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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)
Claris Advisors
5301
Claris Advisors
Missouri
$181M +$24.1M +15% 11.3% 65.7% 55 16.36% 1.3
Myriad Asset Management US
5302
Myriad Asset Management US
Florida
$181M +$176M +3,563% 17.5% – 8 87.5% 0.1
Geneva Partners
5303
Geneva Partners
Wisconsin
$181M +$29.8M +20% 15.1% 417% 81 35.8% 1.7
Altus Wealth Group
5304
Altus Wealth Group
Colorado
$180M +$22.9M +15% 11% 76.7% 143 11.19% 1.9
IGYL
5305
I.G.Y. Ltd
United Kingdom
$180M +$18.4M +11% 14.2% 80.5% 3 0% 3.8
Searcy Financial Services
5306
Searcy Financial Services
Kansas
$180M +$14.7M +9% 8.81% 60.2% 21 0% 2.5
Worldly Partners Management
5307
Worldly Partners Management
Massachusetts
$180M +$23.5M +15% 17.2% 19.2% 4 25% 1
MQS Management
5308
MQS Management
New York
$180M +$15.9M +10% 8.84% 4.55% 706 80.17% 0.1
LFP
5309
Lakeshore Financial Planning
Michigan
$180M +$4.59M +3% 10.6% 65.4% 68 17.65% 0.2
Moseley Investment Management
5310
Moseley Investment Management
Florida
$180M +$12.5M +7% 12% 96.6% 157 15.29% 3.1
Lifestyle Asset Management
5311
Lifestyle Asset Management
Texas
$180M +$15M +9% 8.33% 88.3% 107 28.04% 0.6
Burkett Financial Services
5312
Burkett Financial Services
South Carolina
$180M – – 9.96% 63.6% 198 – 0
MBA Advisors
5313
MBA Advisors
Pennsylvania
$179M +$16.4M +10% 8.99% 66.1% 126 11.9% 2
Corepath Wealth Partners
5314
Corepath Wealth Partners
Arizona
$179M +$13.5M +8% 9.55% 62.1% 42 7.14% 2.6
Christopher J. Hasenberg
5315
Christopher J. Hasenberg
Wisconsin
$179M – – 11.2% – 21 – 0
Gallacher Capital Management
5316
Gallacher Capital Management
Colorado
$179M +$19.2M +12% 9.35% 82.8% 305 38.36% 0.6
New York Life Insurance Company
5317
New York Life Insurance Company
New York
$179M -$718M -80% 11.2% 71% 8 62.5% 4.5
Wealth Management Partners
5318
Wealth Management Partners
Arizona
$179M +$19M +12% 12.4% 194% 124 11.29% 2
Alta Wealth Advisors
5319
Alta Wealth Advisors
Massachusetts
$179M +$16M +10% 15% 120% 140 18.57% 2.1
Verger Capital Management
5320
Verger Capital Management
North Carolina
$179M +$66M +58% 7.85% 58.3% 13 0% 6.8
PCG Wealth Advisors
5321
PCG Wealth Advisors
Kansas
$179M +$26.6M +17% 8.58% 87% 115 19.13% 1.3
Greenstone Partners & Co
5322
Greenstone Partners & Co
California
$179M +$27.9M +18% 13.1% 527% 9 0% 2.4
Aspen Investment Management
5323
Aspen Investment Management
Michigan
$179M +$13.9M +8% 11% 92.6% 155 21.94% 6
LDR Capital Management
5324
LDR Capital Management
New York
$179M +$14.2M +9% 9.71% 28.4% 45 11.11% 1.5
Kennedy Investment Group
5325
Kennedy Investment Group
New Jersey
$179M +$12.7M +8% 9.84% 95.4% 129 14.73% 0.9