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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)
Montz Harcus Wealth Management
5476
Montz Harcus Wealth Management
Louisiana
$248M +$916K +0.4% 2.3% 84.1% 96 10.42% 2.6
Capital Impact Advisors
5477
Capital Impact Advisors
Massachusetts
$247M -$1.03B -81% 15% – 35 28.57% 0.6
Evergreen Private Wealth
5478
Evergreen Private Wealth
Colorado
$247M -$6.29M -2% 0.54% 80.2% 95 13.68% 2.1
NavPoint Financial
5479
NavPoint Financial
Minnesota
$247M +$13.3M +6% 0.26% 58.5% 75 9.33% 1.6
ANB Bank
5480
ANB Bank
Colorado
$247M -$4.8M -2% 0.18% – 137 14.6% 0.9
Peloton Wealth Strategists
5481
Peloton Wealth Strategists
Indiana
$247M -$10.8M -4% 2.32% 51.3% 100 24% 3.5
BFM
5482
Blacksheep Fund Management
Ireland
$247M +$1.24M +0.5% 15.7% 71.5% 8 0% 1.3
Vivid Wealth Management
5483
Vivid Wealth Management
Iowa
$247M -$10.2M -4% 0.14% 107% 73 21.92% 1.4
RC
5484
Resolute Capital
South Carolina
$247M +$7.61M +3% 1.1% – 62 14.52% 0.2
Hillcrest Wealth Advisors
5485
Hillcrest Wealth Advisors
New Jersey
$247M +$14.6M +6% 1.57% 58.7% 55 12.73% 5.2
FA
5486
FF Advisors
California
$247M +$22.3M +10% 1.67% 59.7% 122 19.67% 1.6
Valued Wealth Advisors
5487
Valued Wealth Advisors
Utah
$247M +$19.4M +9% 2.46% 62% 771 19.2% 1.6
Iridian Asset Management
5488
Iridian Asset Management
Connecticut
$247M -$24.9M -9% 5.75% 88.4% 48 22.92% 4.2
Matthews International Capital Management
5489
Matthews International Capital Management
California
$246M -$82.9M -25% 0.05% 186% 47 36.17% 2.5
Unique Wealth Strategies
5490
Unique Wealth Strategies
Illinois
$246M -$10.3M -4% 1.92% 96.9% 266 39.85% 1
Verisail Partners
5491
Verisail Partners
Georgia
$246M +$3.02M +1% 0.11% – 26 15.38% 1
Zeno Equity Partners
5492
Zeno Equity Partners
United Kingdom
$246M +$5.28M +2% 4.28% – 16 50% 1.1
Cordant Inc
5493
Cordant Inc
Oregon
$246M +$7.86M +3% 1.57% 47% 77 11.69% 4
Flagship Private Wealth
5494
Flagship Private Wealth
Massachusetts
$246M -$8.03M -3% 2.87% 70.2% 118 12.71% 3.2
Mitchell & Pahl Private Wealth
5495
Mitchell & Pahl Private Wealth
Oklahoma
$246M +$5.37M +2% 5.45% 82.3% 146 2.74% 4.6
Pilgrim Partners Asia
5496
Pilgrim Partners Asia
Singapore
$246M +$37M +18% 7.83% – 158 48.1% 0.4
Dravo Bay
5497
Dravo Bay
Delaware
$246M +$5.49M +2% 0.8% 45.2% 55 9.09% 2.7
Hanover Advisors
5498
Hanover Advisors
South Carolina
$246M -$11.5M -4% 2.51% – 121 12.4% 1.6
Wealth Analytics Partners
5499
Wealth Analytics Partners
California
$246M -$9.07M -4% 3.08% – 48 6.25% 0.2
Vernal Point Advisors
5500
Vernal Point Advisors
California
$246M +$3.45M +1% 0.29% – 23 8.7% 1.7