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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)
Credit Capital Investments
8151
Credit Capital Investments
New Jersey
$106M +$16.7M +19% 24.2% 500% 47 25.53% 1.5
Ethos Capital Management
8152
Ethos Capital Management
Pennsylvania
$106M – – 1.98% – 55 – 0
Fiscal Wisdom Wealth Management
8153
Fiscal Wisdom Wealth Management
Connecticut
$106M +$549K +0.5% 4.56% – 90 11.11% 0.2
SaddleRock Capital Management
8154
SaddleRock Capital Management
New York
$106M – – 14% – 20 – 0
RK Asset Management
8155
RK Asset Management
Michigan
$106M -$3.98M -4% 0.06% 47.6% 23 0% 4.8
Portus Wealth Advisors
8156
Portus Wealth Advisors
North Carolina
$106M +$5.7M +6% 3.77% – 52 0% 0.3
Opus Financial Solutions
8157
Opus Financial Solutions
Illinois
$106M – – 1.85% – 103 – 0
North Forty Two & Co
8158
North Forty Two & Co
Oregon
$106M +$3.58M +3% 2.05% – 103 7.77% 0.9
Weber Capital Management
8159
Weber Capital Management
California
$106M – – 3.66% – 14 – 0
Stembrook Asset Management
8160
Stembrook Asset Management
New Jersey
$106M – – 4.15% – 48 – 0
Stonebridge Wealth Management
8161
Stonebridge Wealth Management
Illinois
$106M -$10.7M -9% 1.06% – 40 15% 0.4
Gumshoe Capital Management
8162
Gumshoe Capital Management
New York
$106M – – 2.29% – 6 – 0
KCM
8163
Kempner Capital Management
Texas
$106M -$14.3M -12% 13% 60.9% 48 10.42% 4.7
Peck Wealth Management
8164
Peck Wealth Management
New York
$106M +$1.12M +1% 2.42% – 139 10.79% 0.2
Northwestern University
8165
Northwestern University
Illinois
$106M +$49.1M +87% 0.24% 28.2% 5 80% 5
Blantyre Capital
8166
Blantyre Capital
United Kingdom
$106M -$16.8M -14% 13.7% – 1 0% 2
LC
8167
Lawood & Co
Pennsylvania
$106M – – 3.8% – 93 – 0
Catalyst Investment Management
8168
Catalyst Investment Management
New Hampshire
$106M – – 1.96% – 72 – 0
Moulton Wealth Management
8169
Moulton Wealth Management
Washington
$106M -$32M -23% 1.88% 47.8% 57 50.88% 1.2
GIA
8170
Gem Investment Advisors
New Jersey
$105M – – 14.7% – 32 – 0
Palladiem
8171
Palladiem
Pennsylvania
$105M – – 2.23% – 164 – 1
Frankly Finances
8172
Frankly Finances
Florida
$105M – – 2.62% – 63 – 0
Town Lane Management
8173
Town Lane Management
New York
$105M – – 12.7% – 4 – 0
Kassira Wealth Management
8174
Kassira Wealth Management
Tennessee
$105M +$1.6M +2% 3.9% – 58 13.79% 0.2
OFC Financial Planning
8175
OFC Financial Planning
New Jersey
$105M +$4.34M +4% 3.67% – 57 5.26% 0.9