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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)
MFA Wealth Advisors
3651
MFA Wealth Advisors
Pennsylvania
$404M +$13.3M +3% 0.12% 68.6% 90 18.89% 2.1
High Note Wealth
3652
High Note Wealth
Minnesota
$404M +$19.6M +5% 0.16% 82.8% 985 19.9% 0.5
REAP Financial Group
3653
REAP Financial Group
Texas
$404M +$644K +0.2% 1.69% 63% 727 34.66% 1
Fourthstone LLC
3654
Fourthstone LLC
Missouri
$403M -$109M -21% 7.74% 104% 92 44.57% 0.9
IDG China Venture Capital Fund IV Associates
3655
IDG China Venture Capital Fund IV Associates
Hong Kong
$403M -$27.7M -6% 8.46% 59.2% 4 0% 3.1
Ipswich Investment Management
3656
Ipswich Investment Management
Massachusetts
$403M -$12.7M -3% 0.55% 104% 194 8.25% 6.1
Stevens Capital Management
3657
Stevens Capital Management
Pennsylvania
$403M +$153M +61% 4.46% 108% 418 68.9% 0.4
Vantage Financial Partners (Wisconsin)
3658
Vantage Financial Partners (Wisconsin)
Wisconsin
$402M +$2.65M +0.7% 1.99% 53.8% 204 16.18% 1.4
Mason & Associates (California)
3659
Mason & Associates (California)
California
$402M -$22.6M -5% 2.36% 68.5% 121 19.83% 1.8
Element Capital Management
3660
Element Capital Management
New York
$402M +$392M +3,889% 0.02% 49.4% 149 99.33% 0.1
TruNorth Capital Management
3661
TruNorth Capital Management
Michigan
$402M +$36.4M +10% 0.93% – 455 22.2% 0.7
WCMN
3662
Westchester Capital Management (Nebraska)
Nebraska
$402M +$4.63M +1% 1.97% 121% 41 4.88% 8.8
Aspire Private Capital
3663
Aspire Private Capital
North Carolina
$402M -$1.08M -0.3% 0.1% 55.3% 184 15.76% 3.7
Gifford Fong Associates
3664
Gifford Fong Associates
California
$402M -$5.58M -1% 1.45% 180% 126 0% 6.4
Asset Allocation Strategies
3665
Asset Allocation Strategies
Michigan
$402M -$13.7M -3% 1.31% 58.1% 129 6.2% 1.2
Westwind Capital
3666
Westwind Capital
New Mexico
$402M -$56.5M -12% 5.41% 87.6% 46 30.43% 2.7
Stuart Chaussee & Associates
3667
Stuart Chaussee & Associates
California
$401M -$2.02M -0.5% 2.81% 58.6% 196 11.73% 3.5
Quadrant Private Wealth Management
3668
Quadrant Private Wealth Management
Pennsylvania
$401M -$5.09M -1% 2.92% 100% 258 17.44% 3.5
MWM
3669
Mascoma Wealth Management
New Hampshire
$401M +$3.21M +0.8% 0.63% 43.7% 546 15.02% 3.1
WWMSC
3670
Wagner Wealth Management (South Carolina)
South Carolina
$401M +$13.7M +4% 0.45% 36.4% 253 9.09% 3.1
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3671
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$401M -$15.4M -4% 4.24% 80.8% 66 12.12% 2.9
JHCM
3672
Juniper Hill Capital Management
California
$401M -$50.2M -11% 2.58% 33.6% 6 33.33% 1.6
Singapore Technologies Telemedia
3673
Singapore Technologies Telemedia
Singapore
$401M +$24.9M +7% 6.61% 185% 1 0% 8
Grace & Mercy Foundation
3674
Grace & Mercy Foundation
New York
$401M -$43.3M -10% 9.92% 67.6% 18 5.56% 1.9
Kozak & Associates
3675
Kozak & Associates
Colorado
$401M -$36.6M -8% 5.73% 111% 473 10.78% 2.2