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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)
Anfield Capital Management
4151
Anfield Capital Management
California
$221M -$52.5M -19% 10.4% 65.3% 108 26.85% 0.9
S.E.E.D. Planning Group
4152
S.E.E.D. Planning Group
New York
$221M -$13.7M -6% 10.6% 57.3% 96 18.75% 1.7
Enterprise Bank & Trust
4153
Enterprise Bank & Trust
Massachusetts
$221M -$33.8M -13% 13.4% 65.9% 98 16.33% 2.4
JSF Financial
4154
JSF Financial
California
$221M -$14.3M -6% 14.8% 91% 125 32% 1.8
Foundry Group
4155
Foundry Group
Colorado
$221M -$62.3M -22% 19.8% – 4 0% 0.5
Colony Family Offices
4156
Colony Family Offices
North Carolina
$221M +$12.2M +6% 13.8% 53.9% 76 64.47% 0.4
Redhawk Wealth Advisors
4157
Redhawk Wealth Advisors
Minnesota
$221M -$156M -41% 11.4% 116% 221 34.84% 1.6
Blue Zone Wealth Advisors
4158
Blue Zone Wealth Advisors
California
$221M -$47.6M -18% 14.3% 91.1% 106 23.58% 1.5
OneAscent Financial Services
4159
OneAscent Financial Services
Alabama
$221M +$80.6M +58% 10.9% 63.8% 254 54.72% 0.4
Waypoint Capital Advisors
4160
Waypoint Capital Advisors
Minnesota
$220M +$50.2M +30% 14.8% 50.3% 146 42.47% 0.4
Aries Wealth Management
4161
Aries Wealth Management
Maine
$220M -$10.8M -5% 10.6% 87.7% 233 93.13% 0.3
MFGP
4162
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M -$30.7M -12% 15.2% 65.5% 58 8.62% 2.9
Raffa Wealth Management
4163
Raffa Wealth Management
District of Columbia
$220M -$49.2M -18% 11.4% 35.8% 1,179 7.63% 2.1
Weik Capital Management
4164
Weik Capital Management
Pennsylvania
$219M -$34.1M -13% 11.8% 66.9% 111 9.91% 6
SSI
4165
Scott & Selber Inc
Texas
$219M -$40.1M -15% 13.2% 202% 102 10.78% 3.2
Stonebridge Capital Management
4166
Stonebridge Capital Management
California
$219M -$57.9M -21% 12.2% – 100 4% 6.4
Delta Investment Management
4167
Delta Investment Management
California
$219M -$118M -35% 12.9% 65.8% 157 22.29% 1.8
Sagefield Capital
4168
Sagefield Capital
Texas
$219M -$9.6M -4% 6.49% 115% 170 28.82% 0.4
SEP
4169
Southland Equity Partners
Missouri
$219M -$21.3M -9% 12.6% 66.1% 184 16.3% 1.2
Norman Fields Gottscho Capital Management
4170
Norman Fields Gottscho Capital Management
New York
$219M -$47.8M -18% 17% 96.9% 76 13.16% 4.4
CWS Financial Advisors
4171
CWS Financial Advisors
Michigan
$219M -$46.1M -17% 16.2% 55.7% 174 18.39% 1.8
Quantamental Technologies
4172
Quantamental Technologies
New York
$219M +$45.3M +26% 16.9% 24.2% 603 75.12% 0.2
Levy Wealth Management Group
4173
Levy Wealth Management Group
Pennsylvania
$219M -$22.3M -9% 11.4% 21.1% 81 20.99% 1.3
LL Funds
4174
LL Funds
Pennsylvania
$219M -$286M -57% 56.7% 96.9% 1 0% 0.5
CWM
4175
Cedar Wealth Management
California
$218M -$28.8M -12% 12.8% 68.1% 383 11.75% 2.1