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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)
Susquehanna International Group (Ireland)
4226
Susquehanna International Group (Ireland)
Ireland
$223M -$85.6M -28% 8.7% 5.26% 69 55.07% 0.5
Alliance Wealth Advisors (Utah)
4227
Alliance Wealth Advisors (Utah)
Utah
$223M – – 7.81% 70.7% 216 – 0
Oak Asset Management
4228
Oak Asset Management
California
$223M +$16.5M +8% 11.6% 91.8% 101 5.94% 0.5
Collective Family Office
4229
Collective Family Office
Pennsylvania
$222M +$21.6M +11% 9.47% 52.5% 194 26.8% 1.3
SSI
4230
Scott & Selber Inc
Texas
$222M +$14.9M +7% 10.3% 202% 100 8% 3.5
Engle Capital Management
4231
Engle Capital Management
Connecticut
$222M -$119M -35% 8.26% 398% 31 64.52% 0.6
Fountainhead AM
4232
Fountainhead AM
New Jersey
$222M +$23.9M +12% 7.64% 65.6% 90 32.22% 1.3
AFS
4233
Aft Forsyth & Sober
Florida
$222M +$16.5M +8% 10.7% 94.6% 85 3.53% 2.4
Quantum Financial Advisors
4234
Quantum Financial Advisors
California
$222M -$3.3M -1% 9% 61.1% 96 20.83% 0.4
BetterWealth
4235
BetterWealth
California
$222M +$27.7M +14% 7.72% 63.3% 41 17.07% 0.7
LJHT
4236
Laurie J. Hall Trustee
$222M +$19.2M +9% 11.9% 105% 327 6.12% 5.7
Physicians Financial Services
4237
Physicians Financial Services
North Carolina
$222M +$15.2M +7% 10.3% 100% 111 3.6% 5.4
BBJS Financial Advisors
4238
BBJS Financial Advisors
Washington
$222M – – 4.12% – 139 – 0
Balboa Wealth Partners
4239
Balboa Wealth Partners
Arizona
$222M -$5.56M -2% 2.79% 214% 295 16.61% 0.2
GJCM
4240
Grand Jean Capital Management
California
$222M -$3.93M -2% 6.56% 61.4% 44 11.36% 4.5
Phase 2 Partners
4241
Phase 2 Partners
California
$221M +$10.9M +5% 6.9% 25.1% 30 50% 0.4
IAM
4242
Innovis Asset Management
Illinois
$221M – – 9.26% – 150 – 0
Insight Folios
4243
Insight Folios
North Carolina
$221M +$24.9M +13% 12.7% 32.9% 106 2.83% 1.8
Newman & Schimel
4244
Newman & Schimel
Illinois
$221M +$18.9M +9% 6.15% – 54 24.07% 1.4
MSH Capital Advisors
4245
MSH Capital Advisors
Arizona
$221M +$18.3M +9% 9.42% 66.5% 201 9.45% 0.9
HIM
4246
Hotaling Investment Management
Pennsylvania
$221M +$12.7M +6% 9.01% 52.6% 129 20.16% 2.4
Auxano Advisors
4247
Auxano Advisors
Washington
$221M +$3.63M +2% 3.87% 85.4% 103 11.65% 1.4
Connacht Asset Management
4248
Connacht Asset Management
New York
$221M +$80M +57% 32.2% 63.8% 157 52.87% 0.6
Stelac Advisory Services
4249
Stelac Advisory Services
New York
$221M +$1.15M +0.5% 8.13% 84.9% 169 18.34% 3
WFA
4250
Wade Financial Advisory
California
$221M +$21.1M +11% 9.51% 15.9% 78 10.26% 2.3