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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)
Beta Wealth Group
5326
Beta Wealth Group
California
$139M -$4.95M -3% 0.82% 45.4% 67 14.93% 0.8
SAMT
5327
Select Asset Management & Trust
Pennsylvania
$139M -$37.5M -21% 0.27% 68.4% 70 14.29% 3
Delphi Management Partners VIII
5328
Delphi Management Partners VIII
California
$138M +$11.8M +9% 15.4% – 4 0% 1.8
CVA Family Office
5329
CVA Family Office
Colorado
$138M -$213M -61% 0.88% 71.6% 965 63.83% 1.4
Verdad Advisers
5330
Verdad Advisers
Massachusetts
$138M +$87.4M +172% 5.83% – 49 63.27% 0.3
TVMC
5331
T Ventures Management Company
Australia
$138M -$161M -54% 54.8% – 1 0% 0.8
Somerset Group
5332
Somerset Group
Minnesota
$138M -$1.68M -1% 0.3% 84.6% 78 8.97% 4.3
Adams Chetwood Wealth Management
5333
Adams Chetwood Wealth Management
North Carolina
$138M -$3.63M -3% 1.34% – 77 3.9% 1.5
Sagil Capital
5334
Sagil Capital
United Kingdom
$138M -$7.3M -5% 8.91% 104% 28 46.43% 0.8
TPB Wealth Advisors
5335
TPB Wealth Advisors
Texas
$138M -$17.1M -11% 1.48% – 40 10% 0.6
Next Capital Management
5336
Next Capital Management
New York
$138M -$19.3M -12% 0.39% 61.3% 117 19.66% 1.8
Kennicott Capital Management
5337
Kennicott Capital Management
California
$138M +$3.21M +2% 0.39% 98% 50 10% 0.4
Alta Wealth Advisors
5338
Alta Wealth Advisors
Massachusetts
$138M +$1.23M +0.9% 2.56% 120% 150 10% 0.7
Garrison Point Advisors
5339
Garrison Point Advisors
California
$138M -$1.17M -0.8% 0.4% 81.5% 152 4.61% 2.2
Smart Money Group
5340
Smart Money Group
Texas
$138M +$50.3M +58% 0.92% 58.9% 70 40% 1.7
Alaethes Wealth
5341
Alaethes Wealth
Nevada
$138M +$7.94M +6% 1.12% 96.4% 287 8.01% 0.3
Farmers & Merchants Trust Co of Chambersburg PA
5342
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137M -$6.96M -5% 1.16% 65.5% 333 6.31% 3.2
Planning Directions
5343
Planning Directions
Pennsylvania
$137M +$531K +0.4% 0.59% 46.3% 74 9.46% 1.4
InTrack Investment Management
5344
InTrack Investment Management
Vermont
$137M +$9.8M +8% 0.26% 99.2% 130 22.31% 0.6
Mach-1 Financial Group
5345
Mach-1 Financial Group
Arkansas
$137M -$2.39M -2% 1.75% 83.4% 151 88.74% 0.6
Pacifica Partners
5346
Pacifica Partners
Canada
$137M +$5.55M +4% 1.63% 127% 510 8.63% 1.2
TMC
5347
Trellus Management Company
Florida
$137M -$7.51M -5% 2.91% 268% 83 46.99% 1.3
Summit Place Financial Advisors
5348
Summit Place Financial Advisors
New Jersey
$137M +$1.17M +0.9% 0.61% 111% 110 12.73% 1
RHS Financial
5349
RHS Financial
California
$137M +$3.39M +3% 0.73% 65.6% 88 13.64% 1.7
Chicago Wealth Management
5350
Chicago Wealth Management
Illinois
$137M -$1.88M -1% 1.91% 134% 47 23.4% 0.9