92% 65.3% 72 11.11% 0.9
EDBI Pte Ltd
6445
EDBI Pte Ltd
Singapore
$89.3M +$10.8M +14% 14.6% 6.21% 20 5% 1.1
HPM
6446
Hudson Portfolio Management
New York
$89.3M -$1.11M -1% 4.24% – 108 10.19% 1.6
Rosenthal Henry Capital Advisors
6447
Rosenthal Henry Capital Advisors
Indiana
$89M -$22.6M -20% 13.2% 80.2% 50 18% 2.7
Alpha Financial Partners
6448
Alpha Financial Partners
Kentucky
$88.9M +$6.43M +8% 4.33% 61.8% 92 15.22% 0.2
KCM
6449
KRS Capital Management
Michigan
$88.8M +$15.7M +21% 24.1% 272% 115 12.17% 1
Private Harbour Investment Management & Counsel
6450
Private Harbour Investment Management & Counsel
Ohio
$88.8M -$1.89M -2% 7.32% 82.6% 47 6.38% 5.7