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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)
Wealth Quarterback
5201
Wealth Quarterback
New Jersey
$151M -$13.9M -8% 1.47% 109% 907 13.45% 0.4
SSCM
5202
Summit Street Capital Management
New York
$150M -$5.66M -4% 3.86% 217% 32 0% 3.2
WJ Wealth Management
5203
WJ Wealth Management
Arizona
$150M +$118M +366% 0.18% 90.6% 57 31.58% 0.9
IDG-Accel China Capital GP II Associates
5204
IDG-Accel China Capital GP II Associates
Hong Kong
$150M -$28.5M -16% 15.8% – 2 0% 0.8
Cherry Creek Investment Advisors
5205
Cherry Creek Investment Advisors
Colorado
$150M -$1.99M -1% 0.13% 151% 121 15.7% 0.2
Mosaic Advisors
5206
Mosaic Advisors
Texas
$150M -$3.18M -2% 0.85% 50.9% 46 28.26% 0.6
Activest Wealth Management
5207
Activest Wealth Management
Florida
$150M +$17.1M +13% 0.94% 117% 417 27.58% 0.4
HBC Financial Services
5208
HBC Financial Services
Washington
$150M +$2.06M +1% 0.67% 12.6% 203 11.82% 1.2
SVB Investment Services
5209
SVB Investment Services
Utah
$150M +$24K +0% 1.02% – 38 5.26% 1.6
BRC
5210
BHF RG Capital
Arizona
$150M +$3.05M +2% 0.65% – 33 30.3% 1.3
OCP
5211
OCO Capital Partners
New York
$150M +$6.14M +4% 8.35% 679% 3 0% 1.3
Financial Avengers
5212
Financial Avengers
California
$150M +$1.94M +1% 0.22% 108% 161 3.73% 0.7
Quantamental Technologies
5213
Quantamental Technologies
New York
$150M +$36.5M +32% 3.11% 24.2% 425 78.59% 0.1
Trinity Financial Advisors
5214
Trinity Financial Advisors
Ohio
$149M +$6.69M +5% 1.38% 74.5% 55 9.09% 0.6
Vanguard Capital Wealth Advisors
5215
Vanguard Capital Wealth Advisors
Colorado
$149M +$17.4M +13% 0.81% 234% 183 32.79% 1.6
LAI
5216
Legal Advantage Investments
California
$149M +$3.06M +2% 0.93% 116% 82 10.98% 0.7
Meridian Financial Partners
5217
Meridian Financial Partners
Virginia
$149M +$2.6M +2% 0.73% 80.8% 82 9.76% 1.6
First National Bank of South Miami
5218
First National Bank of South Miami
Florida
$149M +$2.36M +2% 0.73% 35.2% 344 4.65% 1.9
Banco de Sabadell
5219
Banco de Sabadell
Florida
$149M -$1.41M -0.9% 1.54% 75.1% 129 32.56% 2.8
CSA
5220
Cottage Street Advisors
Massachusetts
$149M -$19.7M -12% 0.57% 95.8% 106 20.75% 3.2
EGVF
5221
ESA Global Value Fund
Cayman Islands
$149M +$260K +0.2% 0.59% – 5 0% 0.8
Michael & Susan Dell Foundation
5222
Michael & Susan Dell Foundation
New York
$149M -$34.1M -19% 9.53% 238% 3 0% 1
Cox Capital Management
5223
Cox Capital Management
Massachusetts
$148M -$715K -0.5% 2.54% 106% 81 7.41% 2.5
Camarda Financial Advisors
5224
Camarda Financial Advisors
Florida
$148M -$13.4M -8% 2.21% 196% 120 67.5% 1
Motive Wealth Advisors
5225
Motive Wealth Advisors
Michigan
$148M +$8.3M +6% 0.46% 73.4% 78 7.69% 0.2