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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)
Syverson Strege & Co
4226
Syverson Strege & Co
Iowa
$234M +$13.6M +6% 4.85% 74% 685 56.2% 0.8
MCM
4227
Mason Capital Management
New York
$234M -$375M -62% 5.04% 18.5% 18 61.11% 0.7
Oliver Lagore Vanvalin Investment Group
4228
Oliver Lagore Vanvalin Investment Group
Michigan
$234M +$57M +32% 4.33% – 754 17.77% 0.8
MSH Capital Advisors
4229
MSH Capital Advisors
Arizona
$234M +$12.8M +6% 5.1% 77.4% 206 9.22% 1.1
Wiser Wealth Management
4230
Wiser Wealth Management
Georgia
$234M +$17.7M +8% 4.97% 53% 39 23.08% 1.6
VST
4231
Van Strum & Towne
California
$234M +$1.73M +0.7% 4.13% 72.3% 100 8% 4.8
Family Legacy Inc
4232
Family Legacy Inc
South Carolina
$234M +$5.06M +2% 2.87% 89% 111 1.8% 4.2
Catalyst Financial Partners
4233
Catalyst Financial Partners
Massachusetts
$234M +$39M +20% 7.02% 110% 191 20.94% 0.2
Princeton Capital Management
4234
Princeton Capital Management
New Jersey
$234M +$8.56M +4% 16.2% 206% 99 9.09% 4.7
Cornell Pochily Investment Advisors
4235
Cornell Pochily Investment Advisors
New York
$233M +$9.6M +4% 5.68% 97% 171 3.51% 3.8
Medicxi Ventures Management
4236
Medicxi Ventures Management
Jersey
$233M -$4.72M -2% 3.54% 369% 6 0% 2.1
Stolper & Co
4237
Stolper & Co
Oklahoma
$233M +$5.16M +2% 1.95% 77.1% 87 4.6% 2.4
My Legacy Advisors
4238
My Legacy Advisors
Oregon
$233M -$1.22M -0.5% 4.28% 49.1% 215 10.23% 0.8
Bernardo Wealth Planning
4239
Bernardo Wealth Planning
Pennsylvania
$233M +$19.1M +9% 6.98% 56.9% 94 6.38% 2.6
SGH
4240
Sivik Global Healthcare
Connecticut
$233M +$20M +9% 0.17% 83.8% 45 24.44% 2
Financial Life Advisors
4241
Financial Life Advisors
Texas
$233M +$15.8M +7% 4.79% 47% 78 21.79% 2.2
Riverview Capital Advisers
4242
Riverview Capital Advisers
Massachusetts
$232M +$46.2M +25% 8.26% 84.8% 81 11.11% 1
Baker Hughes Holdings
4243
Baker Hughes Holdings
Texas
$232M +$136M +140% 200% 38.6% 1 0% 2.3
Ayalon Insurance Company
4244
Ayalon Insurance Company
Israel
$232M +$20M +9% 9.8% 99.6% 112 13.39% 3.4
Garden State Investment Advisory Services
4245
Garden State Investment Advisory Services
New Jersey
$232M +$63.3M +37% 9.89% 94% 250 31.2% 0.2
Oak Asset Management
4246
Oak Asset Management
California
$232M +$9.28M +4% 6.87% 91.8% 98 2.04% 0.7
Phase 2 Partners
4247
Phase 2 Partners
California
$232M +$10.4M +5% 1.87% 25.1% 34 67.65% 0.3
Long Path Partners
4248
Long Path Partners
Connecticut
$232M +$1.72M +0.7% 15.4% 9.18% 16 25% 0.5
Symetra Investment Management
4249
Symetra Investment Management
Connecticut
$232M +$44.6M +24% 6.75% 37.3% 3 0% 1.5
Teramo Advisors
4250
Teramo Advisors
Florida
$232M +$52M +29% 14.2% 72.1% 19 31.58% 0.8