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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)
Key Capital Management
6651
Key Capital Management
Tennessee
$194M +$42.8M +28% 8.31% – 834 30.46% 0.3
Ibex Investors
6652
Ibex Investors
Colorado
$194M +$42.1M +28% 21% 16.6% 17 29.41% 1.1
Pioneer Family Office
6653
Pioneer Family Office
Florida
$194M +$38.4M +25% 23.3% – 140 32.86% 0.4
TMT General Partner
6654
TMT General Partner
Hong Kong
$194M -$56M -22% 21.8% – 3 0% 1.3
Schulz Wealth
6655
Schulz Wealth
Texas
$194M – – 8.96% – 70 – 1.8
Capital & Planning LLC
6656
Capital & Planning LLC
Georgia
$194M +$28.8M +17% 15.1% – 174 75.29% 0.5
Orleans Capital Management
6657
Orleans Capital Management
Louisiana
$194M +$45.8M +31% 21.4% 94.6% 128 21.88% 2.9
Harbour Investment Management
6658
Harbour Investment Management
Washington
$194M +$9.48M +5% 8.32% 58.8% 109 8.26% 6.3
Echo45 Advisors
6659
Echo45 Advisors
California
$194M +$15.8M +9% 10.3% 53.6% 83 14.46% 2.3
Ballew Advisors
6660
Ballew Advisors
Mississippi
$194M +$16.2M +9% 9.98% 68% 135 17.04% 3.6
WF
6661
Williams Financial
Vermont
$194M +$21.7M +13% 6.87% 33.1% 31 22.58% 0.7
McClarren Financial Advisors
6662
McClarren Financial Advisors
Pennsylvania
$193M +$24.6M +15% 12.6% 63% 88 13.64% 1.7
ALS
6663
Andrew L. Share
$193M -$20.9M -10% 7.89% 14.8% 19 15.79% 2
Code Waechter
6664
Code Waechter
Florida
$193M +$25M +15% 12.9% – 131 12.98% 1.2
ROI Financial Advisors
6665
ROI Financial Advisors
Oregon
$193M +$26M +16% 25.5% 165% 71 8.45% 1.8
Channing Global Advisors
6666
Channing Global Advisors
Florida
$193M +$22.2M +13% 21.3% 131% 50 24% 2.6
BCM
6667
Berbice Capital Management
New York
$193M +$40.3M +26% 32.4% – 173 57.8% 1
Brown Shipley & Co
6668
Brown Shipley & Co
United Kingdom
$193M +$26.6M +16% 18% 125% 85 20% 2.4
Hurley Capital
6669
Hurley Capital
New York
$193M +$6.44M +3% 9.5% – 786 28.37% 0.9
LeClair Wealth Partners
6670
LeClair Wealth Partners
Ohio
$193M -$96.4M -33% 14.2% – 222 94.14% 0.1
Dickmeyer Boyce Financial Management
6671
Dickmeyer Boyce Financial Management
Indiana
$193M +$23.1M +14% 10.6% – 136 13.24% 0.2
Jericho Financial
6672
Jericho Financial
Ohio
$193M +$34.4M +22% 33% – 42 7.14% 1.4
Carter Financial Group
6673
Carter Financial Group
Illinois
$193M +$31.2M +19% 19.9% – 146 21.92% 1.6
QAM
6674
QSM Asset Management
United Kingdom
$193M -$11.3M -6% 16% – 26 11.54% 1
LF
6675
Lighthouse Financial
Florida
$193M +$27M +16% 21.4% – 81 9.88% 1.2