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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)
Wealth Management Partners
5376
Wealth Management Partners
Arizona
$135M -$8.59M -6% 0.16% 194% 124 16.13% 0.6
Corundum Group
5377
Corundum Group
Colorado
$135M -$17.6M -12% 1.66% 89.5% 105 12.38% 2.8
Ironwood Wealth Management (West Virginia)
5378
Ironwood Wealth Management (West Virginia)
West Virginia
$135M -$4.52M -3% 0.92% 38.1% 42 50% 0.7
AH Equity Partners V
5379
AH Equity Partners V
California
$135M -$19M -12% 15.6% – 3 33.33% 0.4
ABP
5380
Arthur B. Page
$135M -$5.7M -4% 0.21% 40.4% 60 6.67% 5.5
OH
5381
Oikos Holdings
New York
$134M +$40.8M +44% 0.49% 5.54% 4 25% 0.7
Hatton Consulting
5382
Hatton Consulting
Arizona
$134M +$6.86M +5% 1.08% – 50 18% 0.4
Beaumont Asset Management
5383
Beaumont Asset Management
Texas
$134M +$4.53M +3% 1.3% 73.1% 70 8.57% 1.2
Newton One Investments
5384
Newton One Investments
Delaware
$134M +$8.14M +6% 1.21% 42% 133 13.53% 0.5
CM
5385
CM Management
Florida
$134M -$4.28M -3% 4.06% 110% 98 19.39% 0.5
Mason Street Advisors
5386
Mason Street Advisors
Wisconsin
$134M +$22.9M +21% 1.46% 32% 9 11.11% 4
Satovsky Asset Management
5387
Satovsky Asset Management
New York
$134M +$2.99M +2% 0.45% 53.6% 30 6.67% 0.7
Moulton Wealth Management
5388
Moulton Wealth Management
Washington
$134M -$3.01M -2% 0.04% 47.8% 44 56.82% 0.6
Phoenix Wealth Advisors
5389
Phoenix Wealth Advisors
North Carolina
$134M -$4.68M -3% 0.65% 60.1% 399 12.28% 0.6
CMG Global Holdings
5390
CMG Global Holdings
Texas
$134M +$1.39M +1% 1.87% 80.8% 88 6.82% 0.5
KPCB XV Associates
5391
KPCB XV Associates
California
$134M -$90.1M -40% 5.45% – 4 25% 0.8
Vaughan & Co Securities
5392
Vaughan & Co Securities
New Jersey
$134M -$1.51M -1% 1.92% 70.7% 54 3.7% 1.5
PM
5393
Parametrica Management
Hong Kong
$134M -$1.64M -1% 4.23% 543% 131 70.99% 0.4
Harvey Partners
5394
Harvey Partners
New York
$134M -$10.7M -7% 0.13% 174% 35 14.29% 1.6
AWM Capital
5395
AWM Capital
Arizona
$134M – – 2.25% 51.1% 62 – 0
RCA
5396
Reitz Capital Advisors
Michigan
$134M -$8.18M -6% 0.66% 11% 52 15.38% 1.5
Tranquilli Financial Advisor
5397
Tranquilli Financial Advisor
New Jersey
$133M +$299K +0.2% 0.45% 55.1% 80 8.75% 0.6
RHDIC
5398
R.H. Dinel Investment Counsel
California
$133M -$6.96M -5% 0.66% 55.9% 55 0% 5.8
Clearshares
5399
Clearshares
New York
$133M +$4.44M +3% 1.01% – 38 5.26% 1.9
McCarthy Asset Management
5400
McCarthy Asset Management
California
$133M -$7.55M -5% 0.24% – 451 25.94% 0.6