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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)
WealthOne
4101
WealthOne
New York
$140M -$1.59M -1% 1.04% 23.4% 105 25.71% 0.5
Seven Post Investment Office
4102
Seven Post Investment Office
California
$140M -$7.78M -5% 5.95% 52.6% 25 12% 1.8
Sagil Capital
4103
Sagil Capital
United Kingdom
$140M -$5.34M -4% 9.21% 104% 31 51.61% 0.6
Invesco Senior Secured Management
4104
Invesco Senior Secured Management
New York
$140M -$50.7M -27% 6.53% 18.1% 20 15% 1.3
RV Capital
4105
RV Capital
Switzerland
$140M +$3.9M +3% 5.86% 250% 4 0% 0.8
ILM
4106
Indigo Latam Management
Arizona
$140M +$8.78M +7% 6.72% 39.3% 1 0% 5.8
WAM
4107
Westport Asset Management
Connecticut
$139M -$6.98M -5% 2.7% 64.2% 64 3.13% 3.3
Mirsky Financial Management
4108
Mirsky Financial Management
New York
$139M +$6.37M +5% 0.55% 39.3% 37 8.11% 0.7
Shoker Investment Counsel
4109
Shoker Investment Counsel
Ohio
$139M +$2.24M +2% 1.85% 83.8% 101 6.93% 4
NEGWA
4110
New England Guild Wealth Advisors
Connecticut
$139M +$4.58M +3% 0.36% 6.04% 55 3.64% 1.5
Monetta Financial Services
4111
Monetta Financial Services
Illinois
$139M -$6.79M -5% 1.35% 275% 45 33.33% 2.1
BIMC
4112
Benson Investment Management Company
Virginia
$139M +$6.25M +5% 3.3% 99.8% 63 12.7% 1.4
TCG Advisors
4113
TCG Advisors
Texas
$139M +$30M +28% 0.98% – 480 77.5% 0.5
SWMG
4114
Strategic Wealth Management Group
Maryland
$139M +$7.55M +6% 1.65% – 89 12.36% 0.7
WealthBridge Capital Management
4115
WealthBridge Capital Management
Ohio
$139M +$29.4M +27% 0.79% 89.4% 130 20% 0.6
Beacon Wealthcare Inc
4116
Beacon Wealthcare Inc
North Carolina
$139M +$7.43M +6% 1.05% 31.6% 10 10% 1.4
Foresight Wealth Management
4117
Foresight Wealth Management
Utah
$139M +$6.33M +5% 1.06% 19.1% 130 16.92% 0.6
WPA
4118
Winning Points Advisors
Florida
$139M +$875K +0.6% 1.79% – 72 4.17% 2.4
Acuta Capital Partners
4119
Acuta Capital Partners
California
$139M -$143M -51% 8.44% 7,269% 41 51.22% 1
Ceeto Capital Group
4120
Ceeto Capital Group
Florida
$138M +$2.5M +2% 2.61% 94.4% 137 7.3% 1.6
Harvey Partners
4121
Harvey Partners
New York
$138M +$65.9M +91% 1.77% 174% 37 43.24% 0.9
CCM
4122
Consolidated Capital Management
California
$138M -$12.3M -8% 0.59% 166% 35 2.86% 2.4
Taylor Frigon Capital Management
4123
Taylor Frigon Capital Management
Arizona
$138M -$5.89M -4% 0.98% 152% 89 8.99% 2.7
WPSG
4124
Wealth & Pension Services Group
Georgia
$138M +$604K +0.4% 0.89% – 125 6.4% 0.9
Bernardo Wealth Planning
4125
Bernardo Wealth Planning
Pennsylvania
$138M +$10.4M +8% 1.88% 56.9% 165 14.55% 0.6