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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)
CCP
4601
Caden Capital Partners
California
$301M -$23.1M -7% 1.5% 19.1% 12 8.33% 1.5
FP
4602
FFG Partners
Florida
$301M +$57.8M +24% 28.8% 277% 37 40.54% 0.8
Bond & Devick Financial Network
4603
Bond & Devick Financial Network
Minnesota
$301M +$25M +9% 5.79% 46.9% 178 11.8% 2.8
CJM Wealth Advisers
4604
CJM Wealth Advisers
Virginia
$300M +$17.3M +6% 9.49% 76.8% 73 13.7% 2.5
Holowesko Partners
4605
Holowesko Partners
Bahamas
$300M +$32.9M +12% 1.08% 51.1% 30 6.67% 3.5
Elevatus Welath Management
4606
Elevatus Welath Management
New York
$300M +$124M +70% 24.1% 270% 135 39.26% 1
Chesapeake Wealth Management
4607
Chesapeake Wealth Management
Virginia
$300M +$19.5M +7% 8.77% 65.9% 161 5.59% 5.4
IAS
4608
Investment Advisory Services
Texas
$300M +$23.3M +8% 7.49% 74.9% 132 13.64% 3.4
PL Capital Advisors
4609
PL Capital Advisors
Florida
$300M +$1.94M +0.7% 4.09% 100% 28 14.29% 4.5
Accel Wealth Management
4610
Accel Wealth Management
Iowa
$300M +$22.9M +8% 8.7% 82.4% 280 12.5% 2.5
Visualize Group
4611
Visualize Group
New York
$300M -$4.06M -1% 5.31% – 14 21.43% 0.5
Socorro Asset Management
4612
Socorro Asset Management
Texas
$300M +$9.8M +3% 5.83% 43.8% 35 11.43% 2.8
One Advisory Partners
4613
One Advisory Partners
Kansas
$299M +$65.4M +28% 10.4% 58.3% 63 26.98% 1.8
Sterling Financial Planning
4614
Sterling Financial Planning
New Jersey
$299M +$23.6M +9% 6.63% 59.3% 117 7.69% 3.3
SHFA
4615
SS&H Financial Advisors
Michigan
$299M +$31.3M +12% 11.7% – 128 8.59% 2.7
Arch Venture Management
4616
Arch Venture Management
Illinois
$299M +$92.9M +45% 5.62% 228% 11 18.18% 1.5
Investment Management Associates
4617
Investment Management Associates
Colorado
$299M +$54.4M +22% 7.6% 51.6% 30 26.67% 2.2
Pinnacle Financial Group
4618
Pinnacle Financial Group
Illinois
$299M +$23.5M +9% 6.63% 54.3% 105 13.33% 2
AIA
4619
AIMZ Investment Advisors
California
$299M +$12.3M +4% 6.96% 81.3% 131 5.34% 6.9
Nicollet Investment Management
4620
Nicollet Investment Management
Minnesota
$299M +$14.1M +5% 12.1% 104% 73 4.11% 4.7
Quaker Wealth Management
4621
Quaker Wealth Management
New Jersey
$299M +$15.6M +6% 7.89% – 1,784 99.5% 0
Snow Phipps Group
4622
Snow Phipps Group
New York
$299M +$4.18M +1% 1.69% 58% 2 0% 5.3
Pension & Wealth Management Advisors
4623
Pension & Wealth Management Advisors
Massachusetts
$298M +$29.5M +11% 6.6% 49.9% 537 18.06% 1.3
Mudita Advisors
4624
Mudita Advisors
United Kingdom
$298M +$100M +51% 10.4% 143% 21 28.57% 1.5
MS
4625
Madden Securities
Texas
$298M +$40.4M +16% 14.3% 108% 127 24.41% 2.4