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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)
Adirondack Trust Company
4851
Adirondack Trust Company
New York
$262M +$2.27M +0.9% 0.77% 96.7% 502 6.37% 6.2
Ovata Capital Management
4852
Ovata Capital Management
Hong Kong
$262M +$25.7M +11% 14.2% 69.1% 44 50% 0.6
Daventry Group
4853
Daventry Group
New York
$262M +$10.4M +4% 3.13% 26.2% 10 10% 1.7
Cornerstone Planning
4854
Cornerstone Planning
North Carolina
$262M – – 1.45% – 112 – 0
Hoxton Planning & Management
4855
Hoxton Planning & Management
West Virginia
$262M +$3.42M +1% 0.39% 77.8% 215 10.23% 1.2
Colton Groome Financial Advisors
4856
Colton Groome Financial Advisors
North Carolina
$262M -$5.71M -2% 0.6% 65.8% 135 18.52% 2.3
AGUR Provident & Training Funds Management
4857
AGUR Provident & Training Funds Management
Israel
$261M -$67.1M -20% 2.84% – 24 16.67% 2.3
Veery Capital
4858
Veery Capital
Delaware
$261M -$5.25M -2% 0.59% 63.4% 99 13.13% 2.6
PWMG
4859
Private Wealth Management Group
New Jersey
$261M +$8.01M +3% 0.24% 63.2% 1,597 11.77% 0.9
Seven Post Investment Office
4860
Seven Post Investment Office
California
$261M -$400M -61% 4.8% 44.4% 55 40% 4.2
Keystone Financial Services (Colorado)
4861
Keystone Financial Services (Colorado)
Colorado
$261M +$3.31M +1% 0.36% 66% 108 15.74% 1.8
ISFAN
4862
Investor's Fiduciary Advisor Network
Washington
$261M – – 0.08% – 199 – 0
Crescent Park Management
4863
Crescent Park Management
California
$261M +$9.9M +4% 18.9% 87% 38 21.05% 1.6
Santori & Peters Inc
4864
Santori & Peters Inc
Pennsylvania
$261M +$9.01M +4% 2.68% 103% 68 7.35% 3.5
Tidemark
4865
Tidemark
California
$261M +$17.3M +7% 0.03% – 697 20.8% 0.8
Juniper Capital Advisors
4866
Juniper Capital Advisors
Texas
$261M -$39.5M -13% 13.1% – 1 0% 1
Silverlake Wealth Management
4867
Silverlake Wealth Management
Vermont
$261M -$3.05M -1% 0.17% 73.3% 291 12.03% 2
Rede Wealth
4868
Rede Wealth
Virginia
$261M -$486K -0.2% 0.56% 84.4% 106 5.66% 2.7
Shaker Financial Services
4869
Shaker Financial Services
Virginia
$261M -$4.31M -2% 3.13% 12.9% 185 20% 1.9
Affinity Partners
4870
Affinity Partners
Florida
$261M – – 0.82% – 1 – 0
Brown Miller Wealth Management
4871
Brown Miller Wealth Management
Virginia
$261M +$3.47M +1% 2.18% 121% 134 15.67% 2.9
Aurdan Capital Management
4872
Aurdan Capital Management
Pennsylvania
$261M – – 2.07% – 80 – 0
HP
4873
Hound Partners
New York
$260M -$139M -35% 2.44% 19.7% 23 43.48% 1.1
Highview Capital Management
4874
Highview Capital Management
Illinois
$260M +$14.4M +6% 4.28% 123% 130 22.31% 1.7
44 Wealth Management
4875
44 Wealth Management
Oregon
$260M -$24M -8% 2.14% – 202 9.41% 2.4