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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)
CCM
6551
Clearfield Capital Management
New York
$115M +$14.7M +15% 9.79% 421% 12 83.33% 0.2
TIM
6552
Thor Investment Management
Ohio
$115M – – 9.07% 122% 47 – 0
KFG
6553
Kingdom Financial Group
Arizona
$115M +$8.57M +8% 7.81% 46.2% 84 25% 0.4
CMS
6554
Capital Market Strategies
Florida
$115M +$14.4M +14% 12% 120% 152 9.21% 0.8
TIM
6555
Timelo Investment Management
Ontario, Canada
$115M +$38.5M +51% 62.6% 104% 31 58.06% 0.3
WAG
6556
Wheelhouse Advisory Group
Missouri
$115M – – 10.7% – 37 – 0
GA
6557
Gagnon Advisors
New York
$114M -$5.06M -4% 8.65% 129% 30 20% 5.1
IDP
6558
In-Depth Partners
Florida
$114M +$8.46M +8% 13% 157% 13 7.69% 2
SA
6559
swisspartners Advisors
Switzerland
$114M +$761K +0.7% 16.6% 73.2% 30 10% 2.6
VWMG
6560
Virginia Wealth Management Group
Virginia
$114M -$33.4M -23% 8.35% 49.4% 71 26.76% 1.8
OF
6561
Outfitter Financial
Maine
$114M +$8.2M +8% 10.2% 95.9% 77 5.19% 2.6
SWMP
6562
Signature Wealth Management Partners
New Jersey
$114M +$12M +12% 11.7% 80.4% 101 13.86% 2.3
EFP
6563
Envision Financial Planning
Tennessee
$114M +$13.2M +13% 8.54% 32.1% 31 25.81% 0.2
BWLSA
6564
Blue Water Life Science Advisors
California
$114M +$8.24M +8% 15.5% 503% 10 40% 1.3
RFS
6565
Richardson Financial Services
Massachusetts
$114M – – 9.9% – 377 – 0
ICMARC
6566
International City Management Association Retirement Corp
District of Columbia
$114M +$728K +0.6% 10.5% 42.9% 6 0% 1
TNAM
6567
Terra Nova Asset Management
New York
$114M +$4.21M +4% 12.7% 172% 94 21.28% 2.8
SGC
6568
Slocum, Gordon & Co
Rhode Island
$114M -$879K -0.8% 4.94% 55.2% 157 22.29% 0.8
PGF
6569
Plan Group Financial
Oklahoma
$114M -$24.9M -18% 8.24% 56.3% 82 26.83% 0.6
AGFIA
6570
Accel Growth Fund IV Associates
California
$114M +$9.32M +9% 45.2% 61.4% 1 0% 2.5
AI
6571
Arrien Investments
Idaho
$114M +$7.83M +7% 9.76% 42.7% 38 18.42% 0.6
KPP Advisory Services
6572
KPP Advisory Services
Kentucky
$114M -$189M -62% 11.6% 77.9% 230 51.3% 0.2
LAS
6573
LWM Advisory Services
Florida
$114M +$20.5M +22% 10.6% 64.9% 154 53.25% 1.4
CC
6574
Cultivar Capital
Texas
$114M – – 8.81% 38.3% 30 – 0
DSCM
6575
Del-Sette Capital Management
New York
$114M +$12M +12% 11.7% 108% 31 22.58% 1.2