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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)
Sterling Financial Planning
5376
Sterling Financial Planning
New Jersey
$159M -$1.09M -0.7% 2.99% 59.3% 101 11.88% 1.1
Chiron Capital Management
5377
Chiron Capital Management
Florida
$159M +$20.1M +15% 0.95% – 130 21.54% 0.9
Plustick Management
5378
Plustick Management
Virginia
$158M -$57M -26% 40.8% 1,667% 28 32.14% 0.2
Values First Advisors
5379
Values First Advisors
Tennessee
$158M -$10.5M -6% 6.12% 87.6% 182 15.93% 1.5
Selkirk Management
5380
Selkirk Management
New Jersey
$158M -$28.6M -15% 10.7% 245% 13 0% 5.7
Carolina Wealth Advisors
5381
Carolina Wealth Advisors
South Carolina
$158M -$18.6M -11% 0.64% 62% 311 14.79% 1.4
Harbor Group
5382
Harbor Group
New Hampshire
$158M -$9.6M -6% 4.78% 43% 60 18.33% 1
SI
5383
Schusterman Interests
Oklahoma
$158M -$73.4M -32% 16.5% 344% 17 47.06% 0.2
Cairn Investment Group
5384
Cairn Investment Group
Washington
$158M +$12.7M +9% 0.81% 61.3% 77 16.88% 1.7
RMSCM
5385
R.M. Sincerbeaux Capital Management
New York
$158M -$9.12M -5% 2.75% 76.4% 47 2.13% 6.6
Jackson Hill Advisors
5386
Jackson Hill Advisors
Texas
$158M -$12.8M -7% 16.3% 61.2% 10 10% 0.2
HC Advisors
5387
HC Advisors
Georgia
$158M -$5.37M -3% 2.73% 63.5% 92 16.3% 1.4
Ridgecrest Wealth Partners
5388
Ridgecrest Wealth Partners
California
$158M -$47.9M -23% 2.8% 103% 124 13.71% 0.9
E Fund Management (HK)
5389
E Fund Management (HK)
Hong Kong
$158M -$22.2M -12% 24.3% 163% 43 13.95% 1.3
IWN
5390
Independent Wealth Network
Iowa
$158M -$4.97M -3% 1.18% 78.2% 244 27.46% 0.4
KCA
5391
Karn Couzens & Associates
Connecticut
$157M +$11.6M +8% 3.39% – 93 15.05% 0.9
Legend Financial Advisors
5392
Legend Financial Advisors
Pennsylvania
$157M +$14.1M +10% 4.81% 117% 46 26.09% 1
Verity Asset Management
5393
Verity Asset Management
North Carolina
$157M -$11.9M -7% 0.81% 79.7% 236 27.97% 1.9
PCG Wealth Advisors
5394
PCG Wealth Advisors
Kansas
$157M +$13.5M +9% 1.5% 87% 94 24.47% 0.2
Holistic Financial Partners
5395
Holistic Financial Partners
Indiana
$157M -$15.1M -9% 2.24% 95.7% 135 23.7% 2
Alaethes Wealth
5396
Alaethes Wealth
Nevada
$157M -$1.43M -0.9% 3.53% 96.4% 332 21.08% 0.7
Burke & Herbert Bank & Trust
5397
Burke & Herbert Bank & Trust
Virginia
$157M -$13.2M -8% 1.44% 67.8% 152 7.24% 6
SCM
5398
Springhouse Capital Management
Connecticut
$157M +$15.1M +11% 2.38% 52% 50 46% 0.9
HighVista Strategies
5399
HighVista Strategies
Massachusetts
$157M +$31.7M +25% 7.72% 622% 108 56.48% 0.5
ACON Equity Management
5400
ACON Equity Management
District of Columbia
$157M -$28.6M -15% 8.24% 32.1% 1 0% 4.3