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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)
Ellsworth Advisors
3801
Ellsworth Advisors
Ohio
$411M +$29.7M +8% 9.81% 131% 200 38% 1.6
CA
3802
Crumly & Associates
Illinois
$411M +$48.7M +13% 9.17% 58.1% 185 23.78% 2.3
Cypress Point Wealth Management
3803
Cypress Point Wealth Management
Texas
$411M +$95.5M +30% 30.6% 226% 81 18.52% 1.7
WrapManager Inc
3804
WrapManager Inc
California
$410M +$30M +8% 8.96% 64.6% 228 14.04% 4.2
JHCM
3805
Juniper Hill Capital Management
California
$410M +$9.1M +2% 8% 33.6% 4 0% 1.9
Humankind Investments
3806
Humankind Investments
New York
$410M +$25.1M +7% 6.86% 62.5% 164 19.51% 2.6
Alight Capital Management
3807
Alight Capital Management
New York
$410M +$194M +90% 31.6% 466% 79 67.09% 0.7
Prosight Management
3808
Prosight Management
Texas
$410M +$106M +35% 6.36% 39.5% 47 36.17% 1.1
Winch Advisory Services
3809
Winch Advisory Services
Wisconsin
$410M +$31.3M +8% 10.4% 80.8% 519 5.01% 4.9
Weaver Capital Management
3810
Weaver Capital Management
Georgia
$410M +$31.6M +8% 10.8% 79.4% 193 5.7% 1.2
Noble Family Wealth
3811
Noble Family Wealth
Florida
$409M +$46M +13% 7.1% 60% 71 15.49% 1.8
Scientech Research LLC
3812
Scientech Research LLC
New Jersey
$409M +$31.4M +8% 22.7% – 917 78.52% 0.2
GR Financial Group
3813
GR Financial Group
Arizona
$409M -$240M -37% 9.48% 66.6% 28 35.71% 1.1
AssuredPartners Investment Advisors
3814
AssuredPartners Investment Advisors
Florida
$409M -$109M -21% 12% – 340 33.82% 0.5
Frisch Financial Group
3815
Frisch Financial Group
New York
$409M +$52.3M +15% 6.62% 66.6% 148 16.22% 3.2
GWM
3816
GSB Wealth Management
Connecticut
$408M +$27.9M +7% 6.93% 61.8% 246 10.16% 3.1
Stokes Capital Advisors
3817
Stokes Capital Advisors
South Carolina
$408M +$15.1M +4% 7.14% 61.3% 75 13.33% 4.9
Drake & Associates
3818
Drake & Associates
Wisconsin
$408M +$52.4M +15% 6.55% 47.9% 103 24.27% 1.6
Waterfront Capital Partners
3819
Waterfront Capital Partners
New York
$408M -$176M -30% 3.33% 88.3% 45 53.33% 0.4
Precedent Wealth Partners
3820
Precedent Wealth Partners
Texas
$408M +$48M +13% 6.53% 61.1% 179 17.88% 1.1
IDG China Venture Capital Fund IV Associates
3821
IDG China Venture Capital Fund IV Associates
Hong Kong
$408M +$4.95M +1% 8.06% 59.2% 4 0% 3.3
LT
3822
Legacy Trust
Michigan
$408M -$7.17M -2% 11.6% 95% 163 14.11% 2.2
Genworth Financial
3823
Genworth Financial
Virginia
$408M +$34.8M +9% 9.41% 73.6% 2 0% 4.1
Sentinus LLC
3824
Sentinus LLC
Illinois
$408M +$51.1M +14% 8.18% – 227 20.7% 1.5
PBF
3825
Petix & Botte Financial
California
$408M +$27.8M +7% 6.27% 47.5% 132 6.82% 3.1