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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)
JGP Global Gestao de Recursos
5526
JGP Global Gestao de Recursos
Brazil
$167M +$8.65M +5% 6.87% 261% 69 44.93% 2.2
Elevation Wealth Partners
5527
Elevation Wealth Partners
California
$167M +$51M +44% 10.1% 69.9% 447 23.04% 0.6
Nierenberg Investment Management Company
5528
Nierenberg Investment Management Company
Washington
$167M +$27.5M +20% 16.7% 135% 49 38.78% 1.3
Robbins Farley
5529
Robbins Farley
New Hampshire
$167M +$18.6M +13% 12.6% 106% 200 21.5% 1.5
Shira Ridge Wealth Management
5530
Shira Ridge Wealth Management
California
$167M +$14.4M +9% 10.6% 72.8% 74 9.46% 0.8
Etesian Wealth Advisors
5531
Etesian Wealth Advisors
Oregon
$166M +$17.9M +12% 10.2% 60.6% 111 5.41% 0.9
New England Capital Financial Advisors
5532
New England Capital Financial Advisors
Connecticut
$166M +$21.4M +15% 11.5% 58.3% 418 8.85% 0.9
Sensible Money
5533
Sensible Money
Arizona
$166M +$24.7M +17% 11% 69.1% 78 10.26% 0.9
OCP
5534
OCO Capital Partners
New York
$166M +$30.7M +23% 10.7% 679% 4 25% 2.1
Range Financial Group
5535
Range Financial Group
Oregon
$166M +$15.2M +10% 12.4% 195% 183 30.6% 1.4
LAI
5536
Legal Advantage Investments
California
$166M +$26.4M +19% 18.3% 116% 101 11.88% 1.8
Financial Avengers
5537
Financial Avengers
California
$166M +$16.7M +11% 14.1% 108% 183 4.37% 2.2
Consilium Wealth Advisory
5538
Consilium Wealth Advisory
Texas
$166M +$23.5M +16% 11.6% 126% 89 11.24% 1.5
Holistic Financial Partners
5539
Holistic Financial Partners
Indiana
$166M +$15.6M +10% 9.4% 95.7% 125 19.2% 2.8
Abbot Financial Management
5540
Abbot Financial Management
Massachusetts
$166M +$17.5M +12% 12% 102% 116 4.31% 4.9
Voisard Asset Management Group
5541
Voisard Asset Management Group
Michigan
$166M – – 8.03% 50.5% 384 – 0
Pinion Investment Advisors
5542
Pinion Investment Advisors
Kansas
$166M +$12.2M +8% 10.1% 81.7% 173 24.28% 2.7
Signet Investment Advisory Group
5543
Signet Investment Advisory Group
Rhode Island
$166M +$15.7M +10% 9.57% 68.2% 67 5.97% 4.1
Crown Wealth Group
5544
Crown Wealth Group
North Carolina
$166M +$33M +25% 11.3% 98.2% 105 40% 0.8
Mark Sheptoff Financial Planning
5545
Mark Sheptoff Financial Planning
Connecticut
$166M +$10.2M +7% 8.82% 92.4% 412 10.92% 5
Pensionfund DSM Netherlands
5546
Pensionfund DSM Netherlands
Netherlands
$166M +$22.3M +16% 15.3% 36.9% 72 2.78% 6.9
AIA
5547
Arcadia Investment Advisors
Idaho
$166M +$14.8M +10% 9.62% 56.4% 85 14.12% 3.8
Eagle Wealth Strategies
5548
Eagle Wealth Strategies
New Jersey
$166M – – 11.5% 85% 98 – 0
Values First Advisors
5549
Values First Advisors
Tennessee
$166M +$10.9M +7% 10.8% 87.6% 183 21.31% 2.4
Constitution Capital
5550
Constitution Capital
Connecticut
$166M +$18.9M +13% 12.1% 91.1% 67 14.93% 2.3