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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)
Alpha Financial Advisors
4701
Alpha Financial Advisors
North Carolina
$326M -$645K -0.2% 1.15% 41.6% 67 7.46% 2
Core Wealth Management
4702
Core Wealth Management
Florida
$326M +$5.29M +2% 0.26% 44.5% 42 7.14% 1.9
ECH
4703
ER Collective Holdings
District of Columbia
$326M -$138M -30% 29.8% – 1 0% 0.3
DG Capital Management
4704
DG Capital Management
New York
$326M +$98.3M +43% 5.74% 76.7% 28 35.71% 0.8
Veery Capital
4705
Veery Capital
Delaware
$326M +$267K +0.1% 1.66% 63.4% 102 13.73% 3.2
Somerset Trust
4706
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 1.47% 80.5% 185 8.65% 5.5
Ceeto Capital Group
4707
Ceeto Capital Group
Florida
$326M -$16.8M -5% 2.9% 94.4% 190 15.79% 5
NorthStar Asset Management (Massachusetts)
4708
NorthStar Asset Management (Massachusetts)
Massachusetts
$326M -$61.4M -16% 4.81% 66.3% 90 6.67% 2.7
TFR Capital
4709
TFR Capital
Texas
$326M +$23.9M +8% 1.67% – 171 10.53% 1
Congress Park Capital
4710
Congress Park Capital
New York
$326M -$9.21M -3% 4.08% 99.9% 139 13.67% 3.7
Chesapeake Wealth Management
4711
Chesapeake Wealth Management
Virginia
$326M -$10M -3% 1.29% 65.9% 168 11.31% 5.7
Boyd Watterson Asset Management
4712
Boyd Watterson Asset Management
Ohio
$326M -$20.8M -6% 1.77% 116% 425 9.18% 4.8
SFMG
4713
Sage Financial Management Group
Virginia
$325M -$2.03M -0.6% 1.24% 51.6% 59 5.08% 1.7
Morling Financial Advisors
4714
Morling Financial Advisors
California
$325M +$7.11M +2% 2.1% 97.6% 114 14.91% 2.5
Knox Lane
4715
Knox Lane
California
$325M $0 0% 7.71% – 1 0% 0.3
DSC Meridian Capital
4716
DSC Meridian Capital
New York
$325M -$55M -14% 7.47% – 22 50% 0.4
Wellington Group
4717
Wellington Group
Indiana
$325M +$24.2M +8% 0.67% – 458 27.29% 0.2
Taylor Hoffman Capital Management
4718
Taylor Hoffman Capital Management
Virginia
$325M -$4.63M -1% 1.32% – 120 5.83% 1.4
25 LLC
4719
25 LLC
Missouri
$324M +$9.32M +3% 0.44% 48.7% 74 10.81% 2
One Advisory Partners
4720
One Advisory Partners
Kansas
$324M -$7.19M -2% 2.37% 58.3% 79 17.72% 2.1
Grey Rock Energy Management
4721
Grey Rock Energy Management
Texas
$324M +$64.7M +25% 24.9% – 1 0% 1.3
AC
4722
Athos Capital
Hong Kong
$324M +$63.4M +24% 1.7% 110% 50 38% 0.9
ITIM
4723
Indiana Trust & Investment Management
Indiana
$324M -$15.3M -4% 1.4% 114% 510 10.98% 3.5
Quantum Private Wealth
4724
Quantum Private Wealth
Florida
$324M -$18.7M -5% 1.5% 240% 180 14.44% 2.8
Cherrydale Wealth Management
4725
Cherrydale Wealth Management
New Jersey
$324M -$5.79M -2% 2.77% 80.8% 83 12.05% 2.4