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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)
26North Partners
8551
26North Partners
New York
$70.9M +$1.77M +3% 2.34% 77.8% 1 0% 3
MA
8552
McGrath & Associates
North Carolina
$70.4M +$3.16M +5% 2.34% – 43 2.33% 0.9
Texas County & District Retirement System
8553
Texas County & District Retirement System
Texas
$70.3M -$1.05M -1% 1.47% 27.9% 1 0% 3
Wise Wealth Partners
8554
Wise Wealth Partners
Arizona
$69.7M +$4.15M +6% 3.78% – 56 19.64% 0.8
SM
8555
Sabby Management
Florida
$69.5M -$16.9M -20% 46.9% 95.5% 53 64.15% 0.6
IC
8556
Immersion Capital
United Kingdom
$69.1M -$28.1M -29% 3.46% 63.4% 11 9.09% 1.7
Mowery & Schoenfeld Wealth Management
8557
Mowery & Schoenfeld Wealth Management
Illinois
$69M +$10.7M +18% 4.55% 96.9% 506 30.43% 1
Fidelis Wealth Advisors
8558
Fidelis Wealth Advisors
Colorado
$69M – – 2.05% – 11 – 0
Deuterium Capital Management
8559
Deuterium Capital Management
Florida
$68.9M -$146K -0.2% 1.4% 225% 20 10% 2.1
Yost Capital Management
8560
Yost Capital Management
Texas
$68.9M -$13.4M -16% 2.77% 125% 16 37.5% 1.3
Angel Oak Capital Advisors
8561
Angel Oak Capital Advisors
Georgia
$68.8M -$58.5M -46% 5.18% – 36 11.11% 0.8
Blue Barn Wealth
8562
Blue Barn Wealth
Utah
$68.7M -$159M -70% 1.97% 46.4% 173 74.57% 3
Charles Schwab Trust Bank
8563
Charles Schwab Trust Bank
Nevada
$68.5M +$13.4M +24% 0.48% – 1 0% 1.8
CMANY
8564
Capital Management Associates (New York)
New York
$68.2M +$1.16M +2% 6.33% 215% 47 27.66% 3.1
Charis Legacy Partners
8565
Charis Legacy Partners
Texas
$67.8M +$728K +1% 2.32% – 31 22.58% 0.8
Stronghold Wealth Management
8566
Stronghold Wealth Management
Florida
$67.7M – – 1.82% – 119 – 0
QSV Equity Investors
8567
QSV Equity Investors
Illinois
$67.6M -$30.3M -31% 1.36% – 97 13.4% 1.5
Fountainhead AM
8568
Fountainhead AM
New Jersey
$67.5M -$695M -91% 2.53% 65.6% 251 44.22% 2.1
China-UAE Investment Cooperation
8569
China-UAE Investment Cooperation
$67.4M – – 12.3% – 1 – 0
Navigation Wealth Management
8570
Navigation Wealth Management
Colorado
$67.3M -$742K -1% 1.95% 46.5% 34 5.88% 0.6
Van Diest Capital
8571
Van Diest Capital
Iowa
$67M – – 3.77% – 138 – 0
Ampfield Management
8572
Ampfield Management
New York
$66.7M -$23M -26% 2.61% 56.9% 5 40% 2
Sullivan Wood Capital Management
8573
Sullivan Wood Capital Management
District of Columbia
$66.3M -$1.58M -2% 15.1% – 24 25% 0.4
Solutions 4 Wealth
8574
Solutions 4 Wealth
Texas
$66.2M +$1.74M +3% 1.01% 54.9% 59 8.47% 1.5
Redmont Wealth Advisors
8575
Redmont Wealth Advisors
Illinois
$66M -$5.75M -8% 1.45% 46.1% 315 5.4% 1