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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)
GECH
5151
Garnet Equity Capital Holdings
New York
$269M -$154M -36% 21.2% 302% 33 30.3% 1.2
Tandem Financial
5152
Tandem Financial
Colorado
$269M +$162M +151% 9.96% – 90 44.44% 0.4
Stone Point Capital
5153
Stone Point Capital
Connecticut
$269M -$514M -66% 8.58% 15.7% 3 33.33% 7.6
Sachetta
5154
Sachetta
Massachusetts
$269M +$15.7M +6% 7.41% – 1,140 9.74% 1.5
IMZ Advisory
5155
IMZ Advisory
Florida
$269M +$18.7M +7% 7.12% 73.1% 41 2.44% 1.5
MKT Advisors
5156
MKT Advisors
California
$269M +$16M +6% 5.62% 55.5% 175 7.43% 2.5
Jessup Wealth Management
5157
Jessup Wealth Management
Ohio
$269M +$19.3M +8% 14% 181% 83 12.05% 1.3
TPG Financial Advisors
5158
TPG Financial Advisors
Oregon
$268M +$18.6M +7% 5.45% – 69 8.7% 3.5
BOC
5159
Barbara Oil Co
Illinois
$268M +$14.1M +6% 7.14% 76.9% 76 3.95% 8.7
SK Wealth Management
5160
SK Wealth Management
Rhode Island
$268M +$37.5M +16% 6.3% – 86 11.63% 0.8
Weik Capital Management
5161
Weik Capital Management
Pennsylvania
$268M +$15.3M +6% 7.64% 66.9% 95 6.32% 8.3
eCIO Inc
5162
eCIO Inc
Wisconsin
$268M +$30.7M +13% 2.15% – 80 23.75% 0.4
Warner Financial
5163
Warner Financial
Maryland
$268M +$25.4M +10% 6.43% 62.1% 125 8.8% 2.6
BHK Investment Advisors
5164
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 5.65% 54.6% 67 5.97% 4.8
Fosun International
5165
Fosun International
China
$267M -$92.2M -26% 0.59% 41.3% 56 21.43% 2.5
Ruggaard & Associates
5166
Ruggaard & Associates
Ohio
$267M +$18.5M +7% 5.53% 47.6% 121 4.96% 2
First Dallas Securities
5167
First Dallas Securities
Texas
$267M +$13.9M +6% 9.83% 163% 127 14.17% 3
Family Wealth Partners
5168
Family Wealth Partners
North Carolina
$267M +$16.9M +7% 3.55% 58.5% 82 25.61% 1
TIM
5169
Timelo Investment Management
Ontario, Canada
$267M +$193M +259% 21.8% 104% 50 76% 0.2
WorthPointe
5170
WorthPointe
California
$267M +$29.1M +12% 7.06% 59.7% 111 19.82% 1.6
Trinity Wealth Management
5171
Trinity Wealth Management
Pennsylvania
$267M +$14.8M +6% 5.05% 56.7% 69 11.59% 2.6
AmeriFlex Group
5172
AmeriFlex Group
Nevada
$267M +$76.4M +40% 9.77% – 1,435 50.1% 0.5
Stonebridge Financial Planning Group
5173
Stonebridge Financial Planning Group
Florida
$266M +$26.8M +11% 6.64% 67.2% 176 9.09% 3.2
EMG Holdings
5174
EMG Holdings
Connecticut
$266M +$130M +95% 10.1% 4.17% 34 58.82% 1
Able Wealth Management
5175
Able Wealth Management
New Jersey
$266M +$67.7M +34% 5.47% 58.1% 119 21.85% 1.1