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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)
Promus Capital
6951
Promus Capital
Illinois
$130M – – 0.89% – 301 – 0
PS
6952
Pennant Select
New Jersey
$130M -$11.4M -8% 2.96% – 11 18.18% 0.8
Zeit Capital
6953
Zeit Capital
Colorado
$130M +$1.05M +0.8% 2.35% 56.5% 25 4% 3.9
Keynote Financial Services
6954
Keynote Financial Services
Connecticut
$130M -$547K -0.4% 0.66% – 160 7.5% 0.7
Pelion Inc
6955
Pelion Inc
Utah
$130M -$13.7M -10% 73.4% 16.9% 4 0% 3
LifeSteps Financial
6956
LifeSteps Financial
California
$130M +$2.51M +2% 2.81% 98.4% 87 8.05% 3.6
Powszechne Towarzystwo Emerytalne Allianz Polska
6957
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$130M +$442K +0.3% 2.44% – 11 9.09% 0.7
Moulton Wealth Management
6958
Moulton Wealth Management
Washington
$130M +$10.3M +9% 0.03% 47.8% 45 17.78% 1.1
Schulz Wealth
6959
Schulz Wealth
Texas
$130M +$889K +0.7% 0.61% – 61 4.92% 0.9
Hein Park Capital Management
6960
Hein Park Capital Management
New York
$130M -$10.4M -7% 8.99% 122% 4 25% 1.3
Pangea Capital Gestao de Recursos
6961
Pangea Capital Gestao de Recursos
$130M +$1.07M +0.8% 0.72% 54.4% 4 0% 1.6
Thor Investment Management
6962
Thor Investment Management
Ohio
$130M -$7.16M -5% 1.63% 122% 49 10.2% 0.9
Oak Wealth Advisors
6963
Oak Wealth Advisors
Illinois
$130M – – 1.73% – 59 – 0
Argosy-Lionbridge Management
6964
Argosy-Lionbridge Management
New York
$130M – – 10.9% – 12 – 0
Winebrenner Capital Management
6965
Winebrenner Capital Management
Kentucky
$130M – – 0.19% – 121 – 0
Laraway Financial Advisors
6966
Laraway Financial Advisors
Minnesota
$130M +$4.39M +3% 0.19% 92.3% 119 3.36% 2.6
Altai Capital Management
6967
Altai Capital Management
California
$130M +$21.2M +20% 27.4% 24.9% 6 0% 3.2
BCM
6968
Beaumont Capital Management
Massachusetts
$130M -$6.45M -5% 2.86% 49.6% 58 31.03% 1.3
IDG China Venture Capital Fund V Associates
6969
IDG China Venture Capital Fund V Associates
Hong Kong
$130M +$21M +19% 19.3% 7.34% 1 0% 3
Safir Wealth Advisors
6970
Safir Wealth Advisors
New Hampshire
$130M -$409K -0.3% 0.62% 52.1% 18 16.67% 3
Kraft Asset Management
6971
Kraft Asset Management
Tennessee
$129M +$1.74M +1% 1.44% 41% 54 14.81% 1.7
Forest Hill Capital
6972
Forest Hill Capital
Arkansas
$129M -$2.38M -2% 0.75% 132% 43 13.95% 3.8
Precision Wealth Strategies
6973
Precision Wealth Strategies
Missouri
$129M +$21.2M +20% 8.3% 106% 135 40.74% 1.1
Widmann Financial Services
6974
Widmann Financial Services
Maryland
$129M -$2.86M -2% 0.49% 75.2% 105 9.52% 2.4
Applied Capital LLC
6975
Applied Capital LLC
Florida
$129M +$707K +0.6% 0.27% 78.3% 88 4.55% 1.6