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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)
Steward Financial Group
4476
Steward Financial Group
Texas
$200M +$64.8M +48% 8.5% – 897 96.1% 0
Moss Adams Wealth Advisors
4477
Moss Adams Wealth Advisors
Washington
$200M – – 5.9% 79.6% 181 – 0
Eisler Capital (US)
4478
Eisler Capital (US)
New York
$200M – – 4.26% – 22 – 0
PI
4479
Pennant Investors
New Jersey
$200M +$24.9M +14% 0.79% 372% 19 26.32% 2.1
Gitterman Wealth Management
4480
Gitterman Wealth Management
New Jersey
$200M +$103M +106% 2.24% 33% 96 42.71% 1
OH
4481
Oikos Holdings
New York
$200M -$73.3M -27% 6.17% 5.54% 11 36.36% 1
AlphaMark Advisors
4482
AlphaMark Advisors
Kentucky
$199M -$2.56M -1% 7.2% 26.4% 785 31.21% 3.7
Townsend Asset Management
4483
Townsend Asset Management
North Carolina
$199M +$21.7M +12% 9.09% 88.5% 209 13.4% 2.3
US Financial Advisors
4484
US Financial Advisors
Massachusetts
$199M +$20.7M +12% 6.21% 12.6% 88 48.86% 2.1
Olympus Wealth Management
4485
Olympus Wealth Management
Utah
$199M -$32.6M -14% 10.4% 43.1% 16 12.5% 0.9
Everhart Financial Group
4486
Everhart Financial Group
Ohio
$199M +$18.4M +10% 7.64% 123% 231 34.63% 1
Oak Grove Capital
4487
Oak Grove Capital
New Hampshire
$199M -$97.2M -33% 2.86% 470% 63 26.98% 2.2
CM
4488
Crystalline Management
Canada
$199M – – 8.76% – 141 – 0
RDA Financial Network
4489
RDA Financial Network
Iowa
$199M +$15.7M +9% 8.16% 93.4% 229 20.09% 2.6
KAS
4490
Kemnay Advisory Services
New York
$199M -$113M -36% 1.58% 167% 35 37.14% 3.5
Delphi Financial Group
4491
Delphi Financial Group
Delaware
$199M +$31.5M +19% 5.78% 66.3% 33 24.24% 2.5
MGM
4492
Miura Global Management
New York
$199M +$31.9M +19% 14.7% 375% 21 28.57% 1.5
Richard W. Paul & Associates
4493
Richard W. Paul & Associates
Michigan
$199M – – 5.94% 65.2% 544 – 0
Avalon Capital Management
4494
Avalon Capital Management
California
$199M -$10.2M -5% 1.6% 151% 63 23.81% 1.7
NewGen Asset Management
4495
NewGen Asset Management
Ontario, Canada
$199M +$27.6M +16% 13.1% 402% 38 68.42% 0.6
EE
4496
EWG Elevate
California
$199M +$21.2M +12% 5.58% 76% 836 91.27% 0.2
Prentice Wealth Management
4497
Prentice Wealth Management
New York
$198M +$15.4M +8% 6.59% 47.8% 98 14.29% 0.8
AMI Investment Management
4498
AMI Investment Management
Indiana
$198M +$21.5M +12% 8.98% 52% 65 9.23% 5.5
Keeler Thomas Management
4499
Keeler Thomas Management
Utah
$198M +$1.53M +0.8% 7.94% 52.1% 79 17.72% 1.7
Red Lighthouse Investment Management
4500
Red Lighthouse Investment Management
New York
$198M – – 9.11% 71.1% 96 – 0