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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)
Truvvo Partners
4476
Truvvo Partners
New York
$128M +$19.3M +18% 19.7% 21.1% 47 23.4% 1.4
HC Financial Advisors
4477
HC Financial Advisors
California
$128M +$16.1M +14% 16.1% 31.2% 417 12.71% 0.5
MA
4478
Menlo Advisors
California
$128M +$22M +21% 22.1% 108% 40 35% 3.5
S.E.E.D. Planning Group
4479
S.E.E.D. Planning Group
New York
$128M +$24.9M +24% 15.9% 57.3% 58 20.69% 0.4
Bell & Brown Wealth Advisors
4480
Bell & Brown Wealth Advisors
California
$128M +$20.2M +19% 27.8% 125% 75 13.33% 1.9
Vishria Bird Financial Group
4481
Vishria Bird Financial Group
Tennessee
$128M +$32.4M +34% 19.8% 74.3% 46 23.91% 1.3
AA
4482
Alta Advisers
United Kingdom
$128M +$11.6M +10% 9.21% 114% 4 0% 2.8
Lincoln Capital Corp
4483
Lincoln Capital Corp
Rhode Island
$128M -$95.4M -43% 19.6% 82% 52 21.15% 1.7
MONECO Advisors
4484
MONECO Advisors
Connecticut
$128M +$30M +31% 19.5% 70.5% 146 21.92% 1
Pecaut & Co
4485
Pecaut & Co
Iowa
$128M +$17.5M +16% 19.1% 67.6% 69 20.29% 3.2
CTC (Chicago Trading Company)
4486
CTC (Chicago Trading Company)
Illinois
$128M +$4.07M +3% 27.6% 192% 70 14.29% 1.4
RP
4487
RBS Partners
Florida
$128M +$34.9M +38% 38.2% 210% 3 0% 5.9
Ranch Capital Advisors
4488
Ranch Capital Advisors
Florida
$128M +$26.4M +26% 16.4% 92.6% 1,074 20.02% 0.5
KCM
4489
Kempner Capital Management
Texas
$127M +$12.5M +11% 18% 60.9% 51 9.8% 4.3
Trellis Advisors
4490
Trellis Advisors
Washington
$127M +$23.5M +23% 20% 23.3% 66 21.21% 1.5
SST
4491
S Squared Technology
New York
$127M +$24.2M +24% 55.2% 223% 39 20.51% 2.4
Wambolt & Associates
4492
Wambolt & Associates
Colorado
$127M +$30.5M +31% 21.6% 62.2% 180 13.33% 1.1
Atwater Malick
4493
Atwater Malick
Pennsylvania
$127M +$22.9M +22% 17.5% 83.4% 43 16.28% 1.1
Midwest Professional Planners Ltd (MPPL)
4494
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$127M +$25.7M +25% 17% 130% 107 27.1% 1.4
Titus Wealth Management
4495
Titus Wealth Management
California
$127M +$21.1M +20% 18.2% 26.6% 115 17.39% 1.5
Clarity Wealth Advisors
4496
Clarity Wealth Advisors
California
$127M +$30.7M +32% 24.1% 94.1% 65 20% 0.4
Amica Retiree Medical Trust
4497
Amica Retiree Medical Trust
Rhode Island
$127M +$14.8M +13% 22.1% – 221 15.84% 3.2
Legg Mason
4498
Legg Mason
Maryland
$127M +$126M +13,105% 12.4% 1.6% 27 77.78% 1.9
IFG Advisors
4499
IFG Advisors
Missouri
$127M +$25.4M +25% 20.5% 78.7% 86 9.3% 0.6
Monte Financial Group
4500
Monte Financial Group
Connecticut
$126M +$23.2M +22% 14.2% 57.9% 72 27.78% 1.9