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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)
EDMP Inc
7501
EDMP Inc
Florida
$105M -$16.4M -13% 0.11% 78% 80 21.25% 4.1
Vennlight Capital Management
7502
Vennlight Capital Management
Connecticut
$105M – – 9.95% – 15 – 0
Endeavor Private Wealth
7503
Endeavor Private Wealth
Kansas
$105M – – 1.05% – 189 – 0
Aldebaran Capital
7504
Aldebaran Capital
Indiana
$105M -$4.33M -4% 0.26% 80.4% 39 10.26% 1.6
Turning Point Benefit Group
7505
Turning Point Benefit Group
Maryland
$105M – – 1.7% – 64 – 0
Flavin Financial Services
7506
Flavin Financial Services
Florida
$105M – – 0.39% – 68 – 0
Copia Wealth Management
7507
Copia Wealth Management
Oregon
$105M – – 1.11% – 425 – 0
TF
7508
Telligent Fund
Hong Kong
$105M – – 6.46% – 26 – 0
RoundAngle Advisors
7509
RoundAngle Advisors
New Jersey
$105M – – 4.31% – 58 – 0
Variant Private Wealth
7510
Variant Private Wealth
Virginia
$105M – – 6.4% – 41 – 0
Maxele Advisors
7511
Maxele Advisors
Missouri
$105M – – 0.57% – 97 – 2.2
Platt Investment Counsel
7512
Platt Investment Counsel
Florida
$105M -$7.87M -7% 2.46% 62.9% 10 0% 2.8
Corre Partners Management
7513
Corre Partners Management
New York
$105M +$26.2M +33% 16.5% 109% 4 25% 1.9
Fairtree Asset Management
7514
Fairtree Asset Management
South Africa
$105M – – 6.43% – 96 – 0
Tandem Investment Partners
7515
Tandem Investment Partners
New Jersey
$104M – – 0.47% – 62 – 0
Weaver C. Barksdale & Associates
7516
Weaver C. Barksdale & Associates
Tennessee
$104M -$6.47M -6% 3.24% 52.2% 65 9.23% 5.5
NDVR Inc
7517
NDVR Inc
Massachusetts
$104M +$6.98M +7% 6.16% – 114 20.18% 0.7
Ridgeline Wealth Planning
7518
Ridgeline Wealth Planning
Ohio
$104M – – 0.23% – 37 – 0
MBAM
7519
Mink Brook Asset Management
Florida
$104M – – 12.7% – 28 – 0
SwitchPoint Financial Planning
7520
SwitchPoint Financial Planning
Utah
$104M – – 1.71% – 50 – 0
Accel Growth Fund V Associates
7521
Accel Growth Fund V Associates
California
$104M +$39.8M +62% 69% 1.17% 2 0% 3.6
Wynnchurch Capital Partners IV
7522
Wynnchurch Capital Partners IV
Illinois
$104M – – 2.35% – 1 – 0
OneFund LLC
7523
OneFund LLC
Florida
$104M +$5.75M +6% 6.01% – 134 11.19% 0.9
Invesco Senior Secured Management
7524
Invesco Senior Secured Management
New York
$104M -$2.78M -3% 3.59% 18.1% 8 0% 2.5
EQ Wealth Advisors
7525
EQ Wealth Advisors
Texas
$104M – – 3.04% – 50 – 0