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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)
Fidato Wealth
6576
Fidato Wealth
Ohio
$94M – – 9.36% 61.1% 5 – 0
Intrinsic Value Partners
6577
Intrinsic Value Partners
Arizona
$93.8M – – 5.28% 126% 47 – 0
First National Bank Sioux Falls
6578
First National Bank Sioux Falls
South Dakota
$93.5M +$33.9M +57% 9% 70.3% 120 22.5% 3
Community Capital Management
6579
Community Capital Management
Florida
$93.5M -$2.99M -3% 8.47% 55.6% 97 24.74% 1.3
Redmont Wealth Advisors
6580
Redmont Wealth Advisors
Illinois
$93.5M – – 6.64% 46.1% 113 – 0
AFG
6581
Alterity Financial Group
Maine
$93.5M – – 10.9% – 91 – 0.6
Penn Mutual Asset Management
6582
Penn Mutual Asset Management
Pennsylvania
$93.3M +$30.1M +48% 1.78% 32% 75 29.33% 1.1
Lionsbridge Wealth Management
6583
Lionsbridge Wealth Management
Florida
$93.1M +$459K +0.5% 6.31% 65.5% 57 17.54% 1.3
SCC
6584
Second Curve Capital
Pennsylvania
$93.1M +$12.5M +15% 9.23% 160% 31 41.94% 1.2
Millennium TVP Management
6585
Millennium TVP Management
New York
$93.1M +$30.5M +49% 5.75% – 6 16.67% 3.7
Yarger Wealth Strategies
6586
Yarger Wealth Strategies
Ohio
$92.8M – – 8.78% 55.1% 50 – 0
Evermore Global Advisors
6587
Evermore Global Advisors
New Jersey
$92.5M -$21.2M -19% 19.6% 133% 17 35.29% 2.4
A
6588
Atomvest
Hong Kong
$92.4M -$13.5M -13% 21.3% 90% 3 33.33% 0.7
Green Court Capital Management
6589
Green Court Capital Management
Hong Kong
$92.4M -$22M -19% 30.6% 33.4% 2 0% 0.3
Caerus Investment Advisors
6590
Caerus Investment Advisors
Texas
$92.3M – – 9.77% 85% 77 – 0
Enhancing Capital
6591
Enhancing Capital
Pennsylvania
$92.1M – – 10.8% – 73 – 0
Kraft Asset Management
6592
Kraft Asset Management
Tennessee
$92M – – 5.79% 41% 19 – 0
CFS
6593
Capital Financial Services
New York
$91.6M +$9.9M +12% 13% – 76 2.63% 0.9
Stringer Asset Management
6594
Stringer Asset Management
Tennessee
$91.6M -$15.1M -14% 5.83% 16.4% 35 20% 1.3
Cadence Wealth Management
6595
Cadence Wealth Management
Massachusetts
$91.1M +$2.7M +3% 4.5% 56.4% 38 21.05% 0.6
Avant Capital
6596
Avant Capital
Louisiana
$91M – – 9.52% – 56 – 0
Compass Financial Advisors
6597
Compass Financial Advisors
Indiana
$90.8M – – 6.62% – 137 – 0
BCP
6598
Berylson Capital Partners
Massachusetts
$90.8M -$125M -58% 13.9% 57.7% 39 66.67% 0.4
Legg Mason Asset Management
6599
Legg Mason Asset Management
Japan
$90.5M +$3.75M +4% 11.2% – 126 11.9% 2.4
Apis Capital Advisors
6600
Apis Capital Advisors
New York
$90.3M -$14.7M -14% 3.72% 1,532% 41 56.1% 1.1