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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)
Aventura Private Wealth
5226
Aventura Private Wealth
Florida
$278M +$7.15M +3% 2.45% – 905 15.8% 0.8
AFP
5227
Advus Financial Partners
Florida
$278M +$8.81M +3% 1.85% 56.5% 68 8.82% 2.6
Goldstream Capital Management
5228
Goldstream Capital Management
Hong Kong
$278M -$164M -37% 8.72% 686% 63 31.75% 1.4
FSA
5229
Financial Services Advisory
Maryland
$278M +$18.8M +7% 2.67% 82.5% 77 31.17% 1.2
Acorn Creek Capital
5230
Acorn Creek Capital
Colorado
$278M +$13.3M +5% 3.27% 66.6% 87 19.54% 1.5
Index Venture Growth Associates IV
5231
Index Venture Growth Associates IV
Jersey
$278M -$27.5M -9% 5.95% – 2 0% 0.6
iSAM Funds (UK)
5232
iSAM Funds (UK)
United Kingdom
$278M -$209M -43% 1.9% 53.7% 749 80.37% 0.2
Master's Wealth Management
5233
Master's Wealth Management
Pennsylvania
$278M +$47.7M +21% 2% – 68 33.82% 0.6
Blue Water Asset Management
5234
Blue Water Asset Management
Michigan
$278M – – 0.74% – 104 – 0
Overlook Investments
5235
Overlook Investments
Cayman Islands
$278M – – 24.9% – 1 – 0
Glass Jacobson Investment Advisors
5236
Glass Jacobson Investment Advisors
Maryland
$278M +$1.45M +0.5% 1.86% 63.1% 621 12.08% 2.3
Montgomery Investment Management
5237
Montgomery Investment Management
Maryland
$278M -$6.26M -2% 0.22% 105% 98 3.06% 7.2
Prosperity Financial Group
5238
Prosperity Financial Group
California
$278M +$4.43M +2% 3.5% 121% 209 23.44% 1.5
HIS
5239
Horizon Investment Services
Indiana
$278M +$13M +5% 4.62% 250% 151 19.87% 3.1
Wealth Quarterback
5240
Wealth Quarterback
New Jersey
$278M +$19.2M +7% 3.74% 109% 164 13.41% 2.8
Clarus Group
5241
Clarus Group
Texas
$278M -$10M -3% 1.58% 67.5% 112 14.29% 2.8
Tranquility Partners
5242
Tranquility Partners
Tennessee
$278M -$18.6M -6% 1.81% 77.3% 245 10.61% 3.8
Weinberger Asset Management
5243
Weinberger Asset Management
California
$277M +$1.21M +0.4% 2.01% 89.6% 94 8.51% 2.9
Family Wealth Partners
5244
Family Wealth Partners
North Carolina
$277M +$10.6M +4% 2.79% 58.5% 100 27% 1
Excalibur Management
5245
Excalibur Management
Massachusetts
$277M +$1.78M +0.6% 3.12% 93% 169 6.51% 6.4
JPLA
5246
Joseph P. Lucia & Associates
New York
$277M +$12.2M +5% 1.71% 84% 176 14.2% 3.6
EC
5247
E20 Capital
$277M – – 78.4% – 20 – 0
Iams Wealth Management
5248
Iams Wealth Management
Nebraska
$277M +$27.8M +11% 1.82% 57.7% 211 24.17% 1.3
Stonebridge Financial Planning Group
5249
Stonebridge Financial Planning Group
Florida
$277M +$10.7M +4% 1.86% 72.4% 175 6.29% 3.4
Sonata Capital Group
5250
Sonata Capital Group
Washington
$277M +$6.07M +2% 1.32% 66.5% 126 7.94% 5.8