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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)
Sectoral Asset Management
7626
Sectoral Asset Management
Quebec, Canada
$143M +$22.6M +19% 21.2% 168% 91 25.27% 2.8
SL
7627
Sonnipe Ltd
Isle Of Man
$143M +$6.49M +5% 4.75% 57.8% 1 0% 3.5
Maxele Advisors
7628
Maxele Advisors
Missouri
$143M – – 22% – 98 – 3.3
Vienna Asset Management
7629
Vienna Asset Management
California
$143M +$14.3M +11% 13.6% – 86 45.35% 1.3
Grizzlyrock Capital
7630
Grizzlyrock Capital
Illinois
$143M +$16.7M +13% 19.4% – 22 27.27% 0.9
Commons Capital
7631
Commons Capital
Massachusetts
$143M +$23.3M +20% 17.3% 166% 100 19% 1.9
Matters Capital
7632
Matters Capital
Florida
$143M +$30.1M +27% 25.7% – 78 21.79% 0.4
Camelot Portfolios
7633
Camelot Portfolios
Ohio
$143M +$7.65M +6% 7.69% 41.3% 215 15.35% 3.3
Midwestern Financial
7634
Midwestern Financial
Iowa
$143M +$15.7M +12% 9.62% – 54 0% 1
Strategic Value Bank Partners
7635
Strategic Value Bank Partners
Ohio
$143M -$43.3M -23% 11.1% 98.1% 15 40% 2.8
White Knight Strategic Wealth Advisors
7636
White Knight Strategic Wealth Advisors
New Jersey
$143M +$24.1M +20% 16.1% 111% 95 21.05% 2.4
LifePlan Financial
7637
LifePlan Financial
Minnesota
$143M +$7.45M +6% 11.7% 69.9% 92 13.04% 1.8
Gilbert Capital Group
7638
Gilbert Capital Group
Maine
$143M +$13.3M +10% 14.5% – 63 30.16% 0.7
GPCM
7639
Guardsman Private Capital Management
Florida
$143M +$14.7M +11% 11.4% – 44 4.55% 0.5
Twin City Private Wealth
7640
Twin City Private Wealth
North Carolina
$143M +$10.8M +8% 9.23% – 106 11.32% 1.8
OF
7641
Outfitter Financial
Maine
$143M +$13.4M +10% 19.5% 97.6% 85 11.76% 3.4
Emmett Investment Management
7642
Emmett Investment Management
New York
$143M +$11.8M +9% 18.5% – 35 51.43% 0.7
Rye Brook Capital
7643
Rye Brook Capital
Connecticut
$143M +$34.2M +31% 13.7% 77.2% 44 45.45% 0.9
Clearfield Capital Management
7644
Clearfield Capital Management
New York
$143M -$45.3M -24% 94.7% 421% 18 77.78% 0.7
Peak Wealth Management
7645
Peak Wealth Management
New Hampshire
$143M +$20.6M +17% 15.2% – 61 14.75% 0.4
Somerset Group
7646
Somerset Group
Minnesota
$142M +$7.82M +6% 16.2% 84.6% 59 1.69% 7.8
Virtue Asset Management
7647
Virtue Asset Management
Illinois
$142M +$16.9M +13% 15.4% – 118 18.64% 0.6
Seelaus Asset Management
7648
Seelaus Asset Management
New Jersey
$142M +$3.71M +3% 24% 134% 239 29.71% 3.1
GCM
7649
Gunpowder Capital Management
Maryland
$142M +$10.5M +8% 9.38% – 428 9.35% 0.5
Greenhouse Wealth Management
7650
Greenhouse Wealth Management
Connecticut
$142M -$19.4M -12% 16% 87.2% 60 18.33% 3.9