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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)
Raffa Wealth Management
4126
Raffa Wealth Management
District of Columbia
$269M -$36.6M -12% 5.82% 35.8% 1,166 5.83% 1.9
D.B. Root & Company
4127
D.B. Root & Company
Pennsylvania
$269M -$8.7M -3% 3.46% 57.3% 196 12.24% 2.8
Roanoke Asset Management
4128
Roanoke Asset Management
New Jersey
$269M -$33.3M -11% 5.71% 50.3% 123 14.63% 4.8
Eagle Capital Management (Louisiana)
4129
Eagle Capital Management (Louisiana)
Louisiana
$268M -$113M -30% 3.09% 103% 49 14.29% 3.5
Davidson Capital Management
4130
Davidson Capital Management
Texas
$268M +$85.6M +47% 2.85% 79.4% 102 30.39% 1.3
Old Mission Investment Co
4131
Old Mission Investment Co
Michigan
$268M -$7.23M -3% 3.59% 82% 115 6.96% 1.8
Blue Zone Wealth Advisors
4132
Blue Zone Wealth Advisors
California
$268M -$34.4M -11% 6.15% 91.1% 113 23.89% 1.3
Quadrant Private Wealth Management
4133
Quadrant Private Wealth Management
Pennsylvania
$268M -$1.02M -0.4% 2.39% 87.9% 224 16.96% 2.2
Corriente Advisors
4134
Corriente Advisors
Texas
$268M +$256M +2,190% 88.3% – 6 83.33% 0.1
MSD Capital
4135
MSD Capital
New York
$268M -$10.1M -4% 11.5% 11.5% 5 20% 3.9
Hillman Company
4136
Hillman Company
Pennsylvania
$268M -$3.06M -1% 5.38% 118% 15 33.33% 1.1
Engrave Wealth Partners
4137
Engrave Wealth Partners
Texas
$268M -$78.8M -23% 4.21% 39.9% 76 35.53% 1.5
WealthBridge Capital Management
4138
WealthBridge Capital Management
Ohio
$267M -$472K -0.2% 3.85% 89.4% 195 18.97% 1.9
Pathway Financial Advisors
4139
Pathway Financial Advisors
Vermont
$267M -$13.1M -5% 3.06% 52.7% 146 10.96% 2.6
VST
4140
Van Strum & Towne
California
$267M -$8.77M -3% 2.69% 62.2% 105 4.76% 4.1
TPB Wealth Advisors
4141
TPB Wealth Advisors
Texas
$267M +$62M +30% 4.69% – 52 23.08% 0.9
Financial Sense Advisors
4142
Financial Sense Advisors
California
$267M -$24.1M -8% 3.93% 152% 160 87.5% 0.8
Thomas J. Herzfeld Advisors
4143
Thomas J. Herzfeld Advisors
Florida
$267M -$8.51M -3% 1.17% 17.7% 377 17.77% 2.4
CA
4144
Crumly & Associates
Illinois
$267M +$13.3M +5% 1.1% 58.1% 112 11.61% 1.2
New Legacy Group
4145
New Legacy Group
New York
$267M -$251M -48% 45.7% – 32 9.38% 0.3
Fermata Advisors
4146
Fermata Advisors
California
$267M -$6.46M -2% 4.15% 58.3% 203 18.23% 0.7
Teza Capital Management
4147
Teza Capital Management
Illinois
$267M -$107M -29% 1.82% 133% 578 58.48% 0.3
Norman Fields Gottscho Capital Management
4148
Norman Fields Gottscho Capital Management
New York
$267M -$3.15M -1% 1.53% 96.9% 78 15.38% 4.2
KPCB XIV Associates
4149
KPCB XIV Associates
California
$266M +$105M +65% 4.89% – 4 25% 0.7
Whitener Capital Management
4150
Whitener Capital Management
North Carolina
$266M -$13.5M -5% 3.71% 113% 150 6.67% 3.1