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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)
Elwood & Goetz Wealth Advisory Group
3826
Elwood & Goetz Wealth Advisory Group
Georgia
$290M +$23.7M +9% 1.45% 63.7% 55 16.36% 1.7
Carrhae Capital
3827
Carrhae Capital
United Kingdom
$290M -$164M -36% 10.1% 182% 21 71.43% 0.7
Elgethun Capital Management
3828
Elgethun Capital Management
South Dakota
$290M -$973K -0.3% 0.09% 61.5% 107 3.74% 3.1
Semmax Financial Advisors
3829
Semmax Financial Advisors
North Carolina
$290M -$23.3M -7% 0.86% – 282 4.26% 2.2
KCP
3830
KDI Capital Partners
North Carolina
$290M -$14M -5% 0.6% 77.1% 33 6.06% 3.7
SCP
3831
Syntal Capital Partners
Texas
$290M +$5.89M +2% 0.98% 102% 138 45.65% 1.6
Elevated Capital Advisors
3832
Elevated Capital Advisors
Utah
$289M – – 0.62% 46% 178 – 1.4
WNY Asset Management
3833
WNY Asset Management
New York
$289M +$10.3M +4% 1.15% – 162 8.64% 0.6
Gramercy Funds Management
3834
Gramercy Funds Management
Connecticut
$289M -$264M -48% 9.42% 87.6% 4 50% 0.9
Marino Stram & Associates
3835
Marino Stram & Associates
Massachusetts
$289M -$93.8M -24% 0.95% 72.2% 310 75.48% 1.4
Day & Ennis
3836
Day & Ennis
Georgia
$289M +$690K +0.2% 0.53% 15.2% 127 4.72% 3
MBL Wealth
3837
MBL Wealth
North Carolina
$289M – – 1.34% 52.7% 74 – 0.6
Analog Century Management
3838
Analog Century Management
New York
$289M +$39.6M +16% 5.42% 785% 21 4.76% 0.7
Union Square Park Capital Management
3839
Union Square Park Capital Management
New York
$289M +$64.9M +29% 3.51% 75.8% 100 57% 0.3
Daniels + Tansey
3840
Daniels + Tansey
Delaware
$289M +$1.14M +0.4% 0.99% 21.1% 34 0% 0.8
Blue Zone Wealth Advisors
3841
Blue Zone Wealth Advisors
California
$288M +$22M +8% 1.03% 91.1% 102 19.61% 1
Raffa Wealth Management
3842
Raffa Wealth Management
District of Columbia
$288M -$727K -0.3% 1.37% 35.8% 1,143 7.09% 1.5
Bullseye Asset Management
3843
Bullseye Asset Management
Colorado
$288M -$8.52M -3% 1.77% 81% 108 12.04% 1.1
AH Equity Partners III (Parallel)
3844
AH Equity Partners III (Parallel)
California
$288M +$15.1M +6% 39.2% 33.1% 2 50% 0.3
Hillman Company
3845
Hillman Company
Pennsylvania
$287M -$104M -26% 2.29% 118% 12 16.67% 1.2
SF
3846
Symphony Financial
Texas
$287M -$6.76M -2% 0.62% 95.7% 190 25.26% 0.9
Winch Advisory Services
3847
Winch Advisory Services
Wisconsin
$287M +$8.83M +3% 0.27% 80.8% 542 12.73% 2.9
Brandywine Trust
3848
Brandywine Trust
Delaware
$287M -$29.2M -9% 5.9% 32.7% 33 3.03% 5.3
Magnolia Capital Advisors
3849
Magnolia Capital Advisors
Mississippi
$287M +$60.7M +27% 0.9% 78.7% 203 36.45% 0.5
Wellington Shields & Co
3850
Wellington Shields & Co
New York
$287M -$16.4M -5% 3.98% 109% 230 12.61% 2