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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)
Virtus Fixed Income Advisers
7601
Virtus Fixed Income Advisers
Connecticut
$132M -$704K -0.5% 0.27% – 24 4.17% 0.5
Crabel Capital Management
7602
Crabel Capital Management
California
$132M +$20.6M +18% 0.19% 13.9% 62 37.1% 1.6
Twin City Private Wealth
7603
Twin City Private Wealth
North Carolina
$132M +$4.11M +3% 2.6% – 102 9.8% 1.6
NMCM
7604
Nicholson Meyer Capital Management
Missouri
$132M +$2.1M +2% 3.8% – 45 4.44% 0.7
Katamaran Capital
7605
Katamaran Capital
United Kingdom
$132M +$22.5M +21% 2.22% – 40 47.5% 0.4
ADG Wealth Management Group
7606
ADG Wealth Management Group
Louisiana
$132M +$6.18M +5% 1.92% – 42 30.95% 0.6
Rexford Capital
7607
Rexford Capital
Texas
$132M +$2.72M +2% 3.73% – 283 7.42% 0.5
Fifth Lane Capital
7608
Fifth Lane Capital
Texas
$132M +$32.4M +33% 4.5% 80.4% 195 85.64% 0.1
BM
7609
Bislett Management
California
$132M -$6.26M -5% 1.72% 19.8% 17 5.88% 6
Gaddis Premier Wealth Advisors
7610
Gaddis Premier Wealth Advisors
Oklahoma
$132M – – 2.03% – 82 – 0
McAlister Sweet & Associates
7611
McAlister Sweet & Associates
Texas
$132M -$19.7M -13% 3.64% 83.6% 27 14.81% 2
CPC
7612
CFC Planning Company
Indiana
$132M +$9.9M +8% 5.53% – 106 43.4% 0.7
Shade Tree Advisors
7613
Shade Tree Advisors
New York
$132M +$16.1M +14% 1.58% – 40 55% 0.4
Mountain Lake Investment Management
7614
Mountain Lake Investment Management
Florida
$132M -$2.68M -2% 7.63% 64% 28 25% 2
SIMA Wealth Partners
7615
SIMA Wealth Partners
Virginia
$132M +$759K +0.6% 1.94% – 165 21.21% 1.4
Fiduciary Advisors Inc
7616
Fiduciary Advisors Inc
Missouri
$131M +$7.69M +6% 1.97% – 131 30.53% 0.7
Cogent Private Wealth
7617
Cogent Private Wealth
Florida
$131M – – 1.9% – 98 – 0
Andrew Hill Investment Advisors
7618
Andrew Hill Investment Advisors
Florida
$131M +$2.77M +2% 8.74% 269% 62 50% 1.2
Niles Investment Management
7619
Niles Investment Management
Florida
$131M – – 0.7% – 20 – 0
Signal Tree Financial Partners
7620
Signal Tree Financial Partners
Ohio
$131M +$4.94M +4% 1.8% – 49 4.08% 0.8
John S. & James L. Knight Foundation
7621
John S. & James L. Knight Foundation
Florida
$131M – – 1.02% – 3 – 0
Challenger Wealth Management
7622
Challenger Wealth Management
California
$131M +$3.2M +2% 2.1% – 67 10.45% 0.9
Marathon Strategic Advisors
7623
Marathon Strategic Advisors
Pennsylvania
$131M +$6.02M +5% 0.9% 110% 51 3.92% 1.3
McAlvany Wealth Management
7624
McAlvany Wealth Management
Colorado
$131M – – 15.7% – 40 – 0
VUB Generali dochodkova spravcovska spolocnost
7625
VUB Generali dochodkova spravcovska spolocnost
$131M – – 5.22% – 97 – 0