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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)
WA
4626
Wealth Advisors
California
$188M -$8.15M -4% 1.65% 40% 71 23.94% 1.9
Northwest Capital Management
4627
Northwest Capital Management
Oregon
$188M +$15.6M +9% 5.35% 57% 101 17.82% 2.5
KEB Asset Management
4628
KEB Asset Management
Illinois
$188M +$31.3M +20% 12.1% 68.9% 63 23.81% 0.7
MWM
4629
MTC Wealth Management
Florida
$188M +$11.3M +6% 6.76% 30.5% 12 0% 1.6
Rather & Kittrell
4630
Rather & Kittrell
Tennessee
$188M +$92.9M +98% 8.21% 41.1% 63 14.29% 0.8
Invus Financial Advisors
4631
Invus Financial Advisors
New York
$188M +$5.75M +3% 19.7% 29.5% 9 11.11% 1.8
PA
4632
PSI Advisors
Florida
$188M -$2.42M -1% 7.08% 58.2% 880 16.36% 1.2
Atlas Private Wealth Advisors
4633
Atlas Private Wealth Advisors
New Jersey
$188M +$21.2M +13% 8.01% 57.8% 137 16.79% 1.7
NewView Capital Partners I
4634
NewView Capital Partners I
California
$188M -$53M -22% 15.4% 20.8% 4 0% 0.8
Forefront Analytics
4635
Forefront Analytics
Pennsylvania
$188M -$119K -0.1% 6.93% 50.9% 81 25.93% 2.7
OPL
4636
Orland Properties Ltd
British Virgin Islands
$188M – – 3.11% 77.6% 15 – 0.3
Lapides Asset Management
4637
Lapides Asset Management
Connecticut
$188M +$12.1M +7% 9.34% 63% 58 20.69% 3.3
Jacobsen Capital Management
4638
Jacobsen Capital Management
Utah
$188M +$12.9M +7% 7.39% 97.3% 55 14.55% 2.5
Unique Wealth
4639
Unique Wealth
Florida
$187M – – 6.91% 68.5% 61 – 0
Hilltop Partners
4640
Hilltop Partners
Indiana
$187M – – 8.51% 64.9% 56 – 0
Blue Zone Wealth Advisors
4641
Blue Zone Wealth Advisors
California
$187M -$5.78M -3% 4.72% 91.1% 88 9.09% 1.9
Operose Advisors
4642
Operose Advisors
Wisconsin
$187M +$35M +23% 10.4% 68.8% 392 20.92% 0.8
Cornerstone Advisors Asset Management
4643
Cornerstone Advisors Asset Management
Pennsylvania
$187M +$56.7M +43% 7.6% 41.2% 82 30.49% 0.7
SCM
4644
Snowhook Capital Management
New York
$187M -$59.9M -24% 2.08% – 18 50% 0.6
Autumn Glory Partners
4645
Autumn Glory Partners
Texas
$187M +$38.7M +26% 12.7% 76% 171 17.54% 0.7
Rede Wealth
4646
Rede Wealth
Virginia
$187M +$18.8M +11% 11% 84.4% 98 19.39% 1.5
Symetra Investment Management
4647
Symetra Investment Management
Connecticut
$187M +$42.5M +29% 6.53% 37.3% 3 0% 1.3
Ameliora Wealth Management
4648
Ameliora Wealth Management
Switzerland
$187M +$2.35M +1% 6.25% 73.9% 246 15.45% 0.3
Oak Family Advisors
4649
Oak Family Advisors
Illinois
$187M -$185K -0.1% 10.3% 81.9% 129 19.38% 1.3
Triumph Capital Management
4650
Triumph Capital Management
Colorado
$187M +$3.12M +2% 2.94% 55.5% 250 41.6% 0.7