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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)
Armstrong Fleming & Moore
5276
Armstrong Fleming & Moore
District of Columbia
$302M +$66.3M +28% 12.7% 135% 120 14.17% 1.1
Jackson Creek Investment Advisors
5277
Jackson Creek Investment Advisors
Colorado
$302M -$37.7M -11% 31% 239% 423 56.97% 0.7
OMC Financial Services
5278
OMC Financial Services
New York
$302M +$43.8M +17% 32.2% – 65 7.69% 2.1
MHP
5279
Manatuck Hill Partners
Connecticut
$302M -$68.6M -19% 33.7% 556% 163 49.69% 1
E Fund Management (HK)
5280
E Fund Management (HK)
Hong Kong
$302M +$81.7M +37% 37.3% 163% 566 16.25% 0.9
BCU Wealth Advisors
5281
BCU Wealth Advisors
Illinois
$301M +$32.8M +12% 11.2% 57.7% 65 10.77% 1.7
ACT Advisors
5282
ACT Advisors
North Carolina
$301M +$65.6M +28% 14.2% 75.4% 98 34.69% 1.6
Traveka Wealth
5283
Traveka Wealth
California
$301M +$38.8M +15% 15.2% 78.1% 213 19.25% 1.4
VU
5284
Valence8 US
Massachusetts
$300M +$14.4M +5% 15% 69.9% 15 6.67% 2.1
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5285
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300M +$58.4M +24% 40.7% 215% 210 14.29% 1.8
RASP Wealth Solutions
5286
RASP Wealth Solutions
Indiana
$300M – – 26.1% – 97 – 0
Caerus Investment Advisors
5287
Caerus Investment Advisors
Texas
$300M +$60M +25% 23.1% 85% 391 41.43% 0.6
Bull Oak Capital
5288
Bull Oak Capital
California
$300M +$40M +15% 12.6% 62.1% 42 14.29% 1.3
Rainwater Charitable Foundation
5289
Rainwater Charitable Foundation
Texas
$300M +$106M +55% 11.9% 44% 4 0% 4.3
Breach Inlet Capital Management
5290
Breach Inlet Capital Management
South Carolina
$300M -$4.58M -2% 24.8% – 12 16.67% 1.5
Sculati Wealth Management
5291
Sculati Wealth Management
Michigan
$300M +$28.9M +11% 9.99% 80.3% 126 10.32% 3.9
Nutshell Asset Management
5292
Nutshell Asset Management
United Kingdom
$300M +$116M +63% 12% – 50 40% 0.6
Financial Symmetry
5293
Financial Symmetry
North Carolina
$300M +$18.2M +6% 11% 68.4% 69 10.14% 1.6
Martin Investment Management
5294
Martin Investment Management
Florida
$300M -$43.3M -13% 1.77% 44% 49 10.2% 5.4
Eagle Bluffs Wealth Management
5295
Eagle Bluffs Wealth Management
Missouri
$299M +$42.6M +17% 22.6% 95.5% 86 6.98% 3
Avanda Investment Management
5296
Avanda Investment Management
Singapore
$299M +$236M +374% 56.7% – 45 60% 0.5
Acorn Creek Capital
5297
Acorn Creek Capital
Colorado
$299M +$19.1M +7% 11.4% – 92 14.13% 1.7
Kondo Wealth Advisors
5298
Kondo Wealth Advisors
California
$299M +$33.6M +13% 10.3% – 79 17.72% 1.2
Woodward Financial Advisors
5299
Woodward Financial Advisors
North Carolina
$299M +$39.6M +15% 9.83% 55% 67 11.94% 3.1
Maltin Wealth Management
5300
Maltin Wealth Management
New Jersey
$299M +$37.4M +14% 9.38% 58.2% 153 15.69% 3.3