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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)
Prism Advisors
3776
Prism Advisors
California
$273M +$24.9M +10% 9.69% 54.6% 57 22.81% 3
HF
3777
Halpern Financial
Virginia
$273M +$20.1M +8% 9.21% 26.3% 223 15.7% 2
Triangle Securities Wealth Management
3778
Triangle Securities Wealth Management
North Carolina
$273M +$28M +11% 10.3% 83.6% 183 8.2% 5.2
G2 Capital Management
3779
G2 Capital Management
Ohio
$273M +$56.6M +26% 6.21% 55.1% 68 27.94% 0.7
Shakespeare Wealth Management
3780
Shakespeare Wealth Management
Wisconsin
$272M +$35.3M +15% 9.6% 55.5% 77 15.58% 3.1
Arch Capital Group
3781
Arch Capital Group
Bermuda
$272M +$3.13M +1% 1.11% 3.08% 2 0% 2
Jackson Wealth Management
3782
Jackson Wealth Management
Florida
$272M -$236M -46% 9.41% 72.1% 118 42.37% 1.8
American Assets Inc
3783
American Assets Inc
California
$272M +$9.7M +4% 3.5% 49.9% 10 0% 3.8
IAM Advisory
3784
IAM Advisory
Pennsylvania
$272M +$35.4M +15% 9.88% 74.5% 91 23.08% 0.8
RA
3785
Rovida Advisors
Florida
$272M +$57.1M +27% 6.12% 24.8% 26 26.92% 1.7
Accurate Wealth Management
3786
Accurate Wealth Management
Florida
$272M +$31.9M +13% 7.1% 101% 1,590 88.62% 0.1
Uncommon Cents Investing
3787
Uncommon Cents Investing
Wisconsin
$272M +$33.5M +14% 13% 91.4% 159 8.18% 3.2
Trium Capital
3788
Trium Capital
United Kingdom
$272M – – 14.3% 215% 70 – 0
FC
3789
Fore Capital
New York
$271M +$191M +237% 0.24% 25.4% 40 40% 0.5
MKC
3790
M. Kraus & Co
Vermont
$271M +$32.4M +14% 11% 65.9% 74 9.46% 4.7
Incline Global Management
3791
Incline Global Management
New York
$271M -$87.5M -24% 5.23% 40.1% 25 20% 1.8
Butensky & Cohen Financial Security
3792
Butensky & Cohen Financial Security
Florida
$271M +$30M +12% 12.2% 81% 97 4.12% 5
Steginsky Capital
3793
Steginsky Capital
New York
$271M +$7.46M +3% 4.16% 99.4% 7 0% 5.9
Stuart Chaussee & Associates
3794
Stuart Chaussee & Associates
California
$271M +$228M +528% 7.28% 58.6% 157 10.19% 2.8
Riverpoint Wealth Management Holdings
3795
Riverpoint Wealth Management Holdings
Illinois
$271M +$35.6M +15% 9.53% 53.6% 123 63.41% 1.6
Paradiem
3796
Paradiem
Louisiana
$271M +$11.9M +5% 11% 107% 104 15.38% 1.3
Sio Capital Management
3797
Sio Capital Management
New York
$270M -$44.3M -14% 12.3% 564% 64 51.56% 1
Wolff Financial Management
3798
Wolff Financial Management
Michigan
$270M +$51.3M +23% 9.5% 56.7% 102 8.82% 1.7
Relaxing Retirement Coach
3799
Relaxing Retirement Coach
Massachusetts
$270M +$58.3M +28% 9.47% 28.6% 67 22.39% 2.5
VR Advisory Services
3800
VR Advisory Services
Cayman Islands
$270M -$2.95M -1% 14.5% 89.7% 83 15.66% 1.4