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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)
Trevian Wealth Management
6451
Trevian Wealth Management
Massachusetts
$104M – – 7.7% 94.1% 41 – 0
Denver Wealth Management
6452
Denver Wealth Management
Colorado
$104M – – 11.6% 64.4% 43 – 0.7
Kawa Capital Management
6453
Kawa Capital Management
Florida
$104M – – 0.02% – 69 – 0
LCM
6454
Linker Capital Management
Kentucky
$104M – – 7.23% – 39 – 0
Del-Sette Capital Management
6455
Del-Sette Capital Management
New York
$104M – – 4.31% 112% 34 – 0
Joseph Group Capital Management
6456
Joseph Group Capital Management
Ohio
$104M – – 6.15% 64.3% 71 – 0
BVLP
6457
Bailey Value Limited Partnership
Massachusetts
$104M – – 6.74% – 11 – 0
GWMI
6458
Guardian Wealth Management (Illinois)
Illinois
$104M – – 13.8% 98.1% 230 – 0
CEDRUS
6459
CEDRUS
Colorado
$104M – – 7.55% 19.8% 155 – 0
Revelation Capital Management
6460
Revelation Capital Management
California
$104M – – 8.86% – 6 – 0
Empirical Asset Management
6461
Empirical Asset Management
Massachusetts
$104M – – 6.44% 94.5% 150 – 0
Family CFO
6462
Family CFO
California
$104M – – 7.01% 89.6% 53 – 0
Disciplined Equity Management
6463
Disciplined Equity Management
Florida
$104M – – 7.78% 72.3% 41 – 0
JI
6464
Jeereddi Investments
California
$103M -$8.73M -8% 9.04% 37.7% 59 16.95% 1.4
WealthCare Investment Partners
6465
WealthCare Investment Partners
Rhode Island
$103M – – 5.91% 67.6% 99 – 0
Sonen Capital
6466
Sonen Capital
California
$103M – – 10.1% – 105 – 0
BHCM
6467
Boulder Hill Capital Management
New York
$103M – – 2.04% – 151 – 0
AIM
6468
Axiom Investment Management
New York
$103M +$3.69M +4% 11.8% – 160 27.5% 1.6
Zeno Research
6469
Zeno Research
New York
$103M -$23.2M -18% 1.48% 25.2% 42 78.57% 0.2
Sinecera Capital
6470
Sinecera Capital
Texas
$103M – – 6.09% 13.7% 26 – 0
NPAM
6471
Noble Path Asset Management
New York
$103M – – 2.29% – 20 – 0
RCWM
6472
Royal Capital Wealth Management
Indiana
$103M – – 9.78% 83.8% 107 – 0
Bridgefront Capital
6473
Bridgefront Capital
Texas
$103M +$7.19M +8% 5.86% 52.1% 495 82.22% 0.1
Midwest Heritage Bank
6474
Midwest Heritage Bank
Iowa
$103M – – 4.79% 52.2% 55 – 0
PL
6475
Portman Ltd
Cayman Islands
$103M -$36.2M -26% 20% – 15 66.67% 0.1