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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)
Empire Financial Management Company
3826
Empire Financial Management Company
New York
$460M +$23.5M +5% 7.03% 78.3% 223 13.45% 2
NVWM LLC
3827
NVWM LLC
Pennsylvania
$460M +$14.9M +3% 2.7% 119% 767 14.47% 2.9
Liquid Strategies
3828
Liquid Strategies
Georgia
$459M -$26.2M -5% 1.73% 52.4% 8 12.5% 4.3
Foyston, Gordon, & Payne
3829
Foyston, Gordon, & Payne
Ontario, Canada
$459M +$1.45M +0.3% 2.27% 75.1% 60 11.67% 5.4
one8zero8 LLC
3830
one8zero8 LLC
North Carolina
$459M -$4.24M -0.9% 1.74% – 280 17.14% 0.8
111 Capital
3831
111 Capital
France
$458M -$69.2M -13% 3.32% – 568 66.2% 0.3
Cypress Point Wealth Management
3832
Cypress Point Wealth Management
Texas
$458M -$36M -7% 0.61% 255% 95 18.95% 1.9
Miramar Capital
3833
Miramar Capital
Illinois
$458M +$6.82M +2% 1.22% 47.3% 60 10% 4
CWAG
3834
Compton Wealth Advisory Group
Virginia
$458M +$25.5M +6% 3.22% 76.1% 85 2.35% 4.6
FNBOMD
3835
First National Bank of Mount Dora
Florida
$458M +$5.53M +1% 2.07% 96.2% 129 4.65% 6.3
Raab & Moskowitz Asset Management
3836
Raab & Moskowitz Asset Management
New Jersey
$457M +$10M +2% 3.04% 84.7% 192 3.65% 6.6
Boxer Capital Management
3837
Boxer Capital Management
California
$457M +$143M +46% 76.9% – 49 38.78% 0.4
DI
3838
DDFG Inc
California
$457M +$23.8M +6% 2.13% 56.3% 89 6.74% 2.3
AA
3839
Ashford Advisors
New York
$457M +$4.65M +1% 2.41% 75.4% 20 0% 3.5
H2CM
3840
H/2 Credit Manager
Connecticut
$457M +$53.1M +13% 0.71% 97.4% 19 10.53% 2.7
Centurion Wealth Management
3841
Centurion Wealth Management
Virginia
$457M +$17.4M +4% 2.23% – 335 14.03% 1.6
New York Life Insurance Company
3842
New York Life Insurance Company
New York
$456M +$50.1M +12% 0.39% 71% 6 16.67% 3.3
Decker Wealth Management LLC
3843
Decker Wealth Management LLC
Tennessee
$456M – – 3.86% – 105 – 0
Alliance Wealth Management Group
3844
Alliance Wealth Management Group
New Jersey
$456M +$6.06M +1% 1.26% 43.4% 98 7.14% 5.4
Pacific Ridge Capital Partners
3845
Pacific Ridge Capital Partners
Oregon
$456M +$575K +0.1% 1.46% 149% 144 10.42% 5.5
WCM
3846
Westerly Capital Management
California
$455M +$136M +43% 1.95% 116% 50 32% 1.6
Crusonia Wealth Advisors
3847
Crusonia Wealth Advisors
Colorado
$455M – – 2.19% – 178 – 0
SA
3848
SoftVest Advisors
Texas
$455M -$36.7M -7% 7.53% 178% 3 0% 4.3
Eagle Health Investments
3849
Eagle Health Investments
Connecticut
$455M +$74.1M +19% 41.7% 241% 34 44.12% 1.1
Halter Ferguson Financial
3850
Halter Ferguson Financial
Indiana
$455M +$17.6M +4% 7.8% 131% 37 10.81% 1.4