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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)
BNC Wealth Management
4826
BNC Wealth Management
Oregon
$234M +$22.2M +10% 15% 204% 107 15.89% 2.1
NewGen Asset Management
4827
NewGen Asset Management
Ontario, Canada
$234M +$38.8M +20% 11.2% 402% 42 64.29% 0.3
Elmwood Wealth Management
4828
Elmwood Wealth Management
California
$234M +$91.1M +64% 2.77% 42.1% 124 17.74% 3.2
Vishria Bird Financial Group
4829
Vishria Bird Financial Group
Tennessee
$234M +$22.1M +10% 5.53% 74.3% 64 7.81% 2.9
Bell & Brown Wealth Advisors
4830
Bell & Brown Wealth Advisors
California
$234M +$18.2M +8% 13.3% 125% 74 8.11% 4.8
ACP
4831
Altitude Crest Partners
Connecticut
$234M +$84.1M +56% 28.9% – 34 76.47% 0.1
Jessup Wealth Management
4832
Jessup Wealth Management
Ohio
$234M +$33.4M +17% 15% 181% 68 36.76% 0.7
Strategic Vision Investment
4833
Strategic Vision Investment
Hong Kong
$233M +$124M +113% 52.3% 95.6% 26 76.92% 0.2
Spectrum Asset Management (California)
4834
Spectrum Asset Management (California)
California
$233M +$7.39M +3% 6.5% 68.3% 108 22.22% 3.2
HRC
4835
Hoertkorn Richard Charles
$233M +$11.1M +5% 7.38% 182% 83 1.2% 7.1
Precedent Wealth Partners
4836
Precedent Wealth Partners
Texas
$233M +$36M +18% 7.07% 61.1% 144 16.67% 0.2
Global Financial Private Client
4837
Global Financial Private Client
Florida
$233M +$18.9M +9% 8.4% 100% 723 7.88% 3
BKM Wealth Management
4838
BKM Wealth Management
Wisconsin
$233M -$2.03M -0.9% 6.53% 69.6% 593 67.12% 0.2
Brand Asset Management Group
4839
Brand Asset Management Group
Missouri
$233M +$13.8M +6% 7.3% 70.2% 82 12.2% 4.6
Brooklyn Investment Group
4840
Brooklyn Investment Group
New York
$232M +$22.7M +11% 14.1% – 239 12.55% 0.2
Juncture Wealth Strategies
4841
Juncture Wealth Strategies
Arizona
$232M +$12.1M +6% 6.7% 76.5% 129 34.11% 3
INCA Investments
4842
INCA Investments
Florida
$232M +$6.62M +3% 8.56% 120% 12 16.67% 3.8
EFM
4843
Eley Financial Management
Vermont
$232M +$18.8M +9% 9.78% 74.9% 74 16.22% 1.1
Bear Mountain Capital
4844
Bear Mountain Capital
Washington
$232M -$5.94M -2% 4.33% 43% 243 11.11% 0.2
Sculati Wealth Management
4845
Sculati Wealth Management
Michigan
$232M +$17.2M +8% 9.05% 80.3% 107 8.41% 3.1
Raleigh Capital Management
4846
Raleigh Capital Management
North Carolina
$232M +$16.4M +8% 7.6% 79.9% 1,209 31.35% 1.1
Numerai
4847
Numerai
California
$232M -$50.9M -18% 3.88% 52.7% 346 60.69% 0.3
Bouvel Investment Partners
4848
Bouvel Investment Partners
Pennsylvania
$232M +$17.4M +8% 11.3% 199% 79 7.59% 2.3
Intrepid Financial Planning Group
4849
Intrepid Financial Planning Group
Indiana
$231M +$22.4M +11% 9.06% 92.5% 134 12.69% 1.4
Radcliff Management
4850
Radcliff Management
New York
$231M +$38.7M +20% 32.8% 47.6% 2 0% 2.3