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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)
Walker Financial Services
5076
Walker Financial Services
Kentucky
$323M +$31M +11% 4.99% 20.8% 48 16.67% 2.1
Invesco LLC (Illinois)
5077
Invesco LLC (Illinois)
Illinois
$323M +$37.7M +13% 19.8% 122% 138 7.97% 2.4
Naman Capital
5078
Naman Capital
Brazil
$323M -$36.7M -10% 15.7% 89.9% 14 28.57% 2.7
Granger Management
5079
Granger Management
New York
$323M -$35.4M -10% 13.1% 69.9% 15 60% 1.9
Forefront Wealth Partners
5080
Forefront Wealth Partners
Texas
$323M +$83.8M +35% 21.2% – 190 21.58% 0.8
Sharper & Granite
5081
Sharper & Granite
California
$323M +$30M +10% 11% 47.1% 109 1.83% 2.9
Royal Harbor Partners
5082
Royal Harbor Partners
Texas
$323M +$27.4M +9% 8.09% 54.6% 61 24.59% 2.1
SCM
5083
Sophron Capital Management
New Jersey
$323M -$16.7M -5% 9.68% – 49 28.57% 0.9
Prosperity Financial Group
5084
Prosperity Financial Group
California
$323M +$51.9M +19% 20.7% 121% 203 17.73% 1.8
Quantum Financial Planning Services
5085
Quantum Financial Planning Services
Washington
$323M +$44.2M +16% 9.78% – 62 20.97% 0.9
Northstar Advisory Group
5086
Northstar Advisory Group
New Jersey
$322M +$53.9M +20% 14.4% 141% 137 29.2% 1.9
Curio Wealth
5087
Curio Wealth
Maryland
$322M +$29.7M +10% 8.9% – 1,256 93.79% 1.5
SST
5088
S Squared Technology
New York
$322M +$58.1M +22% 56.9% 223% 37 16.22% 3.2
Squadron Capital Management
5089
Squadron Capital Management
Illinois
$322M +$49.3M +18% 34.4% – 60 66.67% 0.2
Westshore Wealth
5090
Westshore Wealth
California
$322M +$37.1M +13% 14.8% 58.8% 114 16.67% 3.1
Jackson Grant Investment Advisers
5091
Jackson Grant Investment Advisers
Connecticut
$322M +$22.5M +8% 11.3% 54.3% 435 11.72% 4.9
EnCap Investments
5092
EnCap Investments
Texas
$322M -$583M -64% 16% – 4 25% 0.3
Ketron Financial
5093
Ketron Financial
California
$322M +$42.6M +15% 18.1% – 66 19.7% 0.4
Mathes Company
5094
Mathes Company
New York
$322M +$48.1M +18% 18.5% 121% 131 5.34% 6.8
AJ Advisors
5095
AJ Advisors
Tennessee
$322M +$52.3M +19% 15% 64.6% 38 15.79% 2.4
MKT Advisors
5096
MKT Advisors
California
$322M +$23.5M +8% 9.2% 55.5% 168 14.29% 3.1
Sonoma Allocations
5097
Sonoma Allocations
California
$322M +$32.1M +11% 13.5% – 161 36.65% 0.6
Realta Investment Advisors
5098
Realta Investment Advisors
Delaware
$322M +$33.5M +12% 19.3% 151% 421 23.04% 2.7
LJHT
5099
Laurie J. Hall Trustee
$322M +$38.2M +13% 24% 105% 107 6.54% 9.2
Hapanowicz & Associates Financial Services
5100
Hapanowicz & Associates Financial Services
Pennsylvania
$321M +$70.1M +28% 11.3% 65% 37 16.22% 3.6