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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)
Janiczek Wealth Management
3876
Janiczek Wealth Management
Colorado
$283M +$7.54M +3% 0.88% 16.4% 1,056 15.53% 1.1
Scholtz & Company
3877
Scholtz & Company
Connecticut
$283M -$9.7M -3% 0.74% 89.2% 80 22.5% 1.7
Perennial Investment Advisors
3878
Perennial Investment Advisors
California
$283M +$8.45M +3% 0.69% 84.3% 232 13.36% 1.1
Opes Wealth Management
3879
Opes Wealth Management
California
$283M +$12.4M +5% 0.53% 54.1% 96 10.42% 1.4
KPCB DGF II Associates
3880
KPCB DGF II Associates
California
$283M +$6.2M +2% 31.7% 2.08% 4 75% 0.4
SVG
3881
Sun Valley Gold
Idaho
$282M -$1.56B -85% 15.4% 160% 16 12.5% 2.3
Beacon Harbor Wealth Advisors
3882
Beacon Harbor Wealth Advisors
Virginia
$282M +$3.48M +1% 0.78% 143% 79 27.85% 1
Capital Advisors Wealth Management
3883
Capital Advisors Wealth Management
Washington
$282M +$12.2M +5% 0.93% 70.5% 106 16.98% 0.4
Dark Forest Capital Management
3884
Dark Forest Capital Management
Puerto Rico
$282M +$51.1M +22% 0.49% 63% 1,655 74.44% 0.1
Roanoke Asset Management
3885
Roanoke Asset Management
New Jersey
$282M -$6.32M -2% 1.64% 50.3% 116 6.9% 4.7
Harbert Fund Advisors
3886
Harbert Fund Advisors
Alabama
$282M +$102M +57% 1.4% 70.8% 47 55.32% 0.6
Foresite Capital Management II
3887
Foresite Capital Management II
California
$281M -$90.3M -24% 22.9% 66.2% 4 0% 3.4
HWMA
3888
Heritage Wealth Management (Arizona)
Arizona
$281M +$17.3M +7% 1.4% – 940 9.15% 0.4
IAG Wealth Partners
3889
IAG Wealth Partners
Wisconsin
$281M +$2.45M +0.9% 0.97% 47.3% 402 11.44% 1.3
Evergreen Advisors
3890
Evergreen Advisors
Tennessee
$281M +$50.4M +22% 0.67% – 15 13.33% 1.6
MKC
3891
M. Kraus & Co
Vermont
$281M +$2.85M +1% 1.57% 65.9% 78 8.97% 4
Peddock Capital Advisors
3892
Peddock Capital Advisors
Massachusetts
$281M -$5.34M -2% 0.36% 113% 145 4.83% 4.3
Ursa Fund Management
3893
Ursa Fund Management
California
$281M +$202M +259% 4.43% 93.5% 33 96.97% 0
Eldridge Investment Advisors
3894
Eldridge Investment Advisors
New Hampshire
$281M +$4.46M +2% 0.69% 50.9% 123 8.94% 2.3
Prism Advisors
3895
Prism Advisors
California
$281M -$7.03M -2% 1.54% 54.6% 56 8.93% 2.2
Taylor Wealth Management Partners
3896
Taylor Wealth Management Partners
Massachusetts
$280M -$3.27M -1% 3.09% 62% 74 12.16% 2
Liberty Wealth Management
3897
Liberty Wealth Management
California
$280M +$23.1M +9% 0.12% 64.2% 1,261 14.35% 1.6
Hi-Line Capital Management
3898
Hi-Line Capital Management
South Dakota
$280M +$17M +6% 0.99% 57.5% 28 10.71% 1.8
Sourcerock Group
3899
Sourcerock Group
Colorado
$280M +$27.3M +11% 0.65% 59.1% 19 36.84% 0.4
Chesapeake Wealth Management
3900
Chesapeake Wealth Management
Virginia
$280M -$28.7M -9% 0.47% 65.9% 223 10.76% 2.6