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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)
MSD Partners
6701
MSD Partners
New York
$142M -$15.5M -10% 1.28% 3.5% 20 70% 1.4
Byrne Asset Management
6702
Byrne Asset Management
New Jersey
$142M -$4.56M -3% 1.58% 126% 597 28.14% 1.4
Zynergy Retirement Planning
6703
Zynergy Retirement Planning
New Jersey
$142M $0 0% 3.26% – 111 0% 0.5
SFM LLC
6704
SFM LLC
New Hampshire
$142M +$8.46M +6% 1.67% 67.5% 60 10% 0.9
L.K. Benson & Company
6705
L.K. Benson & Company
Maryland
$142M – – 0.79% – 95 – 0
CAP Partners LLC
6706
CAP Partners LLC
Tennessee
$142M +$8.01M +6% 6.1% 97% 137 8.03% 0.8
Financial Alternatives
6707
Financial Alternatives
California
$142M -$333K -0.2% 1.7% 50.2% 86 6.98% 1.8
Round Hill Asset Management
6708
Round Hill Asset Management
California
$142M -$9.29M -6% 1.02% 43.2% 61 1.64% 5.7
McCarthy Asset Management
6709
McCarthy Asset Management
California
$142M -$19.1M -12% 0.31% – 35 28.57% 3
Legend Financial Advisors
6710
Legend Financial Advisors
Pennsylvania
$142M -$3.13M -2% 2.04% 117% 274 44.89% 1.2
Wealth Forward LLC
6711
Wealth Forward LLC
North Dakota
$142M -$884K -0.6% 2.11% 48.8% 31 3.23% 1
Blue Capital Inc
6712
Blue Capital Inc
Nebraska
$142M – – 6.25% – 112 – 0
AFG Fiduciary Services
6713
AFG Fiduciary Services
Massachusetts
$142M -$6.83M -5% 0.58% 72.4% 86 25.58% 1.7
Level Wealth Management
6714
Level Wealth Management
North Carolina
$142M – – 1.42% – 53 – 0
BG
6715
BRX Global
New York
$141M -$11.2M -7% 0.3% 65.8% 5 20% 3.2
KCM
6716
KRS Capital Management
Michigan
$141M +$4.3M +3% 6.46% 272% 122 13.93% 2.3
Counterweight Ventures
6717
Counterweight Ventures
North Carolina
$141M +$156K +0.1% 0.84% – 70 1.43% 0.9
RF&L Wealth Management
6718
RF&L Wealth Management
Massachusetts
$141M +$99.1K +0.1% 0.4% 73.8% 58 1.72% 1.8
Everstar Asset Management
6719
Everstar Asset Management
North Carolina
$141M -$4.5M -3% 2.04% – 209 20.1% 0.2
BM
6720
Bislett Management
California
$141M -$8.02M -5% 1.46% 19.8% 13 0% 6.7
Monument Group Wealth Advisors
6721
Monument Group Wealth Advisors
Massachusetts
$141M -$25.1M -15% 1.64% 68.6% 53 13.21% 0.9
Breach Inlet Capital Management
6722
Breach Inlet Capital Management
South Carolina
$141M +$30.2M +27% 6.9% – 11 9.09% 0.8
Future You Wealth
6723
Future You Wealth
New York
$141M – – 0.27% – 47 – 0
Wilson & Boucher Capital Management
6724
Wilson & Boucher Capital Management
California
$141M -$3.99M -3% 1.41% 69.8% 118 6.78% 2.6
Cladis Investment Advisory
6725
Cladis Investment Advisory
Montana
$141M -$3.29M -2% 2.7% 131% 142 12.68% 2.2