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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)
Luminus Management
3551
Luminus Management
Texas
$324M -$8.35M -3% 0.53% 8.7% 34 38.24% 1.4
Burton Enright Welch
3552
Burton Enright Welch
California
$324M +$3.58M +1% 2.18% 62.8% 76 11.84% 1.3
Austin Wealth Management
3553
Austin Wealth Management
Texas
$323M – – 3.03% 48.2% 100 – 0
Sio Capital Management
3554
Sio Capital Management
New York
$323M -$70.1M -18% 12.6% 564% 64 45.31% 0.8
Abacus Wealth Partners
3555
Abacus Wealth Partners
California
$323M -$9.01M -3% 3.44% 46% 91 29.67% 1.7
Teton Advisors
3556
Teton Advisors
New York
$323M -$35.8M -10% 1.45% 139% 247 6.07% 7
Kickstand Ventures
3557
Kickstand Ventures
New York
$323M – – 3.52% 51.4% 97 – 0
FSI
3558
Flow State Investments
Illinois
$323M +$61.9M +24% 2.64% – 291 46.05% 0.4
Levy Wealth Management Group
3559
Levy Wealth Management Group
Pennsylvania
$323M -$15.2M -4% 2.71% 21.1% 112 8.04% 1.7
Marcho Partners
3560
Marcho Partners
United Kingdom
$322M -$116M -26% 4.14% 115% 12 16.67% 2.1
Franklin, Parlapiano, Turner & Welch
3561
Franklin, Parlapiano, Turner & Welch
Texas
$322M -$14.9M -4% 3.73% 49.3% 50 4% 6.7
MFA Wealth Advisors
3562
MFA Wealth Advisors
Pennsylvania
$322M +$4.38M +1% 1.84% 68.6% 80 11.25% 1.4
Financial & Tax Architects
3563
Financial & Tax Architects
Missouri
$322M -$1.97M -0.6% 2.47% 50.2% 94 28.72% 1.3
Parkside Advisors
3564
Parkside Advisors
California
$322M -$975K -0.3% 3.94% 36.7% 82 12.2% 3.6
GJCM
3565
Grand Jean Capital Management
California
$322M +$26.8M +9% 2.23% 61.4% 46 6.52% 4.7
Arosa Capital Management
3566
Arosa Capital Management
Florida
$322M -$73.3M -19% 8.62% 536% 57 38.6% 0.5
Dorsey Wright & Associates
3567
Dorsey Wright & Associates
California
$322M -$10.4M -3% 2.12% 311% 340 33.53% 0.7
DAFNA Capital Management
3568
DAFNA Capital Management
California
$321M -$44.2M -12% 9.26% 313% 83 21.69% 2.5
Impact Partnership Wealth
3569
Impact Partnership Wealth
Georgia
$321M +$33.6M +12% 1.99% 47.3% 1,255 47.81% 0.2
Morgan Dempsey Capital Management
3570
Morgan Dempsey Capital Management
Wisconsin
$321M -$29.2M -8% 2.82% 52.1% 125 12% 3
Fortis Capital Management
3571
Fortis Capital Management
Washington
$321M +$38.1M +13% 4.97% 82% 139 29.5% 1.4
IFS
3572
Ifrah Financial Services
Arkansas
$321M -$8.29M -3% 2.33% 64.1% 204 4.9% 4.4
AA
3573
AF Advisors
California
$321M +$21.7M +7% 7.11% 76.5% 16 0% 2.3
RB Capital Management
3574
RB Capital Management
Nevada
$321M -$11.5M -3% 4.06% 79.4% 177 4.52% 4.1
GF
3575
Greenfield FTC
Nevada
$321M -$35.6M -10% 3.68% 75.4% 4 0% 2.4