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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)
Stewardship Advisors
4176
Stewardship Advisors
Pennsylvania
$303M +$10.3M +4% 0.23% 46.1% 67 10.45% 1.8
Georgetown University
4177
Georgetown University
District of Columbia
$303M -$10.1M -3% 5.08% 79.9% 19 5.26% 2.8
Mokosak Advisory Group
4178
Mokosak Advisory Group
Iowa
$303M -$441K -0.1% 0.41% 59.2% 31 6.45% 3.8
Empire Financial Management Company
4179
Empire Financial Management Company
New York
$302M -$261K -0.1% 1.77% 78.3% 218 14.68% 1
Keystone Financial Planning
4180
Keystone Financial Planning
Ohio
$302M -$6.17M -2% 2.65% 46% 54 18.52% 5.4
ClearAlpha Technologies
4181
ClearAlpha Technologies
Connecticut
$302M +$64.7M +27% 1.39% – 341 68.33% 0.2
Chan Zuckerberg Initiative
4182
Chan Zuckerberg Initiative
California
$302M -$33M -10% 0.99% 59% 2 0% 0.8
Fairhaven Wealth Management
4183
Fairhaven Wealth Management
Illinois
$302M +$10.5M +4% 2.28% – 128 10.16% 3
CCP
4184
Camelot Capital Partners
California
$302M +$88.1M +41% 43% – 3 0% 1.7
WA
4185
WealthTrust Axiom
Pennsylvania
$302M -$8.78M -3% 0.52% 125% 267 5.99% 5.9
ACM
4186
Aljian Capital Management
Nevada
$301M +$32.3M +12% 14.7% 146% 36 2.78% 4.4
Syntrinsic
4187
Syntrinsic
Colorado
$301M +$2.9M +1% 0.35% – 87 12.64% 0.7
Jentner Corp
4188
Jentner Corp
Ohio
$301M +$16.4M +6% 0.91% 38.9% 54 7.41% 3.7
SM
4189
Scoggin Management
New York
$301M +$8.69M +3% 8.32% 889% 92 67.39% 0.6
IAA
4190
Ironsides Asset Advisors
North Carolina
$301M +$8.61M +3% 3.49% 49.3% 99 41.41% 3.1
GraniteShares Advisors
4191
GraniteShares Advisors
New York
$300M +$111M +59% 21.1% 86.2% 103 23.3% 1
Beam Wealth Advisors
4192
Beam Wealth Advisors
Louisiana
$300M +$134M +80% 3.1% 59.7% 160 64.38% 1.5
Vista Investment Partners
4193
Vista Investment Partners
Oklahoma
$300M +$6.02M +2% 1.66% 112% 174 24.71% 0.4
Kendall Capital Management
4194
Kendall Capital Management
Maryland
$300M +$9.25M +3% 1.97% 130% 222 11.26% 3.1
Morgan Dempsey Capital Management
4195
Morgan Dempsey Capital Management
Wisconsin
$300M -$12.8M -4% 2.11% 52.1% 123 21.95% 3.4
Atlantic Edge Private Wealth Management
4196
Atlantic Edge Private Wealth Management
Florida
$299M +$8.57M +3% 1.14% 84.4% 518 12.36% 0.5
Zimmermann Investment Management & Planning
4197
Zimmermann Investment Management & Planning
Pennsylvania
$299M +$21.7M +8% 4.98% 31.6% 145 17.24% 1.2
MSH Capital Advisors
4198
MSH Capital Advisors
Arizona
$299M +$14.6M +5% 0.86% 66.5% 234 13.68% 1.8
Midwest Professional Planners Ltd (MPPL)
4199
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299M +$14.2M +5% 4.4% 130% 154 9.09% 3.1
O'Keefe Stevens Advisory
4200
O'Keefe Stevens Advisory
New York
$299M -$5.44M -2% 7.44% 208% 72 12.5% 2.9