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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)
Caitlin John
7001
Caitlin John
Michigan
$144M +$33.9M +31% 9.71% – 886 84.99% 0.2
M.E. Allison & Co
7002
M.E. Allison & Co
Texas
$144M +$19.2M +15% 12% – 190 15.79% 0.6
Crestwood Capital Management
7003
Crestwood Capital Management
New York
$144M -$3.25M -2% 12.7% 203% 15 20% 2.8
Gentry Private Wealth
7004
Gentry Private Wealth
Kansas
$144M +$12.7M +10% 7.07% – 97 19.59% 0.6
ICMP
7005
Integrated Capital Management (Pennsylvania)
Pennsylvania
$143M +$12M +9% 4.37% 39.7% 74 24.32% 2.7
bLong Financial
7006
bLong Financial
Tennessee
$143M +$13.9M +11% 14% – 82 10.98% 0.7
Elevate Capital Advisors
7007
Elevate Capital Advisors
Colorado
$143M +$18M +14% 5.11% – 84 30.95% 0.5
Tsai Capital
7008
Tsai Capital
New York
$143M +$6.96M +5% 9.62% 29.2% 28 17.86% 2.8
B
7009
BennBridge
United Kingdom
$143M +$19.2M +15% 7.75% – 8 50% 0.5
Mount Vernon Associates
7010
Mount Vernon Associates
Maryland
$143M +$4.83M +3% 8.39% 136% 55 0% 7.6
Holcombe Financial
7011
Holcombe Financial
Georgia
$143M +$10.4M +8% 6.5% – 44 11.36% 0.6
CSI
7012
Cross Staff Investments
New York
$143M +$8.63M +6% 7.33% 80.3% 133 9.02% 3
Riverbend Wealth Management
7013
Riverbend Wealth Management
South Carolina
$143M +$11.1M +8% 7.89% – 142 7.75% 0.6
Penbrook Management
7014
Penbrook Management
New York
$143M +$10.2M +8% 12.7% 107% 112 16.07% 5.6
Sky-Mountain Capital Management
7015
Sky-Mountain Capital Management
Idaho
$143M -$7.29M -5% 5.01% – 39 10.26% 0.4
RCM
7016
RMR Capital Management
California
$143M +$3.28M +2% 5.02% 57% 80 8.75% 1.4
Stillwater Wealth Management Group
7017
Stillwater Wealth Management Group
Florida
$143M – – 8.65% – 76 – 0.6
Keystone Financial Services (Nebraska)
7018
Keystone Financial Services (Nebraska)
Nebraska
$143M +$11.3M +9% 6.86% – 54 7.41% 0.7
Monetta Financial Services
7019
Monetta Financial Services
Illinois
$143M +$5.2M +4% 14.2% 275% 69 40.58% 2.4
Brickwood Asset Management
7020
Brickwood Asset Management
United Kingdom
$143M +$6.71M +5% 11.5% – 9 11.11% 0.4
Instrumental Wealth
7021
Instrumental Wealth
Florida
$143M +$16.8M +13% 6.99% 38.2% 74 24.32% 1.3
1858 Wealth Management
7022
1858 Wealth Management
Ohio
$142M +$6.85M +5% 8.51% – 132 25.76% 1.2
S.R. Schill & Associates
7023
S.R. Schill & Associates
Washington
$142M +$6.64M +5% 5.53% 42.7% 27 11.11% 4.1
HC Advisors
7024
HC Advisors
Georgia
$142M +$741K +0.5% 6.84% 63.5% 63 7.94% 3.1
Coastwise Capital Group
7025
Coastwise Capital Group
California
$142M +$16.5M +13% 9.16% 88.8% 133 8.27% 2.5