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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)
Blue Barn Wealth
5051
Blue Barn Wealth
Utah
$141M +$10M +8% 10.1% 46.4% 124 12.1% 1
KPS Global Asset Management (UK)
5052
KPS Global Asset Management (UK)
United Kingdom
$140M -$33.7M -19% 15.2% 373% 5 0% 2.4
Newton One Investments
5053
Newton One Investments
Delaware
$140M +$5.97M +4% 5.32% 42% 127 6.3% 1.4
CJM Wealth Advisers
5054
CJM Wealth Advisers
Virginia
$140M -$3.45M -2% 4.35% 71.5% 56 10.71% 0.7
Turiya Advisors Asia
5055
Turiya Advisors Asia
Hong Kong
$140M +$62.8M +81% 8.41% 247% 2 50% 0.8
Abbot Financial Management
5056
Abbot Financial Management
Massachusetts
$140M -$25M -15% 6.3% 102% 125 12.8% 4.1
New England Professional Planning Group
5057
New England Professional Planning Group
Rhode Island
$140M -$3.94M -3% 5.8% 59% 40 10% 4.2
WFA Asset Management
5058
WFA Asset Management
Wisconsin
$140M -$2.41M -2% 5.71% 60% 246 12.2% 0.6
Beacon Financial Advisory
5059
Beacon Financial Advisory
Ohio
$140M -$35.6M -20% 5.61% 76.8% 224 18.3% 2
JLP Asset Management
5060
JLP Asset Management
New York
$140M -$11M -7% 9.81% 16.1% 22 9.09% 2
Clarus Wealth Advisors
5061
Clarus Wealth Advisors
Arizona
$140M -$1.89M -1% 4.26% 89.7% 120 29.17% 1.9
DB Wealth Management Group
5062
DB Wealth Management Group
California
$140M -$6.6M -4% 4.57% 19% 296 3.72% 1.5
Fortis Advisors
5063
Fortis Advisors
Pennsylvania
$140M -$10.8M -7% 4.9% 72.8% 300 18% 2.4
Seldon Capital
5064
Seldon Capital
California
$140M -$32.9M -19% 1.22% 604% 290 6.21% 0.7
Greycroft
5065
Greycroft
New York
$140M -$30.4M -18% 15.9% 20% 6 50% 0.7
Scholtz & Company
5066
Scholtz & Company
Connecticut
$140M -$22.6M -14% 2.92% 89.2% 58 48.28% 2
Act Wealth Management
5067
Act Wealth Management
Texas
$140M -$13M -9% 5.64% 70% 43 18.6% 1.3
Pragma Gestao de Patrimonio
5068
Pragma Gestao de Patrimonio
Brazil
$140M +$5.81M +4% 1.01% 75.2% 18 27.78% 1.6
Leicht Financial Planning & Wealth Management
5069
Leicht Financial Planning & Wealth Management
New Jersey
$140M -$7.88M -5% 5.72% 46.3% 23 17.39% 1.5
HH
5070
HWG Holdings
Texas
$140M – – 3.94% – 156 – 1.4
Seneca Financial Advisors
5071
Seneca Financial Advisors
New York
$140M -$8.89M -6% 5.68% 47.3% 45 6.67% 1.4
Alta Wealth Advisors
5072
Alta Wealth Advisors
Massachusetts
$140M -$4.59M -3% 3.91% 120% 141 6.38% 1.4
WAM
5073
WT Asset Management
Hong Kong
$140M -$35.9M -20% 11.6% 2,788% 7 14.29% 1
Ritter Daniher Financial Advisory
5074
Ritter Daniher Financial Advisory
Ohio
$140M -$984K -0.7% 4.59% 56.7% 258 10.85% 1.3
Chou Associates Management
5075
Chou Associates Management
Ontario, Canada
$140M +$85K +0.1% 19.6% 66.4% 20 5% 5.1