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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)
MPM Asset Management
7076
MPM Asset Management
Massachusetts
$124M -$20.9M -14% 7.32% 5.89% 6 0% 3.5
Hurley Capital
7077
Hurley Capital
New York
$124M – – 1.57% – 407 – 0.1
OmniStar Financial Group
7078
OmniStar Financial Group
North Carolina
$124M -$9.12M -7% 0.27% 75.6% 129 10.08% 1
Exchange Bank
7079
Exchange Bank
California
$124M +$2.1M +2% 0.4% 75.2% 117 6.84% 1.3
Monetta Financial Services
7080
Monetta Financial Services
Illinois
$124M +$6.94M +6% 14.6% 275% 58 27.59% 2.6
Bay Capital Advisors
7081
Bay Capital Advisors
Virginia
$124M – – 1.23% – 113 – 0
Chancellor Financial Group WB
7082
Chancellor Financial Group WB
Pennsylvania
$124M – – 1.83% – 128 – 0
QVIDTVM Management
7083
QVIDTVM Management
Texas
$124M -$18.7M -13% 4.47% 19.5% 8 0% 1.4
Babb Wealth Advisors
7084
Babb Wealth Advisors
Arizona
$124M – – 1.71% – 19 – 0
Emeth Value Capital
7085
Emeth Value Capital
Louisiana
$124M – – 11.7% – 6 – 0
Barrier Capital Management
7086
Barrier Capital Management
California
$124M +$16.2M +15% 12% 216% 13 7.69% 1
Western Pacific Wealth Management
7087
Western Pacific Wealth Management
Illinois
$124M -$26.4M -18% 5.98% 91.4% 270 28.52% 2.1
IMC
7088
Inherent Management Corp
New York
$124M – – 7.19% – 8 – 0
Fingerlakes Wealth Management
7089
Fingerlakes Wealth Management
New York
$124M +$3.58M +3% 1.85% 92.1% 90 5.56% 2.6
Stonepine Capital Management
7090
Stonepine Capital Management
Oregon
$124M -$34.4M -22% 1.73% 231% 58 44.83% 0.6
Seed Wealth Management
7091
Seed Wealth Management
Illinois
$124M -$1.15M -0.9% 0.69% 62% 162 11.73% 1.6
Marest Capital
7092
Marest Capital
California
$124M +$5.63M +5% 3.73% 84.5% 21 9.52% 0.8
Klein Pavlis & Peasley Financial
7093
Klein Pavlis & Peasley Financial
California
$124M -$1.21M -1% 1.54% 97.4% 85 17.65% 0.8
Impala Asset Management
7094
Impala Asset Management
Florida
$124M -$40.8M -25% 7.53% 62.6% 20 50% 0.9
Burk Holdings
7095
Burk Holdings
Oklahoma
$124M – – 2.87% – 56 – 0
Great Hill Partners
7096
Great Hill Partners
Massachusetts
$124M -$33.1M -21% 21.1% 24% 1 0% 2.5
Bayview Asset Management
7097
Bayview Asset Management
Florida
$124M -$199M -62% 2.87% 55.4% 56 64.29% 0.4
Keystone Financial Group (Georgia)
7098
Keystone Financial Group (Georgia)
Georgia
$124M – – 1.11% – 160 – 0
4J Wealth Management
7099
4J Wealth Management
Virginia
$124M -$5.62M -4% 2.31% 74.7% 92 13.04% 2.7
SSF
7100
Southern Style Financial
California
$124M – – 1.47% – 28 – 0