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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)
HC
7401
Hoese & Co
Minnesota
$140M +$9.45M +7% 1.3% 51% 141 14.89% 3
Ridgeline Wealth Planning
7402
Ridgeline Wealth Planning
Ohio
$140M +$7M +5% 2.47% – 50 16% 0.7
Copia Wealth Management
7403
Copia Wealth Management
Oregon
$140M +$5.39M +4% 1.65% – 539 15.4% 0.8
Kopion Asset Management
7404
Kopion Asset Management
Texas
$140M -$14.4M -9% 10.8% 80.5% 19 5.26% 4.2
Enhancing Capital
7405
Enhancing Capital
Pennsylvania
$140M +$3.12M +2% 4.91% – 93 10.75% 2.9
Gambit Capital Management
7406
Gambit Capital Management
Tennessee
$140M – – 9.59% – 86 – 0
PCM
7407
Park Capital Management
Wisconsin
$140M +$14.8M +12% 5.64% – 88 25% 0.7
WealthTrak Capital Management
7408
WealthTrak Capital Management
Virginia
$140M +$18.2M +15% 1.84% – 78 8.97% 0.9
Monetta Financial Services
7409
Monetta Financial Services
Illinois
$140M -$3.2M -2% 5.73% 275% 72 41.67% 2.4
Mountain Hill Investment Partners
7410
Mountain Hill Investment Partners
New Jersey
$140M +$25.5M +22% 0.9% – 233 12.02% 0.7
Orca Wealth Management
7411
Orca Wealth Management
Florida
$140M +$7.59M +6% 8.97% – 72 9.72% 0.9
DQRIM
7412
Dale Q Rice Investment Management
Washington
$140M -$2.08M -1% 5.05% – 67 2.99% 1
UFA
7413
Uptown Financial Advisors
Texas
$140M +$18.2M +15% 0.93% – 81 12.35% 0.8
TSG Consumer Partners
7414
TSG Consumer Partners
California
$140M +$20.2M +17% 17% 12.3% 1 0% 4
Turn8 Private Wealth
7415
Turn8 Private Wealth
$140M +$241K +0.2% 1.41% – 49 16.33% 0.8
GordonMD Global Investments
7416
GordonMD Global Investments
California
$139M – – 32.8% – 13 – 0
PartnerRe Asset Management
7417
PartnerRe Asset Management
Connecticut
$139M – – 0.37% – 2 – 0
Forefront Wealth Management
7418
Forefront Wealth Management
Pennsylvania
$139M +$3.02M +2% 4.99% – 79 22.78% 1.7
Financial Life Planners
7419
Financial Life Planners
Arizona
$139M -$9.5M -6% 0.27% – 357 82.91% 0.8
Morey & Quinn Wealth Partners
7420
Morey & Quinn Wealth Partners
Nebraska
$139M +$3.6M +3% 2.13% – 132 1.52% 0.9
Richwood Investment Advisors
7421
Richwood Investment Advisors
Ohio
$139M +$11.6M +9% 3.63% 71.9% 107 7.48% 3.4
OL
7422
Odyssean LLC
Connecticut
$139M – – 5.12% – 254 – 0
Vitruvian Partners
7423
Vitruvian Partners
United Kingdom
$139M -$5.04M -3% 2.62% 96.9% 7 0% 2.6
Willner & Heller
7424
Willner & Heller
California
$139M +$8.93M +7% 3.3% 131% 172 11.05% 2.6
Madrid Financial Services
7425
Madrid Financial Services
California
$139M -$20.8M -13% 0.36% – 26 30.77% 0.7