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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)
MLCM
3676
M & L Capital Management
United Kingdom
$411M – – 6.49% – 21 – 0
Waterfront Wealth
3677
Waterfront Wealth
Kansas
$410M +$2.38M +0.6% 0.46% 77.2% 266 9.02% 2.8
ACPLP
3678
Amberjack Capital Partners, L.P.
Texas
$410M – – 4.84% – 1 – 0
Untitled Investments
3679
Untitled Investments
New York
$410M -$41.2M -9% 2.97% 79.6% 20 30% 1.6
SR One Capital Management
3680
SR One Capital Management
Pennsylvania
$410M -$88.7M -18% 13.6% 656% 11 0% 1.3
Elwood & Goetz Wealth Advisory Group
3681
Elwood & Goetz Wealth Advisory Group
Georgia
$410M +$6.1M +2% 2.31% 63.7% 105 6.67% 2.5
Cutter & Co Brokerage
3682
Cutter & Co Brokerage
Missouri
$410M -$32.3M -7% 1.27% 40.4% 236 19.07% 3.9
West Paces Advisors
3683
West Paces Advisors
Georgia
$410M +$1.38M +0.3% 1.54% 57.7% 578 8.82% 5
Catalyst Funds Management
3684
Catalyst Funds Management
Australia
$409M -$46.1M -10% 13.1% – 1,371 85.85% 0.3
A6
3685
Anchor @ 65
Singapore
$409M – – 29.9% – 2 – 0
Cliffwater
3686
Cliffwater
California
$409M -$23.7M -5% 1.4% 29.4% 25 32% 4.4
FSM Wealth Advisors
3687
FSM Wealth Advisors
Ohio
$409M +$31.7M +8% 0.24% 68.4% 209 16.75% 1.6
Harvest Investment Services
3688
Harvest Investment Services
Illinois
$408M +$95.6M +31% 10.3% 282% 329 44.07% 1.1
Wealth Dimensions Group
3689
Wealth Dimensions Group
Ohio
$408M +$13.4M +3% 0.87% 63.6% 157 7.64% 3
Bienville Capital Management
3690
Bienville Capital Management
New York
$408M +$21.7M +6% 0.26% 36.3% 90 28.89% 3.4
Raab & Moskowitz Asset Management
3691
Raab & Moskowitz Asset Management
New Jersey
$408M +$13.1M +3% 1.33% 84.7% 175 5.14% 6.4
Drive Wealth Management
3692
Drive Wealth Management
Utah
$408M +$23.9M +6% 3.35% 94.4% 385 27.79% 1.4
Eagle Health Investments
3693
Eagle Health Investments
Connecticut
$408M -$120M -23% 0.71% 241% 25 28% 2.3
Gifford Fong Associates
3694
Gifford Fong Associates
California
$408M +$7.57M +2% 5% 180% 128 1.56% 6.1
Schwarz Dygos Wheeler Investment Advisors
3695
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$407M +$6.37M +2% 0.49% 74% 164 10.37% 3.5
Rezny Wealth Management
3696
Rezny Wealth Management
Florida
$407M +$10.4M +3% 2.58% 99.6% 35 14.29% 2.1
Cornerstone Planning Group
3697
Cornerstone Planning Group
New Jersey
$407M +$28.7M +8% 0.98% 60% 1,513 20.89% 1.2
RAM Investment Partners
3698
RAM Investment Partners
Washington
$407M +$22.7M +6% 1.22% 61.9% 98 17.35% 1.3
Blankinship & Foster
3699
Blankinship & Foster
California
$407M -$2.48M -0.6% 0.37% 67.1% 74 6.76% 4.2
Quadrant Private Wealth Management
3700
Quadrant Private Wealth Management
Pennsylvania
$407M +$2.95M +0.7% 3.74% 100% 260 13.46% 3.3