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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)
Adamsbrown Wealth Consultants
5226
Adamsbrown Wealth Consultants
Kansas
$131M +$4.39M +3% 4.98% 60.6% 91 23.08% 0.6
PBF
5227
Petix & Botte Financial
California
$131M -$4.4M -3% 4.55% 47.5% 71 8.45% 2.3
Genesee Capital Advisors
5228
Genesee Capital Advisors
New York
$131M -$11.7M -8% 4.03% 107% 97 16.49% 0.8
Parisi Gray Wealth Management
5229
Parisi Gray Wealth Management
New Jersey
$131M -$60.1M -31% 5.25% 137% 104 24.04% 3.9
Accretive Wealth Partners
5230
Accretive Wealth Partners
New Jersey
$131M -$6.44M -5% 3.47% 57.3% 108 4.63% 1.5
SL
5231
SIB LLC
New York
$131M -$1.78M -1% 2.24% 29.2% 19 5.26% 7.1
CIA
5232
Citadel Investment Advisory
Ohio
$131M -$16.4M -11% 8.17% 66.1% 81 6.17% 1.6
Tyler-Stone Wealth Management
5233
Tyler-Stone Wealth Management
Ohio
$131M -$18.9M -13% 5.28% – 924 7.58% 0.7
Agate Pass Investment Management
5234
Agate Pass Investment Management
Washington
$131M -$11M -8% 5.01% 76% 94 7.45% 0.7
McElhenny Sheffield Capital Management
5235
McElhenny Sheffield Capital Management
Texas
$131M -$83.6M -39% 3.04% 86.3% 110 32.73% 0.8
ShoreHaven Wealth Partners
5236
ShoreHaven Wealth Partners
New Jersey
$131M -$8.32M -6% 6.67% 72.4% 83 32.53% 0.8
Jefferies Financial Group
5237
Jefferies Financial Group
New York
$131M -$18.7M -12% 11.6% 135% 6 0% 2.3
Profit Investment Management
5238
Profit Investment Management
Maryland
$131M -$5.5M -4% 1.59% 101% 79 3.8% 5.8
Cornerstone Advisors Asset Management
5239
Cornerstone Advisors Asset Management
Pennsylvania
$131M -$9.9M -7% 5.88% 41.2% 72 20.83% 0.7
Sturgeon Ventures
5240
Sturgeon Ventures
United Kingdom
$130M -$18.5M -12% 0.86% 85.9% 42 40.48% 1.9
Vance Wealth
5241
Vance Wealth
California
$130M +$793K +0.6% 6.22% 66.4% 68 13.24% 0.6
SRAM
5242
Spouting Rock Asset Management
Pennsylvania
$130M -$23.9M -16% 0.49% 74.7% 161 29.19% 0.6
Foresite Capital Management V
5243
Foresite Capital Management V
California
$130M -$13.1M -9% 3.56% 401% 14 0% 1.2
University of Massachusetts Foundation
5244
University of Massachusetts Foundation
Massachusetts
$130M +$13.3M +11% 7.13% 53.6% 5 20% 2.4
Hel Ved Capital Management
5245
Hel Ved Capital Management
Hong Kong
$130M -$33.1M -20% 10.4% 1,351% 18 55.56% 0.6
Zoom Communications
5246
Zoom Communications
California
$130M +$8.63M +7% 7.88% 10.7% 3 0% 0.6
LBC
5247
Lawrence B. Cohen
$130M -$10.6M -8% 4.38% 41.8% 68 14.71% 5.1
Byrne Asset Management
5248
Byrne Asset Management
New Jersey
$130M -$5.72M -4% 4.32% 126% 567 17.64% 0.6
Ulrich Consultants & Investment Group
5249
Ulrich Consultants & Investment Group
New Mexico
$130M -$52.9M -29% 3.19% – 71 28.17% 0.3
RWG
5250
Regal Wealth Group
California
$130M -$8.98M -6% 4.37% 17% 49 12.24% 5.5