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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)
Credit Capital Investments
6476
Credit Capital Investments
New Jersey
$103M +$10.8M +12% 9.62% 500% 65 67.69% 0.8
Flower City Capital
6477
Flower City Capital
New York
$103M – – 6.66% 69.5% 50 – 0
Akaris Global Partners
6478
Akaris Global Partners
New York
$103M +$1.98M +2% 1.37% 35% 20 40% 0.9
Foresight Capital Management Advisors
6479
Foresight Capital Management Advisors
Michigan
$103M – – 9.2% 100% 141 – 0
Leo H. Evart Inc
6480
Leo H. Evart Inc
California
$103M – – 6.49% – 43 – 0
Ampfield Management
6481
Ampfield Management
New York
$103M -$12M -10% 8.68% 56.9% 13 53.85% 0.8
Connacht Asset Management
6482
Connacht Asset Management
New York
$103M -$51.8M -34% 6.32% 63.8% 142 62.68% 0.3
Derbend Asset Management
6483
Derbend Asset Management
Georgia
$102M -$4.06M -4% 6.6% 23.9% 92 14.13% 0.5
KA
6484
Kearns & Associates
California
$102M – – 7.95% 78.7% 16 – 0
TrueWealth Financial Partners
6485
TrueWealth Financial Partners
Washington
$102M – – 5.47% 36.4% 13 – 0
Buttonwood Financial Advisors
6486
Buttonwood Financial Advisors
Maryland
$102M – – 6.49% 73.4% 50 – 0
CMANY
6487
Capital Management Associates (New York)
New York
$102M +$784K +0.8% 8.69% 215% 73 10.96% 2.3
Alpine Peaks Capital
6488
Alpine Peaks Capital
New York
$102M – – 7.95% 24.3% 25 – 0
Basepoint Wealth
6489
Basepoint Wealth
Iowa
$102M – – 7.8% 113% 76 – 0
Axel Capital Management
6490
Axel Capital Management
New York
$102M -$76.1M -43% 18.7% 194% 37 75.68% 0.6
Aletheian Wealth Advisors
6491
Aletheian Wealth Advisors
Washington
$102M – – 3.07% – 48 – 0
Vance Wealth
6492
Vance Wealth
California
$102M – – 8.25% 66.4% 61 – 0
325 Capital
6493
325 Capital
New York
$102M – – 7.82% 226% 9 – 0
Thomist Capital Management
6494
Thomist Capital Management
Texas
$102M – – 7.05% 71.2% 13 – 0
GoalFusion Wealth Management
6495
GoalFusion Wealth Management
Texas
$102M – – 3.96% 47.6% 13 – 0
TPL
6496
Tao Pro LLC
California
$102M – – 12.7% – 1 – 0
Financial Connections Group
6497
Financial Connections Group
California
$102M – – 7.47% 44.4% 312 – 0
Forbes Financial Planning
6498
Forbes Financial Planning
Rhode Island
$101M – – 5.39% 52.3% 37 – 0
AC
6499
Anson Capital
Georgia
$101M – – 3.15% 50.5% 57 – 0
Dopkins Wealth Management
6500
Dopkins Wealth Management
New York
$101M – – 8.95% 64.4% 38 – 0