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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)
Gavilan Investment Partners
4076
Gavilan Investment Partners
California
$315M +$7.81M +3% 4.96% 109% 13 0% 1.4
Verde Capital Management
4077
Verde Capital Management
Michigan
$315M +$22.9M +8% 1.13% 80.3% 46 10.87% 2.7
SIM
4078
SW Investment Management
Colorado
$314M +$3.16M +1% 5.58% 143% 14 14.29% 1.5
Butensky & Cohen Financial Security
4079
Butensky & Cohen Financial Security
Florida
$314M -$6.63M -2% 1.4% 81% 97 3.09% 5.7
Carr Financial Group
4080
Carr Financial Group
Massachusetts
$314M +$13.8M +5% 1.8% 66.1% 197 13.71% 1.2
PFW Advisors
4081
PFW Advisors
Georgia
$314M -$12.8M -4% 0.21% – 124 5.65% 4.2
West Michigan Advisors
4082
West Michigan Advisors
Michigan
$314M +$6.67M +2% 1.31% 86.6% 195 17.95% 1.4
Nikulski Financial
4083
Nikulski Financial
Iowa
$314M +$12.8M +4% 4.78% 95.8% 134 6.72% 3.8
Walter & Keenan Wealth Management
4084
Walter & Keenan Wealth Management
Indiana
$314M +$8.88M +3% 3.8% 92% 151 9.93% 4.4
Fourthstone LLC
4085
Fourthstone LLC
Missouri
$314M +$7.05M +2% 1.62% 104% 53 58.49% 1.2
Mint Tower Capital Management
4086
Mint Tower Capital Management
Netherlands
$314M -$51.6M -14% 0.24% 40% 218 44.95% 1
Ritter Daniher Financial Advisory
4087
Ritter Daniher Financial Advisory
Ohio
$314M +$11.6M +4% 1.4% 56.7% 323 11.15% 2.3
BetterWealth
4088
BetterWealth
California
$314M +$6.81M +2% 2.96% 63.3% 66 12.12% 1.5
Gemsstock Ltd
4089
Gemsstock Ltd
United Kingdom
$314M +$48.7M +18% 11.1% 149% 18 55.56% 0.8
SSI
4090
Scott & Selber Inc
Texas
$314M +$19.7M +7% 7.8% 202% 90 7.78% 4.8
St. Clair Advisors
4091
St. Clair Advisors
Ohio
$313M +$5.55M +2% 3.02% 77.5% 79 3.8% 2.2
Lead Edge Capital Management
4092
Lead Edge Capital Management
New York
$313M -$11.9M -4% 0.23% 20.2% 12 33.33% 1.1
Park Place Capital
4093
Park Place Capital
Alabama
$313M +$34.2M +12% 1.81% 60% 938 13.01% 1.3
Watchman Group
4094
Watchman Group
Texas
$313M -$17.7M -5% 0.22% 54% 88 15.91% 2.4
WA
4095
WP Advisors
California
$313M +$8.34M +3% 4.56% 113% 110 8.18% 3.9
GoalVest Advisory
4096
GoalVest Advisory
New York
$313M +$13M +4% 3.99% 94.8% 415 25.54% 1.7
My Legacy Advisors
4097
My Legacy Advisors
Oregon
$313M +$14.5M +5% 2.49% 49.1% 219 9.59% 1.6
B&I Capital
4098
B&I Capital
Switzerland
$313M -$2.95M -0.9% 3.17% 30.5% 28 14.29% 2.3
FCA Corp
4099
FCA Corp
Texas
$312M +$3.35M +1% 0.94% 57.4% 188 5.85% 4.7
Morgan Stanley Institutional Investment Advisors
4100
Morgan Stanley Institutional Investment Advisors
Colorado
$312M – – 1.78% – 2 – 0