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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)
WA
4351
WP Advisors
California
$243M +$2.78M +1% 0.01% 113% 116 9.48% 2.2
Valley Forge Investment Consultants
4352
Valley Forge Investment Consultants
Pennsylvania
$243M +$16.6M +7% 4.88% 61.9% 89 14.61% 1
MSH Capital Advisors
4353
MSH Capital Advisors
Arizona
$242M +$19M +8% 3.13% 66.5% 205 16.1% 0.2
SGH
4354
Sivik Global Healthcare
Connecticut
$242M +$8.86M +4% 2.88% 83.8% 60 43.33% 1.2
Compton Financial Group
4355
Compton Financial Group
Maryland
$242M -$3.71M -2% 4.08% 37.7% 36 22.22% 0.9
IP
4356
Isomer Partners
New York
$242M -$63.3M -21% 8.3% 57.2% 20 45% 0.9
Windward Private Wealth Management
4357
Windward Private Wealth Management
Kansas
$242M -$17M -7% 4.49% 35.5% 49 12.24% 1.2
PWP
4358
Pursue Wealth Partners
California
$242M -$16.4M -6% 10.2% 108% 254 49.61% 0.1
Horiko Capital Management
4359
Horiko Capital Management
New York
$242M -$50.2M -17% 10.2% 275% 28 17.86% 2
SCM
4360
Stormborn Capital Management
Connecticut
$242M -$28.3M -10% 12.7% 256% 43 51.16% 0.5
DI
4361
Disciplined Investments
Oklahoma
$242M +$15.1M +7% 2.06% 51.4% 1,704 71.77% 0.5
OFCM
4362
One Fin Capital Management
California
$242M +$1.7M +0.7% 8.28% 92% 31 64.52% 0.5
Westbourne Investment Advisors
4363
Westbourne Investment Advisors
Maryland
$242M -$12.8M -5% 3.23% 107% 104 9.62% 2.5
Silverarc Capital Management
4364
Silverarc Capital Management
Massachusetts
$242M -$5.1M -2% 0.84% 2,765% 86 37.21% 0.7
BCS Wealth Management
4365
BCS Wealth Management
Tennessee
$241M -$37.2M -13% 2.79% 46.7% 213 18.78% 1.3
Pinpoint Asset Management
4366
Pinpoint Asset Management
Hong Kong
$241M +$132M +120% 9.44% 185% 38 50% 0.6
Copperwynd Financial
4367
Copperwynd Financial
Arizona
$241M -$22.1M -8% 2.52% 90% 131 19.85% 2.4
Financial Life Advisors
4368
Financial Life Advisors
Texas
$241M -$12.7M -5% 6.2% 47% 55 3.64% 2.5
Stonepine Capital Management
4369
Stonepine Capital Management
Oregon
$241M +$23.2M +11% 0.53% 231% 31 35.48% 0.9
ZCM
4370
Zenyatta Capital Management
Delaware
$241M -$25.4M -10% 4.89% – 58 65.52% 0.2
AH Equity Partners III (Parallel)
4371
AH Equity Partners III (Parallel)
California
$241M -$182M -43% 25.7% 33.1% 3 0% 0.6
Levy Wealth Management Group
4372
Levy Wealth Management Group
Pennsylvania
$241M +$20.5M +9% 4.49% 21.1% 81 11.11% 1
RIT Capital Partners
4373
RIT Capital Partners
United Kingdom
$241M -$41.6M -15% 15.1% 71.4% 13 30.77% 0.5
MBM Wealth Consultants
4374
MBM Wealth Consultants
Missouri
$241M -$219K -0.1% 4.13% 57.1% 326 12.27% 2.1
Veracity Capital
4375
Veracity Capital
Georgia
$241M -$8.49M -3% 0.95% 149% 263 22.81% 1.4