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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)
Town Capital
7801
Town Capital
Maryland
$122M – – 2.21% – 91 – 0
Marrick Wealth
7802
Marrick Wealth
California
$122M – – 2.53% – 55 – 0
Matters Capital
7803
Matters Capital
Florida
$122M – – 3.74% – 65 – 0
Karani Asset Management
7804
Karani Asset Management
New York
$122M -$3.1M -2% 8.61% – 38 7.89% 2.4
Hingham Institution for Savings
7805
Hingham Institution for Savings
Massachusetts
$122M – – 12.2% – 12 – 0
Pekao Towarzystwo Funduszy Inwestycyjnych SA
7806
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$122M – – 0.68% – 79 – 0
Barden Capital Management
7807
Barden Capital Management
Texas
$122M +$1.48M +1% 1.6% 80.1% 60 8.33% 2.9
Bosman Wealth Management
7808
Bosman Wealth Management
California
$122M -$7.27M -6% 0.31% – 55 34.55% 0.6
EDMP Inc
7809
EDMP Inc
Florida
$122M -$4.49M -4% 3.28% 78% 74 14.86% 4.6
Storgate
7810
Storgate
Texas
$122M – – 4.06% – 153 – 0
Pitti Group Wealth Management
7811
Pitti Group Wealth Management
New York
$122M +$4.16M +4% 2.93% 65.3% 80 10% 2.5
Blake Schutter Theil Wealth Advisors
7812
Blake Schutter Theil Wealth Advisors
Ohio
$122M +$20.5M +20% 2.18% – 117 16.24% 1
Fulcrum Wealth Advisors
7813
Fulcrum Wealth Advisors
Washington
$122M – – 5.84% – 68 – 0
Expect Equity LLC
7814
Expect Equity LLC
Maryland
$121M +$19M +19% 6.62% – 63 30.16% 0.7
Elizabeth Park Capital Advisors
7815
Elizabeth Park Capital Advisors
Ohio
$121M -$2.15M -2% 5.61% 119% 51 17.65% 2
SVRN Asset Management
7816
SVRN Asset Management
Texas
$121M – – 1.66% – 43 – 0
Garda Capital Partners
7817
Garda Capital Partners
Minnesota
$121M +$96.4M +387% 5.4% 34.1% 18 61.11% 1
Geremia Financial Services
7818
Geremia Financial Services
New Jersey
$121M – – 1.36% – 10 – 0
True Blue Financial
7819
True Blue Financial
Michigan
$121M – – 1.25% – 51 – 0
Prosperity Advisers
7820
Prosperity Advisers
Pennsylvania
$121M – – 2.21% – 40 – 0
Smith Asset Management
7821
Smith Asset Management
Florida
$121M +$3.72M +3% 1.7% – 71 7.04% 0.9
TrueWealth Financial Partners
7822
TrueWealth Financial Partners
Washington
$121M -$74.9M -38% 1.24% 36.4% 74 98.65% 0.1
Shepherd Kaplan Krochuk
7823
Shepherd Kaplan Krochuk
Massachusetts
$121M -$751K -0.6% 0.56% 38.5% 66 10.61% 3.2
Chesapeake Asset Management
7824
Chesapeake Asset Management
New York
$121M +$8.04M +7% 9.84% 153% 399 27.07% 2.3
Troutman Wealth Management
7825
Troutman Wealth Management
Pennsylvania
$121M – – 1.26% – 37 – 0