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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)
Brady Family Wealth
4226
Brady Family Wealth
Missouri
$326M -$7.19M -2% 1.31% 74.7% 119 4.2% 1.9
General Pension Society PZU Joint Stock
4227
General Pension Society PZU Joint Stock
Poland
$326M -$18.8M -5% 1.29% 116% 18 0% 8.4
Hollow Brook Wealth Management
4228
Hollow Brook Wealth Management
New York
$326M -$11.7M -3% 0.11% 97.8% 94 11.7% 3.8
L1 Capital International
4229
L1 Capital International
Australia
$325M +$12.9M +4% 1.36% – 19 5.26% 0.9
ADW Capital Management
4230
ADW Capital Management
Florida
$325M +$8.09M +3% 30.2% 78.2% 6 16.67% 4.8
Pantera Capital Partners
4231
Pantera Capital Partners
California
$325M – – 42.2% – 2 – 0
US Financial Advisors
4232
US Financial Advisors
Massachusetts
$325M +$4.05M +1% 1.07% 12.6% 92 7.61% 3.1
PFW Advisors
4233
PFW Advisors
Georgia
$325M – – 1.48% – 125 – 4.3
Weaver Consulting Group
4234
Weaver Consulting Group
California
$325M +$10.4M +3% 0.71% 56.4% 235 11.49% 3.2
Bridge Creek Capital Management
4235
Bridge Creek Capital Management
Massachusetts
$325M -$6.7M -2% 0.11% 76.5% 112 9.82% 6.1
Ballast Advisors
4236
Ballast Advisors
Minnesota
$325M +$941K +0.3% 0.96% 66.7% 167 5.99% 4
Covenant Partners
4237
Covenant Partners
Tennessee
$324M -$19.1M -6% 0.23% 70.3% 184 20.11% 3.5
ORG Wealth Partners
4238
ORG Wealth Partners
Texas
$324M +$23.2M +8% 10.3% – 563 24.51% 0.2
Whitcomb & Hess
4239
Whitcomb & Hess
Ohio
$324M -$12.4M -4% 3.61% 54% 60 13.33% 2.2
Ayalon Insurance Company
4240
Ayalon Insurance Company
Israel
$324M +$2.72M +0.8% 1.05% 99.6% 63 1.59% 4.9
Steamboat Capital Partners
4241
Steamboat Capital Partners
New York
$324M +$6.53M +2% 6.36% 280% 61 27.87% 1.6
Montis Financial
4242
Montis Financial
Massachusetts
$324M +$42.3M +15% 1.48% 53.8% 139 25.9% 1.5
O'Keefe Stevens Advisory
4243
O'Keefe Stevens Advisory
New York
$323M -$7.19M -2% 2.09% 208% 75 6.67% 3.1
American Assets Inc
4244
American Assets Inc
California
$323M +$18.6M +6% 7.34% 49.9% 25 52% 3.1
Atlantic Edge Private Wealth Management
4245
Atlantic Edge Private Wealth Management
Florida
$323M -$5.39M -2% 1.25% 84.4% 518 10.42% 0.9
Summit Wealth & Retirement Planning
4246
Summit Wealth & Retirement Planning
California
$323M +$9.8M +3% 0.13% 67.6% 76 11.84% 2.6
Princeton Capital Management
4247
Princeton Capital Management
New Jersey
$323M +$5.56M +2% 6.78% 206% 129 13.95% 3.9
Permanent Capital Management
4248
Permanent Capital Management
Illinois
$323M – – 1.29% – 74 – 0.5
Redwood Grove Capital
4249
Redwood Grove Capital
California
$323M -$45.3M -12% 8.26% 79.8% 24 12.5% 2.4
AWA
4250
Aquire Wealth Advisors
Utah
$323M +$4.37M +1% 1.17% 60.2% 51 11.76% 2.2