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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)
Sunburst Financial Group
3901
Sunburst Financial Group
Alabama
$287M +$15.4M +6% 3.99% 55.7% 93 5.38% 2.4
WESCAP Management Group
3902
WESCAP Management Group
California
$286M +$2.54M +0.9% 2.29% 45.7% 90 3.33% 4.1
Legacy Wealth Asset Management
3903
Legacy Wealth Asset Management
Minnesota
$286M +$9.2M +3% 5.37% 116% 351 8.83% 1.7
Affinity Asset Advisors
3904
Affinity Asset Advisors
New York
$286M -$16.7M -6% 12.8% 1,487% 97 52.58% 0.6
Trinity Legacy Partners
3905
Trinity Legacy Partners
Texas
$286M +$19.8M +7% 6.44% 63.3% 95 22.11% 2.2
INCA Investments
3906
INCA Investments
Florida
$286M +$16.8M +6% 19.2% 128% 11 0% 3.6
EGA
3907
E&G Advisors
Texas
$286M +$16M +6% 6.84% 97.7% 201 4.48% 1.6
HA
3908
Hamel Associates
New Jersey
$286M -$2.88M -1% 2.4% 50.6% 82 12.2% 5.7
Platte River Wealth Advisors
3909
Platte River Wealth Advisors
Colorado
$285M +$24.8M +10% 6.14% 28.6% 104 20.19% 2.4
Court Place Advisors
3910
Court Place Advisors
Maryland
$285M +$9.33M +3% 6.99% 92% 167 5.39% 6.5
Georgetown University
3911
Georgetown University
District of Columbia
$285M -$900K -0.3% 8.97% 79.9% 22 4.55% 1.7
SL
3912
SWF LLC
Nebraska
$285M +$25.8M +10% 10% 87.4% 2 0% 5.5
NFAM
3913
North Fourth Asset Management
New Jersey
$285M -$177M -38% 12.8% 104% 126 82.54% 0.2
Sage Capital Advisors
3914
Sage Capital Advisors
South Dakota
$285M +$22.4M +9% 7.54% 105% 132 9.85% 3
S.E.E.D. Planning Group
3915
S.E.E.D. Planning Group
New York
$285M +$25.8M +10% 7.07% 57.3% 94 10.64% 2.2
Denali Advisors
3916
Denali Advisors
California
$285M +$44.5M +18% 7.18% 106% 533 30.21% 1.3
GDS
3917
Gimbel Daniel Scott
$285M +$42.5M +18% 17.6% 57.1% 2 0% 2.5
Wahed Invest
3918
Wahed Invest
New York
$284M +$53M +23% 11.2% 140% 244 7.79% 1.2
Smith & Howard Wealth Management
3919
Smith & Howard Wealth Management
Georgia
$284M -$5.95M -2% 3.5% 43.8% 72 6.94% 4.4
Riggs Asset Management
3920
Riggs Asset Management
Pennsylvania
$284M +$26.3M +10% 8.22% 207% 415 18.31% 2.7
General Pension Society PZU Joint Stock
3921
General Pension Society PZU Joint Stock
Poland
$284M +$19.5M +7% 6.47% 116% 19 0% 6.8
New World Advisors
3922
New World Advisors
Massachusetts
$284M +$23.5M +9% 8.16% 84.1% 64 10.94% 1.6
Concord Asset Management (Virginia)
3923
Concord Asset Management (Virginia)
Virginia
$284M +$39.3M +16% 3.76% 64.7% 118 9.32% 0.6
Absoluto Partners Gestao de Recursos
3924
Absoluto Partners Gestao de Recursos
Brazil
$283M +$29.3M +12% 43.4% 78.7% 32 40.63% 1.3
San Luis Wealth Advisors
3925
San Luis Wealth Advisors
California
$283M +$22.7M +9% 5.99% 65% 193 35.75% 0.7