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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)
DFS
5376
Dixon Fnancial Services
California
$142M +$14.3M +11% 12% 76.6% 24 8.33% 0.9
University of Massachusetts Foundation
5377
University of Massachusetts Foundation
Massachusetts
$141M +$11.5M +9% 8.42% 53.6% 4 0% 2.6
Pinnacle Financial Group
5378
Pinnacle Financial Group
Illinois
$141M +$25.9M +22% 10.5% 59.1% 68 17.65% 0.8
Susquehanna International Securities
5379
Susquehanna International Securities
Ireland
$141M +$88M +165% 19.1% 2.8% 37 67.57% 0.6
Agate Pass Investment Management
5380
Agate Pass Investment Management
Washington
$141M +$10.3M +8% 9.65% 76% 95 7.37% 0.9
StrongBox Wealth
5381
StrongBox Wealth
Missouri
$141M +$3.4M +2% 7.11% 57.8% 85 15.29% 2
CCP
5382
Cunning Capital Partners
North Carolina
$141M +$15.1M +12% 13.7% 268% 83 27.71% 0.7
Scholtz & Company
5383
Scholtz & Company
Connecticut
$141M +$1.24M +0.9% 9.77% 89.2% 52 25% 2.2
SL
5384
SIB LLC
New York
$141M +$10M +8% 11.6% 29.2% 18 0% 7.3
AAF Wealth Management
5385
AAF Wealth Management
Massachusetts
$141M +$15.7M +13% 10.2% 75.1% 46 21.74% 1.1
New England Capital Financial Advisors
5386
New England Capital Financial Advisors
Connecticut
$141M – – 6.57% 55.6% 442 – 0
Socha Financial Group
5387
Socha Financial Group
New York
$141M +$24.5M +21% 5.43% 81.5% 23 26.09% 0.6
Cooper/Haims Advisors
5388
Cooper/Haims Advisors
New York
$141M +$20.2M +17% 6.82% 53.1% 77 16.88% 2.9
Goodwin Investment Advisory
5389
Goodwin Investment Advisory
Georgia
$141M +$8.78M +7% 4.29% 60.8% 246 20.73% 1
BC
5390
Bullfrog Capital
California
$141M -$28.7M -17% 16.4% – 3 0% 1
Ridgewood Investments
5391
Ridgewood Investments
New Jersey
$141M +$20.6M +17% 11.3% – 210 22.86% 2.5
Tanglewood Legacy Advisors
5392
Tanglewood Legacy Advisors
Texas
$141M – – 7.88% 61.1% 247 – 0
Legacy Bridge
5393
Legacy Bridge
Iowa
$141M +$15.3M +12% 11.3% 236% 306 6.86% 3
RMSCM
5394
R.M. Sincerbeaux Capital Management
New York
$141M +$13.6M +11% 12.2% 76.4% 44 4.55% 7.3
FSM Wealth Advisors
5395
FSM Wealth Advisors
Ohio
$141M +$20.2M +17% 8.85% 68.4% 148 16.22% 0.4
JGP Global Gestao de Recursos
5396
JGP Global Gestao de Recursos
Brazil
$141M +$22.1M +19% 1.15% 261% 74 43.24% 1.7
AFS Financial Group
5397
AFS Financial Group
Maryland
$141M – – 9.58% – 88 – 0
Trinity Wealth Management
5398
Trinity Wealth Management
Pennsylvania
$140M +$15.7M +13% 5.76% 56.7% 42 19.05% 1.8
Mass General Brigham
5399
Mass General Brigham
Massachusetts
$140M -$51.9M -27% 3.12% – 5 40% 1.4
Bond & Devick Financial Network
5400
Bond & Devick Financial Network
Minnesota
$140M +$19.4M +16% 7.77% 46.9% 126 14.29% 1.5