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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)
Chaney Capital Management
6551
Chaney Capital Management
Washington
$124M +$12M +11% 9.12% – 32 6.25% 0.2
Guardian Investment Management
6552
Guardian Investment Management
California
$124M +$5.63M +5% 10.6% 103% 58 10.34% 6.2
Counterweight Ventures
6553
Counterweight Ventures
North Carolina
$124M +$14.2M +13% 11.8% – 65 7.69% 0.2
QVIDTVM Management
6554
QVIDTVM Management
Texas
$124M +$5.46M +5% 7.01% 19.5% 12 41.67% 0.9
Kraft Asset Management
6555
Kraft Asset Management
Tennessee
$124M +$5.45M +5% 6.45% 41% 44 20.45% 1.4
Clay Northam Wealth Management
6556
Clay Northam Wealth Management
California
$124M +$11.8M +10% 8.76% 125% 91 14.29% 1.6
Schwallier Wealth Management
6557
Schwallier Wealth Management
Michigan
$124M +$3.49M +3% 6.62% 42.3% 38 31.58% 0.2
KCM
6558
KRS Capital Management
Michigan
$124M +$16.5M +15% 23.1% 272% 122 9.84% 1.7
Envision Financial Planning
6559
Envision Financial Planning
Tennessee
$124M +$9.7M +8% 3.39% 32.1% 33 24.24% 0.4
Zeit Capital
6560
Zeit Capital
Colorado
$124M +$7.22M +6% 6.01% 56.5% 30 0% 2.9
Bradley & Co Private Wealth Management
6561
Bradley & Co Private Wealth Management
Florida
$124M +$15.6M +14% 14.1% – 210 17.62% 2.2
Washington Capital Management
6562
Washington Capital Management
Washington
$123M +$6.67M +6% 7.09% 81.8% 119 21.85% 2.7
Dean Jacobson Financial Services
6563
Dean Jacobson Financial Services
Texas
$123M +$6.33M +5% 5.27% 59.6% 13 23.08% 1
DIM
6564
DC Investments Management
Virginia
$123M +$23.9M +24% 2.48% 56.3% 93 19.35% 1
Alterna Wealth Management
6565
Alterna Wealth Management
Texas
$123M +$40.3M +48% 6.7% 52.9% 103 33.01% 2
Crew Capital Management
6566
Crew Capital Management
Ohio
$123M +$25.1M +26% 10.9% 111% 134 46.27% 1.3
Tikehau Investment Management
6567
Tikehau Investment Management
France
$123M +$2.55M +2% 8.59% 102% 16 6.25% 2.6
Tilia Fiduciary Partners
6568
Tilia Fiduciary Partners
North Carolina
$123M +$15.8M +15% 11.1% 101% 99 6.06% 2
Battery Global Advisors
6569
Battery Global Advisors
Massachusetts
$123M -$7.21M -6% 5.41% – 46 34.78% 0.2
Axim Planning & Wealth
6570
Axim Planning & Wealth
Ohio
$123M +$13.9M +13% 15.1% 32.3% 31 32.26% 1.2
Empirical Capital Management
6571
Empirical Capital Management
Tennessee
$123M +$14M +13% 10.7% 205% 18 27.78% 2.4
Equinox Partners Investment Management
6572
Equinox Partners Investment Management
Connecticut
$123M -$15.6M -11% 14.7% 241% 12 41.67% 2.2
Alethea Capital Management
6573
Alethea Capital Management
Washington
$123M +$36.4M +42% 32% 275% 54 75.93% 1.8
Eagle Wealth Strategies
6574
Eagle Wealth Strategies
New Jersey
$123M -$42.7M -26% 8.27% 85% 107 20.56% 0.2
Howard Wealth Management
6575
Howard Wealth Management
Connecticut
$123M +$3.3M +3% 7.47% 69.9% 109 12.84% 2.2