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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)
Unique Wealth Strategies
5476
Unique Wealth Strategies
Illinois
$257M -$1.08M -0.4% 2.81% 96.9% 274 45.99% 0.9
Cora Capital Advisors
5477
Cora Capital Advisors
New Jersey
$257M +$21.6M +9% 2.74% 80.3% 137 16.79% 1.8
GPM Growth Investors
5478
GPM Growth Investors
Michigan
$257M -$3.35M -1% 1.55% – 45 13.33% 3.4
Meramec Financial Planners
5479
Meramec Financial Planners
Missouri
$257M – – 1.51% – 518 – 0
EntryPoint Capital
5480
EntryPoint Capital
New York
$256M -$1.88M -0.7% 2.17% – 889 55.79% 0.4
Trueblood Wealth Management
5481
Trueblood Wealth Management
Ohio
$256M -$199K -0.1% 1.63% 89.9% 266 9.77% 1.6
HCC
5482
Hatch Cove Capital
Illinois
$256M – – 20.8% – 22 – 0
Sellwood Investment Partners
5483
Sellwood Investment Partners
Oregon
$256M +$4.87M +2% 1.32% – 107 44.86% 0.8
New England Capital Financial Advisors
5484
New England Capital Financial Advisors
Connecticut
$256M +$20.7M +9% 1.5% 58.3% 443 9.93% 2.3
BIA
5485
Bigelow Investment Advisors
Maine
$256M +$7.95M +3% 3.29% 75.7% 154 6.49% 5.1
TCFG Wealth Management
5486
TCFG Wealth Management
California
$256M +$1.5M +0.6% 4.9% – 290 17.24% 0.9
Waterford Advisors
5487
Waterford Advisors
New York
$256M -$33.2M -11% 1.91% 50.5% 63 38.1% 2
Grunden Financial Advisory
5488
Grunden Financial Advisory
Texas
$256M +$10M +4% 1.93% – 35 11.43% 1.4
AG
5489
ASO Group
$256M – – 6.25% – 55 – 0
HFM Investment Advisors
5490
HFM Investment Advisors
New Jersey
$256M +$9.32M +4% 2.07% – 1,342 10.28% 0.7
SP
5491
Saranac Partners
$256M -$296M -54% 3.4% 69% 237 70.46% 1
Trellis Wealth Advisors
5492
Trellis Wealth Advisors
California
$256M +$10M +4% 2.58% 62.2% 44 13.64% 1.8
Mine & Arao Wealth Creation & Management
5493
Mine & Arao Wealth Creation & Management
California
$256M +$9.41M +4% 4.47% 105% 80 8.75% 5.2
Pavaki Capital Management
5494
Pavaki Capital Management
Colorado
$255M – – 12.3% – 131 – 0
NVP Associates
5495
NVP Associates
California
$255M +$89.2M +54% 33.3% 953% 6 16.67% 1.5
Hapanowicz & Associates Financial Services
5496
Hapanowicz & Associates Financial Services
Pennsylvania
$255M +$38.6M +18% 1.81% 65% 36 11.11% 3.5
AAFMAA Wealth Management & Trust
5497
AAFMAA Wealth Management & Trust
North Carolina
$255M +$3.08M +1% 1.35% 62.3% 99 31.31% 1.7
TRV GP IV
5498
TRV GP IV
Massachusetts
$255M -$18.8M -7% 44.9% 1,102% 2 0% 2.5
Wealth Analytics Partners
5499
Wealth Analytics Partners
California
$255M – – 1.79% – 47 – 0
Brilliance Asset Management
5500
Brilliance Asset Management
Hong Kong
$255M +$67.3M +36% 3.64% 39.2% 9 55.56% 0.5