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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)
Blue Zone Wealth Advisors
3876
Blue Zone Wealth Advisors
California
$400M +$40.5M +11% 8% 91.1% 115 12.17% 2.8
Gardner Lewis Asset Management
3877
Gardner Lewis Asset Management
Pennsylvania
$400M -$14.7M -4% 24.6% 240% 102 46.08% 2.5
Marion Wealth Management
3878
Marion Wealth Management
Pennsylvania
$399M +$25.1M +7% 6.44% 51.7% 140 15% 2.2
Camrose Capital Investment Partners
3879
Camrose Capital Investment Partners
United Kingdom
$399M +$121M +43% 7.9% – 9 0% 0.5
Wiser Wealth Management
3880
Wiser Wealth Management
Georgia
$399M +$42.9M +12% 8.1% 53% 53 13.21% 2.2
Little House Capital
3881
Little House Capital
Massachusetts
$399M +$35.4M +10% 13.4% 108% 141 21.28% 2.4
Oak Hill Advisors
3882
Oak Hill Advisors
New York
$399M -$73.1M -15% 3.54% 42.4% 13 7.69% 4.8
Silver Rock Financial
3883
Silver Rock Financial
California
$399M +$16.8M +4% 4.54% 2.58% 31 9.68% 1.9
MSA Advisors
3884
MSA Advisors
California
$399M +$8.21M +2% 9.81% – 34 29.41% 1.2
Founders Grove Wealth Partners
3885
Founders Grove Wealth Partners
Virginia
$399M +$39.6M +11% 7.99% – 135 14.07% 0.4
Delta Air Lines
3886
Delta Air Lines
Georgia
$398M +$65.8M +20% 26.2% 5.3% 2 0% 3
Summit Wealth Group (Colorado)
3887
Summit Wealth Group (Colorado)
Colorado
$398M – – 8.56% – 236 – 0
B.O.S.S. Retirement Advisors
3888
B.O.S.S. Retirement Advisors
Utah
$398M +$53.4M +15% 9.96% 78.2% 212 30.19% 0.7
Mason & Associates (Virginia)
3889
Mason & Associates (Virginia)
Virginia
$398M +$51.1M +15% 6.59% – 44 18.18% 0.9
Curtis Advisory Group
3890
Curtis Advisory Group
California
$398M +$57.5M +17% 12.9% 67.6% 113 18.58% 3
Tradewinds Capital Management
3891
Tradewinds Capital Management
Washington
$398M +$24.6M +7% 10.4% 96.9% 706 14.59% 4.2
DI
3892
DDFG Inc
California
$398M +$36.7M +10% 7.24% 56.3% 81 7.41% 2
Childress Capital Advisors
3893
Childress Capital Advisors
Texas
$397M +$52.3M +15% 9.06% 101% 260 17.69% 1.7
Perseverance Asset Management International
3894
Perseverance Asset Management International
Cayman Islands
$397M -$368M -48% 5.64% 120% 22 59.09% 1.8
Bedell Frazier Investment Counselling
3895
Bedell Frazier Investment Counselling
California
$397M +$4.42M +1% 8.3% 72.5% 117 18.8% 3.1
Magnolia Capital Advisors
3896
Magnolia Capital Advisors
Mississippi
$397M +$29.1M +8% 8.92% 78.7% 245 9.39% 1.1
NetEase Inc
3897
NetEase Inc
China
$397M +$375M +1,695% 10% 464% 2 50% 1.5
Whitaker-Myers Wealth Managers
3898
Whitaker-Myers Wealth Managers
Ohio
$397M +$40.4M +11% 9.95% 75.2% 122 18.03% 1.5
Garden State Investment Advisory Services
3899
Garden State Investment Advisory Services
New Jersey
$397M +$84.2M +27% 14.4% 94% 339 26.25% 1.4
Almitas Capital
3900
Almitas Capital
California
$396M +$95M +32% 17.9% 86.1% 101 38.61% 0.8