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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)
Goldstream Capital Management
7851
Goldstream Capital Management
Hong Kong
$132M +$11.5M +10% 98% 686% 47 40.43% 1
First Growth Capital
7852
First Growth Capital
Maryland
$132M +$21M +19% 24% – 149 20.81% 0.4
McCartney Wealth Management
7853
McCartney Wealth Management
Missouri
$132M +$13.1M +11% 10.5% – 66 3.03% 0.5
Innovative Advisory Group
7854
Innovative Advisory Group
Massachusetts
$132M +$10.1M +8% 2.25% – 37 32.43% 1.1
Quantedge Capital
7855
Quantedge Capital
Singapore
$132M -$50.9M -28% 12.9% 110% 69 55.07% 1.3
Finward Bancorp
7856
Finward Bancorp
Indiana
$132M +$6.76M +5% 12.6% – 112 11.61% 1.3
Tortuga Wealth Management
7857
Tortuga Wealth Management
California
$132M +$24.9M +23% 14.4% – 141 19.86% 0.4
Kane Co Wealth Management
7858
Kane Co Wealth Management
Iowa
$132M +$13.2M +11% 8.93% – 54 7.41% 0.5
Kelsey Financial
7859
Kelsey Financial
California
$132M +$17.4M +15% 14.2% – 68 11.76% 0.4
SGH
7860
Sivik Global Healthcare
Connecticut
$132M $0 0% 10.1% 83.8% 34 0% 2.6
Nest Investments
7861
Nest Investments
Pennsylvania
$132M +$8.59M +7% 5.41% – 34 14.71% 0.4
FCM
7862
Floyd Capital Management
Texas
$132M +$122M +1,240% 14.8% – 1 0% 1.5
Nan Fung Group Holdings
7863
Nan Fung Group Holdings
Hong Kong
$131M +$10.2M +8% 25.6% 281% 25 4% 2.3
Waycross Investment Management
7864
Waycross Investment Management
Washington
$131M +$26.6M +25% 8.66% 49.6% 59 25.42% 1.7
UAML
7865
US Asset Management LLC
Pennsylvania
$131M +$15.9M +14% 25.7% – 122 12.3% 4.1
Emissary Wealth LLC
7866
Emissary Wealth LLC
New Jersey
$131M +$24.6M +23% 17.9% – 65 20% 0.4
Larry Mathis Financial Planning
7867
Larry Mathis Financial Planning
Arizona
$131M +$19.7M +18% 15.2% – 196 43.88% 0.3
Morgens Waterfall Vintiadis & Co
7868
Morgens Waterfall Vintiadis & Co
New York
$131M +$50M +62% 52.7% 594% 22 54.55% 2.2
Eagle Wealth Advisors
7869
Eagle Wealth Advisors
Connecticut
$131M +$22.7M +21% 36.3% – 109 18.35% 0.4
Investors Portfolio Services
7870
Investors Portfolio Services
Washington
$131M +$23.1M +21% 11.5% – 821 33.25% 0.3
James Reed Financial Services
7871
James Reed Financial Services
Ohio
$131M +$15.5M +13% 14% – 19 10.53% 2.3
Ramiah Investment Group
7872
Ramiah Investment Group
Wisconsin
$131M +$16.6M +14% 20.5% 62.2% 95 46.32% 2.1
Anabranch Capital Management
7873
Anabranch Capital Management
Connecticut
$131M +$16M +14% 5.1% 139% 5 0% 5
Chesapeake Asset Management
7874
Chesapeake Asset Management
New York
$131M +$4.86M +4% 17.9% 153% 405 26.67% 2.5
Fulcrum Wealth Advisors
7875
Fulcrum Wealth Advisors
Washington
$131M +$10.1M +8% 11.3% – 91 31.87% 0.4