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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)
Dentgroup
6776
Dentgroup
Louisiana
$133M +$2.54M +2% 1.77% 53.6% 84 5.95% 2.3
Brooktree Capital Management
6777
Brooktree Capital Management
Michigan
$133M -$1.57M -1% 1.16% 82.9% 25 16% 3.7
QAM
6778
QSM Asset Management
United Kingdom
$133M +$16.8M +14% 8.07% – 19 15.79% 0.2
Ring Mountain Capital
6779
Ring Mountain Capital
California
$133M -$16.1M -11% 8.6% – 94 9.57% 0.2
Prossimo Advisors
6780
Prossimo Advisors
California
$133M -$5.16M -4% 0.53% 78.4% 138 5.07% 1.2
Wilkins Miller Wealth Management
6781
Wilkins Miller Wealth Management
Alabama
$133M +$37.4M +39% 1.11% – 85 18.82% 0.2
BPC
6782
Bryce Point Capital
New York
$133M -$212M -61% 8.59% – 479 80.17% 0.1
HWMC
6783
Heritage Wealth Management (California)
California
$133M -$5.98M -4% 2.89% 78.5% 92 10.87% 1.1
Piper Sandler & Co
6784
Piper Sandler & Co
Minnesota
$133M +$1.81M +1% 0.01% 0.05% 30 10% 0.6
Visa Foundation
6785
Visa Foundation
California
$133M -$84.9M -39% 6.62% 58.1% 2 50% 3.3
Absoluto Partners Gestao de Recursos
6786
Absoluto Partners Gestao de Recursos
Brazil
$133M +$22.4M +20% 4.61% 78.7% 33 18.18% 1.6
Bush Investment Group
6787
Bush Investment Group
Georgia
$133M +$4.6M +4% 2.35% – 38 21.05% 0.9
Enavate Sciences
6788
Enavate Sciences
California
$133M -$6.52M -5% 27.3% – 6 16.67% 0.2
Envision Financial
6789
Envision Financial
Wisconsin
$133M +$7.96M +6% 0.56% – 40 5% 0.2
Sippican Capital Advisors
6790
Sippican Capital Advisors
Massachusetts
$133M -$4.58M -3% 0.97% 81.1% 113 4.42% 5.6
QTR Family Wealth
6791
QTR Family Wealth
Florida
$133M – – 5.94% – 162 – 0
Taylor & Morgan Wealth Management
6792
Taylor & Morgan Wealth Management
Michigan
$133M -$9.7M -7% 5.15% 85.9% 73 10.96% 2.5
Hanlon Investment Management
6793
Hanlon Investment Management
New Jersey
$133M -$234M -64% 0.91% 80.6% 203 31.53% 1.7
Members Wealth
6794
Members Wealth
Pennsylvania
$133M -$1.37M -1% 1.74% – 114 14.04% 0.7
Shorepath Capital Management
6795
Shorepath Capital Management
Utah
$133M -$7.3M -5% 3.32% – 23 0% 1.2
CSI
6796
Cross Staff Investments
New York
$132M -$11.1M -8% 0.15% 80.3% 126 5.56% 2.6
Purkiss Capital Advisors
6797
Purkiss Capital Advisors
Connecticut
$132M +$16.6M +14% 4.73% – 117 21.37% 0.2
Burk Holdings
6798
Burk Holdings
Oklahoma
$132M +$8.79M +7% 0.13% – 59 6.78% 0.2
Sagace Wealth Management
6799
Sagace Wealth Management
Florida
$132M -$1.36M -1% 0.37% – 65 10.77% 0.6
Kure Advisory
6800
Kure Advisory
Minnesota
$132M – – 0.51% – 43 – 1.2