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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)
Berkeley Inc
5376
Berkeley Inc
Idaho
$140M +$5.11M +4% 4.74% 49.4% 88 13.64% 0.4
WWMSC
5377
Wagner Wealth Management (South Carolina)
South Carolina
$140M +$12.2M +10% 5.2% 36.4% 736 15.63% 0.9
GCM
5378
Granby Capital Management
Florida
$140M -$1.22M -0.9% 7.25% 50% 53 50.94% 0.2
AA
5379
Alta Advisers
United Kingdom
$139M +$8.65M +7% 3.3% 114% 5 0% 3.1
ASFA
5380
All Season Financial Advisors
Colorado
$139M – – 6.55% 33.8% 122 – 0
Ironwood Wealth Management (West Virginia)
5381
Ironwood Wealth Management (West Virginia)
West Virginia
$139M +$12.9M +10% 4.94% 38.1% 42 28.57% 0.3
Kinloch Capital
5382
Kinloch Capital
Virginia
$139M +$9.04M +7% 5.48% 63.4% 68 11.76% 0.4
Ciovacco Capital Management
5383
Ciovacco Capital Management
Georgia
$139M +$16.1M +13% 7.78% 88.5% 36 41.67% 0.4
Choice Wealth Advisors
5384
Choice Wealth Advisors
Maine
$139M +$18.1M +15% 6.5% 60.3% 29 31.03% 0.4
EnCap Energy Capital Fund XI
5385
EnCap Energy Capital Fund XI
Texas
$139M – – 60.3% 21% 1 – 0
Chicago Wealth Management
5386
Chicago Wealth Management
Illinois
$139M +$13.2M +11% 5.18% 134% 44 13.64% 0.6
Purus Wealth Management
5387
Purus Wealth Management
California
$139M +$20M +17% 12.7% 174% 91 9.89% 0.4
Garrison Point Advisors
5388
Garrison Point Advisors
California
$139M +$10M +8% 7.54% 81.5% 149 5.37% 1.9
LFGH
5389
Lee Financial Group Hawaii
Hawaii
$139M +$16.8M +14% 6.38% 12.9% 39 35.9% 1
Accretive Wealth Partners
5390
Accretive Wealth Partners
New Jersey
$139M +$27.6M +25% 7.09% 57.3% 113 17.7% 0.4
Phoenix Wealth Advisors
5391
Phoenix Wealth Advisors
North Carolina
$139M +$10M +8% 8.06% 60.1% 395 14.43% 0.4
Strategic Financial Planning
5392
Strategic Financial Planning
Texas
$139M +$4.5M +3% 5.33% 47.5% 32 3.13% 1.4
Mork Capital Management
5393
Mork Capital Management
California
$139M +$7.23M +6% 5.92% 61.9% 90 3.33% 2.6
Diametric Capital
5394
Diametric Capital
Massachusetts
$138M +$7.7M +6% 13.6% 175% 205 63.9% 0.4
DA
5395
DSC Advisors
Illinois
$138M -$23M -14% 7.28% 3.18% 91 31.87% 1.5
CM
5396
CM Management
Florida
$138M +$3.81M +3% 2.85% 110% 98 30.61% 0.4
PHM
5397
Prospect Hill Management
New Jersey
$138M +$11.7M +9% 9.85% 85.1% 18 5.56% 0.5
LC
5398
LNZ Capital
New York
$138M +$15M +12% 2.51% 58.8% 27 74.07% 0.1
Texas Capital Bancshares
5399
Texas Capital Bancshares
Texas
$138M +$13.5M +11% 11.6% 175% 80 15% 1.6
Solitude Financial Services
5400
Solitude Financial Services
Virginia
$138M +$13.8M +11% 6.3% 55.4% 45 17.78% 0.4