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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)
Monetary Management Group
3776
Monetary Management Group
Missouri
$359M +$38.3M +12% 13.3% 138% 343 10.5% 6.7
HCAL
3777
HURRICANE CAPITAL ADVISORS LLC
New York
$359M +$102M +40% 20.3% – 708 54.8% 0.2
Geisinger Health
3778
Geisinger Health
Pennsylvania
$359M +$39.3M +12% 2.57% – 5 0% 1.1
Darwin Wealth Management
3779
Darwin Wealth Management
Florida
$359M -$13.9M -4% 5.84% 56.8% 153 17.65% 3.4
Engle Capital Management
3780
Engle Capital Management
Connecticut
$359M +$73.3M +26% 27.9% 398% 34 38.24% 0.5
Financial Insights
3781
Financial Insights
Washington
$359M +$38.8M +12% 9.17% 82.1% 166 10.84% 2.3
Park Edge Advisors
3782
Park Edge Advisors
Ohio
$358M +$69.7M +24% 12.4% 61.1% 135 25.19% 0.8
Sycale Advisors
3783
Sycale Advisors
New York
$358M +$27.9M +8% 7.29% 31.5% 24 37.5% 0.9
Catalyst Funds Management
3784
Catalyst Funds Management
Australia
$358M – – 9.38% – 1,091 – 0
Inlet Private Wealth
3785
Inlet Private Wealth
Florida
$358M +$31.8M +10% 10.3% 111% 125 8% 3.8
First Pacific Financial
3786
First Pacific Financial
Washington
$358M +$30.6M +9% 4.97% 53.6% 449 20.71% 1
Schwarz Dygos Wheeler Investment Advisors
3787
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$358M +$32.7M +10% 7.8% 74% 158 13.92% 3
Raab & Moskowitz Asset Management
3788
Raab & Moskowitz Asset Management
New Jersey
$358M +$40.9M +13% 8.49% 84.7% 173 7.51% 6
Waterfront Wealth
3789
Waterfront Wealth
Kansas
$357M +$18.2M +5% 7.53% 77.2% 256 8.2% 2.4
Shah Capital Management
3790
Shah Capital Management
North Carolina
$357M -$33M -8% 6.92% 287% 18 22.22% 3.3
Globe Life
3791
Globe Life
Texas
$357M +$22.7M +7% 9.13% 67.5% 2 0% 3.9
Lifeworks Advisors
3792
Lifeworks Advisors
Michigan
$357M +$67.5M +23% 7.94% 80.4% 236 20.76% 1.1
General Pension Society PZU Joint Stock
3793
General Pension Society PZU Joint Stock
Poland
$357M +$43.9M +14% 11.9% 116% 19 0% 7.4
Ignite Planners
3794
Ignite Planners
California
$357M +$20.2M +6% 7.61% 83.8% 310 18.06% 1.2
Drive Wealth Management
3795
Drive Wealth Management
Utah
$357M +$46.9M +15% 9.09% 94.4% 344 18.9% 1.1
PhiloSmith Capital
3796
PhiloSmith Capital
Connecticut
$357M +$45.7M +15% 16.3% 47% 24 4.17% 5.9
Carderock Capital Management
3797
Carderock Capital Management
Maryland
$357M -$5.39M -1% 10.1% 97.6% 74 25.68% 5
Mountain Capital Investment Advisors
3798
Mountain Capital Investment Advisors
Colorado
$357M +$60.8M +21% 6.23% 70.1% 73 50.68% 1.5
IFS
3799
Ifrah Financial Services
Arkansas
$357M +$15.6M +5% 6.34% 64.1% 223 13.9% 4.3
Levy Wealth Management Group
3800
Levy Wealth Management Group
Pennsylvania
$356M $0 0% 5.75% 21.1% 104 0% 2.1