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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)
Verisail Partners
5501
Verisail Partners
Georgia
$236M +$227K +0.1% 4.85% – 35 34.29% 0.7
Shira Ridge Wealth Management
5502
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 7.47% 72.8% 89 11.24% 1.9
Independence Asset Advisors
5503
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 2.19% 20.3% 19 10.53% 0.7
CSA
5504
Cottage Street Advisors
Massachusetts
$235M +$43.2M +22% 8.25% 95.8% 143 20.28% 2.3
Bull Oak Capital
5505
Bull Oak Capital
California
$235M +$16M +7% 6.22% 62.1% 34 11.76% 1.1
New England Capital Financial Advisors
5506
New England Capital Financial Advisors
Connecticut
$235M +$16.8M +8% 6.37% 58.3% 440 9.09% 2.2
St. Johns Investment Management
5507
St. Johns Investment Management
Florida
$235M +$17.5M +8% 8.98% 91.9% 214 10.28% 6
WD Rutherford
5508
WD Rutherford
Oregon
$235M +$17.7M +8% 10.8% 189% 97 25.77% 3.3
Cora Capital Advisors
5509
Cora Capital Advisors
New Jersey
$235M +$10.5M +5% 7.54% 80.3% 120 10.83% 1.9
Panview Capital
5510
Panview Capital
Hong Kong
$235M -$79.2M -25% 49.8% – 13 61.54% 0.4
Investors Asset Management of Georgia
5511
Investors Asset Management of Georgia
Georgia
$235M +$18.9M +9% 7.58% 118% 182 8.79% 6.5
ML
5512
MTCO Ltd
$235M – – 3.32% – 2 – 0
JNE Partners
5513
JNE Partners
United Kingdom
$235M -$13.7M -6% 6.52% 100% 9 22.22% 1.4
Quad-Cities Investment Group
5514
Quad-Cities Investment Group
Iowa
$235M +$14.7M +7% 6.86% 67.3% 194 7.73% 4
LP
5515
LGL Partners
Pennsylvania
$235M +$9.5M +4% 7.58% 68.9% 59 6.78% 4.5
Krensavage Asset Management
5516
Krensavage Asset Management
New York
$235M +$45.8M +24% 26.6% 124% 18 22.22% 2.6
Brogan Financial
5517
Brogan Financial
Tennessee
$235M +$10.8M +5% 5.08% 46.4% 63 7.94% 1.8
Pavion Blue Capital
5518
Pavion Blue Capital
California
$235M +$9.46M +4% 5.93% 77.6% 106 8.49% 4.3
Continuum Wealth Advisors
5519
Continuum Wealth Advisors
New York
$235M +$26.3M +13% 6.92% 69% 72 18.06% 1.6
WIA
5520
Wetzel Investment Advisors
Indiana
$234M +$15.7M +7% 6.89% 72.2% 136 14.71% 1.4
Ridgepath Capital Management
5521
Ridgepath Capital Management
Tennessee
$234M +$16.7M +8% 6.15% 73.5% 52 17.31% 1.2
AFA
5522
Alta Fundamental Advisers
New York
$234M +$39.2M +20% 22.3% 340% 32 46.88% 1.7
Meros Investment Management
5523
Meros Investment Management
Texas
$234M +$23.5M +11% 13% 102% 45 13.33% 2
SC
5524
Schulhoff & Co
Ohio
$234M +$8.81M +4% 6.55% 51.8% 137 2.92% 8
BWA
5525
BlueChip Wealth Advisors
Georgia
$234M +$9.6M +4% 6.65% 62.2% 192 31.77% 1.1