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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)
Wealth Effects
4426
Wealth Effects
Massachusetts
$271M +$5.11M +2% 15.5% 235% 240 15% 1.6
Nicollet Investment Management
4427
Nicollet Investment Management
Minnesota
$271M +$25.8M +11% 10.2% 104% 70 10% 4.1
Legacy Capital Group California
4428
Legacy Capital Group California
California
$271M +$12.3M +5% 8.01% 129% 328 25.61% 0.7
Auour Investments
4429
Auour Investments
Massachusetts
$271M +$17.2M +7% 4.57% 39.2% 81 11.11% 0.7
MP
4430
Mediatel Partners
Texas
$271M -$2.74M -1% 0.94% 11.6% 3 0% 7.8
Alpha DNA Investment Management
4431
Alpha DNA Investment Management
Maryland
$271M +$14.3M +6% 15% 134% 263 57.41% 0.5
AMG
4432
Ace Management Global
Brazil
$271M – – 19.8% – 5 – 0
University of Illinois Foundation
4433
University of Illinois Foundation
Illinois
$270M +$45M +20% 6.04% – 4 25% 0.2
Washington University
4434
Washington University
Missouri
$270M +$67.8M +33% 33.5% 44% 5 20% 1.5
Hollow Brook Wealth Management
4435
Hollow Brook Wealth Management
New York
$270M +$19.7M +8% 10.9% 97.8% 90 16.67% 3.5
Weaver Consulting Group
4436
Weaver Consulting Group
California
$270M +$24.2M +10% 7.02% 56.4% 205 7.8% 3
Modus Advisors
4437
Modus Advisors
Minnesota
$270M +$23.7M +10% 8.87% 89.5% 107 12.15% 2.7
First United Bank & Trust
4438
First United Bank & Trust
Maryland
$270M +$19.7M +8% 8.96% 78% 454 12.11% 2.2
Quantum Private Wealth
4439
Quantum Private Wealth
Florida
$270M +$31.1M +13% 21.5% 240% 186 7.53% 1.8
West Wealth Group
4440
West Wealth Group
California
$270M +$16.3M +6% 7.57% 79.8% 101 39.6% 1.2
Front Row Advisors
4441
Front Row Advisors
California
$270M +$52.1M +24% 17.2% 142% 941 50.16% 2.4
PYA Waltman Capital
4442
PYA Waltman Capital
Tennessee
$270M +$29.3M +12% 10.3% 62.4% 68 5.88% 2.5
WealthBridge Investment Counsel
4443
WealthBridge Investment Counsel
Alberta, Canada
$270M +$19.5M +8% 9.87% 106% 44 4.55% 3.6
KPS Global Asset Management (UK)
4444
KPS Global Asset Management (UK)
United Kingdom
$269M +$78.5M +41% 45.4% 373% 4 0% 3.9
ACM
4445
Aljian Capital Management
Nevada
$269M +$21.9M +9% 15.7% 162% 40 15% 4.3
Seascape Capital Management
4446
Seascape Capital Management
New Hampshire
$269M +$32.1M +14% 11% 111% 105 4.76% 2.4
Prevail Innovative Wealth Advisors
4447
Prevail Innovative Wealth Advisors
Kansas
$269M +$59.4M +28% 5.22% 31.3% 195 49.74% 0.3
Cumberland Advisors
4448
Cumberland Advisors
Florida
$269M +$35.9M +15% 8.36% 80.7% 59 15.25% 3.8
Chase Investment Counsel
4449
Chase Investment Counsel
Virginia
$269M +$42.3M +19% 24.3% 350% 143 25.17% 1.3
Verde Servicos Internacionais
4450
Verde Servicos Internacionais
Brazil
$269M +$18.4M +7% 13.6% 130% 41 60.98% 0.5