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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)
SL
5076
SIB LLC
New York
$169M -$7.07M -4% 3.07% 29.2% 18 0% 8.1
Ameliora Wealth Management
5077
Ameliora Wealth Management
Switzerland
$169M +$6.78M +4% 1.48% 73.9% 221 15.84% 0.8
Armor Investment Advisors
5078
Armor Investment Advisors
North Carolina
$169M +$3.57M +2% 3.31% 62% 169 14.2% 4
Chartist Inc
5079
Chartist Inc
California
$169M -$20.4M -11% 3.38% – 28 14.29% 5.4
WFA Asset Management
5080
WFA Asset Management
Wisconsin
$169M -$139K -0.1% 4.28% 60% 272 19.49% 1.3
Glovista Investments
5081
Glovista Investments
New Jersey
$169M -$20.5M -11% 3.18% 2.48% 42 28.57% 2.6
Worth Venture Partners
5082
Worth Venture Partners
New Jersey
$169M -$15.1M -8% 1.9% 105% 197 32.99% 0.8
Mitchell & Pahl Private Wealth
5083
Mitchell & Pahl Private Wealth
Oklahoma
$168M +$2.79M +2% 1.96% 82.3% 154 4.55% 2.4
Convergence Financial
5084
Convergence Financial
Missouri
$168M +$5.74M +4% 3.58% 70.6% 32 12.5% 1.1
Towerpoint Wealth
5085
Towerpoint Wealth
California
$168M -$9.04M -5% 3.57% 67.7% 84 10.71% 3.5
Amtrust Financial Services
5086
Amtrust Financial Services
New York
$168M -$10.4M -6% 3.39% 61.9% 15 6.67% 2.4
FNY Investment Advisers
5087
FNY Investment Advisers
New York
$168M +$89.3M +113% 2.27% 386% 848 54.83% 0.6
HC Advisors
5088
HC Advisors
Georgia
$168M -$4.14M -2% 2.87% 63.5% 88 11.36% 2.4
Cherrydale Wealth Management
5089
Cherrydale Wealth Management
New Jersey
$168M +$24.9M +17% 3.68% 80.8% 50 22% 1.1
Pinnacle Financial Group
5090
Pinnacle Financial Group
Illinois
$168M -$8.05M -5% 3.83% 59.1% 62 8.06% 1.6
Ruggaard & Associates
5091
Ruggaard & Associates
Ohio
$168M -$2.88M -2% 2.51% 47.6% 115 12.17% 0.5
Newton One Investments
5092
Newton One Investments
Delaware
$168M -$6.43M -4% 3.76% 42% 132 9.85% 2.3
Accretive Wealth Partners
5093
Accretive Wealth Partners
New Jersey
$168M -$882K -0.5% 2.71% 57.3% 123 9.76% 2
Lazari Capital Management
5094
Lazari Capital Management
California
$168M -$10.2M -6% 2.91% 145% 132 9.85% 0.2
Collaborative Wealth Management
5095
Collaborative Wealth Management
Florida
$168M -$491K -0.3% 3.85% 41.6% 177 12.43% 2.1
Your Advocates Ltd
5096
Your Advocates Ltd
Texas
$168M -$27.5M -14% 2.59% 50% 360 38.61% 1.6
IMS Capital Management
5097
IMS Capital Management
Oregon
$168M -$12.6M -7% 4.62% 119% 130 6.15% 4.9
Half Sky Capital (UK)
5098
Half Sky Capital (UK)
United Kingdom
$167M -$23.1M -12% 0.07% 13% 10 10% 1.2
Ironwood Wealth Management (West Virginia)
5099
Ironwood Wealth Management (West Virginia)
West Virginia
$167M -$4.28M -2% 2.16% 38.1% 23 4.35% 2.1
Moseley Investment Management
5100
Moseley Investment Management
Florida
$167M -$4.11M -2% 2.63% 96.6% 152 11.18% 3.1