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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)
O'Brien Greene & Co
4551
O'Brien Greene & Co
Pennsylvania
$306M +$7.64M +3% 5.73% 81.4% 148 16.22% 4.1
EC
4552
Euclidean Capital
New York
$306M +$39.6M +15% 12.1% 79.7% 11 0% 3.4
Cornell Pochily Investment Advisors
4553
Cornell Pochily Investment Advisors
New York
$306M +$21.3M +7% 7.1% 97% 182 11.54% 4.7
TTP Investments
4554
TTP Investments
California
$306M +$68.4M +29% 19.1% 197% 55 41.82% 1.6
Mindset Wealth Management
4555
Mindset Wealth Management
Indiana
$305M +$48.6M +19% 26.5% – 164 16.46% 0.6
BE
4556
Bonness Enterprises
District of Columbia
$305M -$1.12M -0.4% 1.16% 98.6% 38 2.63% 11.2
Kaydan Wealth Management
4557
Kaydan Wealth Management
Michigan
$305M -$6.35M -2% 6.88% 58% 118 14.41% 2.5
Fiduciary Family Office
4558
Fiduciary Family Office
Florida
$305M +$4.8M +2% 6.26% – 207 19.32% 0.3
Oxford Asset Management
4559
Oxford Asset Management
United Kingdom
$305M +$86.6M +40% 11.6% – 831 82.79% 0.1
Impact Capital Partners
4560
Impact Capital Partners
Colorado
$305M +$29.1M +11% 11.7% – 275 11.27% 0.4
Congress Park Capital
4561
Congress Park Capital
New York
$305M +$41M +16% 11.1% 99.9% 128 24.22% 3.8
Accretive Wealth Partners
4562
Accretive Wealth Partners
New Jersey
$305M +$21.9M +8% 6.69% 57.3% 156 13.46% 2.7
Comprehensive Financial Consultants Institutional
4563
Comprehensive Financial Consultants Institutional
Indiana
$305M +$23.5M +8% 8.82% 78% 186 8.06% 2.3
Fortitude Family Office
4564
Fortitude Family Office
Arizona
$305M +$23.9M +8% 8.42% 81.1% 2,166 53.69% 0.6
Stolper & Co
4565
Stolper & Co
Oklahoma
$304M -$493K -0.2% 2.11% 77.1% 91 6.59% 4
Avanda Investment Management
4566
Avanda Investment Management
Singapore
$304M +$21.9M +8% 6.79% – 33 48.48% 0.9
Henry James International Management
4567
Henry James International Management
New York
$304M +$12M +4% 10.8% 125% 99 4.04% 5.5
Red Wave Investments
4568
Red Wave Investments
Pennsylvania
$304M +$25.3M +9% 8.32% 58% 112 15.18% 3.2
Plan Group Financial
4569
Plan Group Financial
Oklahoma
$304M +$24M +9% 6.25% 63.4% 176 25.57% 1.1
Elite Wealth Management
4570
Elite Wealth Management
Washington
$304M -$464M -60% 27.3% 142% 36 22.22% 4.4
ValueWorks
4571
ValueWorks
New York
$304M +$38.6M +15% 11.3% 190% 36 13.89% 5.4
May Hill Capital
4572
May Hill Capital
Massachusetts
$304M +$38.6M +15% 11.3% – 233 33.05% 0.3
MWM
4573
MGB Wealth Management
Texas
$304M +$27.1M +10% 15.5% – 324 15.74% 1.2
Warren Street Wealth Advisors
4574
Warren Street Wealth Advisors
California
$303M +$45.9M +18% 9.81% 75.7% 141 22.7% 1.7
Old West Investment Management
4575
Old West Investment Management
California
$303M +$26.1M +9% 22% 242% 72 31.94% 2.4