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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)
Intergy Private Wealth
4651
Intergy Private Wealth
Colorado
$320M +$26.6M +9% 7.27% 73.8% 109 7.34% 2.2
Cloverfields Capital Group
4652
Cloverfields Capital Group
Minnesota
$319M -$17.1M -5% 7.31% 101% 99 4.04% 2.3
Retirement Financial Solutions
4653
Retirement Financial Solutions
Tennessee
$319M +$35.4M +12% 6.35% 52.5% 54 46.3% 1.1
Gunma Bank
4654
Gunma Bank
Japan
$319M +$13.1M +4% 2.04% 24.5% 35 25.71% 1.3
Acima Private Wealth
4655
Acima Private Wealth
Virginia
$319M +$25.9M +9% 5.72% 51.1% 190 11.05% 5.4
WCM
4656
Westerly Capital Management
California
$319M +$49.6M +18% 26.4% 116% 54 42.59% 1.4
Acorn Wealth Advisors
4657
Acorn Wealth Advisors
Michigan
$319M +$50.3M +19% 6.41% 58.8% 290 16.55% 3
Permit Capital
4658
Permit Capital
Pennsylvania
$319M +$10.3M +3% 17.6% 121% 20 0% 4.8
AIA
4659
AIMZ Investment Advisors
California
$319M +$20M +7% 8.67% 81.3% 131 3.05% 7.2
Left Brain Wealth Management
4660
Left Brain Wealth Management
Illinois
$319M +$34.8M +12% 15.2% 376% 110 23.64% 1.2
Cherrydale Wealth Management
4661
Cherrydale Wealth Management
New Jersey
$318M +$30.9M +11% 8.1% 80.8% 83 13.25% 1.9
Sustainable Insight Capital Management
4662
Sustainable Insight Capital Management
New York
$318M +$97.3M +44% 9.58% 150% 83 40.96% 1.6
KKM Financial
4663
KKM Financial
Illinois
$318M +$30.4M +11% 7.98% – 158 15.19% 1.4
IPA
4664
Investment Planning Advisors
Georgia
$318M +$35M +12% 6.18% – 91 16.48% 0.9
Solari Capital
4665
Solari Capital
Florida
$318M – – 53% – 1 – 0
Sphera Management Technology Funds
4666
Sphera Management Technology Funds
Israel
$318M +$119M +60% 14.1% – 85 43.53% 0.4
Taylor Hoffman Capital Management
4667
Taylor Hoffman Capital Management
Virginia
$317M +$24.8M +8% 10.2% – 122 5.74% 0.9
IAS
4668
Investment Advisory Services
Texas
$317M +$17.6M +6% 6.86% 74.9% 134 8.21% 3.7
Aquamarine Zurich
4669
Aquamarine Zurich
Switzerland
$317M +$7.53M +2% 7.08% 74.8% 14 0% 2.7
AXS Investments
4670
AXS Investments
New York
$317M +$73.6M +30% 7.58% 104% 226 49.56% 1.4
Vectors Research Management
4671
Vectors Research Management
New York
$317M +$25.6M +9% 6.53% 67.3% 134 13.43% 4.1
Pension & Wealth Management Advisors
4672
Pension & Wealth Management Advisors
Massachusetts
$317M +$18.9M +6% 5.87% 49.9% 582 21.82% 1.4
Aubrey Capital Management
4673
Aubrey Capital Management
United Kingdom
$317M +$41.7M +15% 15.6% 319% 64 46.88% 1.2
Stiles Financial Services
4674
Stiles Financial Services
Minnesota
$317M +$27.6M +10% 9.42% 144% 183 8.2% 2.7
Sterling Financial Planning
4675
Sterling Financial Planning
New Jersey
$317M +$17.8M +6% 6.86% 59.3% 118 3.39% 3.5