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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)
Brown University
4051
Brown University
Rhode Island
$239M -$7.25M -3% 12.3% 37.9% 7 42.86% 1.3
WealthBridge Capital Management
4052
WealthBridge Capital Management
Ohio
$239M +$4.91M +2% 7.45% 89.4% 214 16.36% 2.3
Allegheny Financial Group
4053
Allegheny Financial Group
Pennsylvania
$239M +$26.7M +13% 11.7% 71.1% 175 10.86% 1.4
Canvas Wealth Advisors
4054
Canvas Wealth Advisors
Kansas
$239M +$4.32M +2% 5.08% 115% 154 25.32% 1.1
Astoria Strategic Wealth
4055
Astoria Strategic Wealth
Texas
$239M +$20M +9% 5.44% 42.1% 33 9.09% 2.2
Ignite Planners
4056
Ignite Planners
California
$239M +$114M +91% 7.62% 83.8% 257 38.13% 0.6
MPM Asset Management
4057
MPM Asset Management
Massachusetts
$239M -$23.5M -9% 4.92% 5.89% 9 0% 2.3
Kize Capital
4058
Kize Capital
New York
$239M +$22.5M +10% 13.8% 34.7% 8 37.5% 1.5
Investment Management Associates
4059
Investment Management Associates
Colorado
$239M +$26.2M +12% 8.05% 50.4% 45 11.11% 1.7
BCS Wealth Management
4060
BCS Wealth Management
Tennessee
$239M +$26.4M +12% 7.01% 46.7% 197 12.69% 1.8
High Note Wealth
4061
High Note Wealth
Minnesota
$239M -$11.5M -5% 7.6% 82.8% 100 12% 1.4
Harvey Capital Management
4062
Harvey Capital Management
Florida
$239M +$7.89M +3% 4.74% 147% 82 10.98% 3.4
Cornerstone Planning Group
4063
Cornerstone Planning Group
New Jersey
$239M – – 6.65% 60% 1,561 – 0
LWA
4064
LWS Wealth Advisors
New Jersey
$239M -$22.5M -9% 7.63% 8.87% 61 9.84% 2.4
Kiley Juergens Wealth Management
4065
Kiley Juergens Wealth Management
Washington
$239M +$26M +12% 7.23% 106% 74 9.46% 2.7
FountainVest China Capital Partners GP3
4066
FountainVest China Capital Partners GP3
Cayman Islands
$239M +$88.3M +59% 58.8% 121% 1 0% 3
Denali Advisors
4067
Denali Advisors
California
$239M +$27M +13% 13.2% 106% 465 33.98% 1.4
Somerset Trust
4068
Somerset Trust
Pennsylvania
$238M +$23.7M +11% 12.1% 80.5% 153 9.8% 4.8
Compton Financial Group
4069
Compton Financial Group
Maryland
$238M +$21M +10% 6.35% 37.7% 36 16.67% 1.4
Sovereign Investment Advisors
4070
Sovereign Investment Advisors
Arizona
$238M +$14.9M +7% 5.59% 43.7% 33 6.06% 2.3
Presilium Private Wealth
4071
Presilium Private Wealth
Pennsylvania
$238M – – 7.32% 45.9% 48 – 0
Baker Boyer National Bank
4072
Baker Boyer National Bank
Washington
$238M +$12.9M +6% 8.33% 44.7% 81 4.94% 4.6
Medicxi Ventures Management
4073
Medicxi Ventures Management
Jersey
$238M -$2.1M -0.9% 16% 369% 6 16.67% 1.8
Athyrium Capital Management
4074
Athyrium Capital Management
New York
$238M -$29.1M -11% 4.37% 25.1% 11 0% 1.1
ETF Portfolio Partners
4075
ETF Portfolio Partners
Kansas
$238M +$11.5M +5% 5.62% 50.2% 51 7.84% 3.8