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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)
CAN
3601
Claraphi Advisory Network
United States
$332M -$30.7M -8% 7.22% 88.3% 350 20.57% 1.5
Pinz Capital Management
3602
Pinz Capital Management
New York
$332M -$45.8M -12% 13.2% 199% 621 90.5% 0
Monetary Management Group
3603
Monetary Management Group
Missouri
$332M +$13.9M +4% 9.7% 138% 322 8.07% 4.9
Andesa Financial Management
3604
Andesa Financial Management
Pennsylvania
$332M +$24.8M +8% 5.95% 73.6% 157 13.38% 1.5
Engrave Wealth Partners
3605
Engrave Wealth Partners
Texas
$332M +$83.2M +33% 6.98% 39.9% 87 35.63% 0.7
Bank of Stockton
3606
Bank of Stockton
California
$331M +$30.3M +10% 6.01% 99.2% 127 8.66% 4.2
Xcel Wealth Management
3607
Xcel Wealth Management
Florida
$331M +$50.9M +18% 9.2% 93.7% 146 15.07% 1.4
Legacy Financial Group (Iowa)
3608
Legacy Financial Group (Iowa)
Iowa
$331M +$43.3M +15% 4.62% 44.3% 72 27.78% 0.4
Autonomy Capital (Jersey)
3609
Autonomy Capital (Jersey)
Jersey
$331M -$686M -67% 1.05% 33.4% 38 86.84% 0.3
Seven Post Investment Office
3610
Seven Post Investment Office
California
$331M +$44.9M +16% 10.8% 52.6% 49 14.29% 2
Element Pointe Advisors
3611
Element Pointe Advisors
Florida
$331M +$32.7M +11% 8.02% 75.1% 138 27.54% 1.1
MHP
3612
Manatuck Hill Partners
Connecticut
$331M +$35.4M +12% 12.1% 556% 181 66.85% 0.4
Boston Standard Wealth Management
3613
Boston Standard Wealth Management
Massachusetts
$331M +$23.2M +8% 4.96% 47.1% 37 0% 3.4
Capital City Trust
3614
Capital City Trust
Florida
$330M +$15.6M +5% 6.57% 98.5% 126 10.32% 4.9
Hill City Capital
3615
Hill City Capital
Massachusetts
$330M +$88.9M +37% 5.32% 194% 19 15.79% 0.4
BT Wealth Management
3616
BT Wealth Management
Georgia
$330M +$29.3M +10% 6.6% 34.8% 70 27.14% 1.4
Boston Research & Management
3617
Boston Research & Management
Massachusetts
$330M +$19M +6% 5.71% 53.2% 108 2.78% 5.9
Nalanda India Fund
3618
Nalanda India Fund
Mauritius
$329M +$30.6M +10% 10.3% 15.3% 1 0% 2.5
McIlrath & Eck
3619
McIlrath & Eck
Washington
$329M +$42.1M +15% 7.02% 44% 851 13.51% 2.2
Bellecapital
3620
Bellecapital
Switzerland
$329M +$8.73M +3% 6.36% 152% 193 9.33% 1.8
Liberty Capital Management
3621
Liberty Capital Management
Michigan
$329M +$39.3M +14% 7.68% – 127 3.94% 4.8
AXS Investments
3622
AXS Investments
New York
$328M +$46.9M +17% 11.3% 104% 183 28.42% 0.2
Princeton Global Asset Management
3623
Princeton Global Asset Management
New Jersey
$328M +$19.1M +6% 6.04% 110% 577 16.46% 1.5
AW
3624
Avion Wealth
Texas
$328M +$42M +15% 4.32% 45.4% 421 20.19% 0.9
FC
3625
Fore Capital
New York
$328M -$210M -39% 2.72% 25.4% 85 57.65% 0.6