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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)
SCMS
5526
Serenity Capital Management (Singapore)
Singapore
$196M +$34.8M +22% 30.4% 21% 4 0% 1.1
BWIA
5527
Bryant Woods Investment Advisors
New York
$196M +$58.9M +43% 6.46% 74.4% 50 24% 2.1
Clarus Wealth Advisors
5528
Clarus Wealth Advisors
Arizona
$196M +$8.14M +4% 6.87% 89.7% 140 11.43% 2.3
Industrial Alliance Investment Management
5529
Industrial Alliance Investment Management
Quebec, Canada
$196M +$20M +11% 5.07% 88.8% 15 0% 1.1
Anchor IV
5530
Anchor IV
Singapore
$196M +$22.5M +13% 13% – 1 0% 1
Shira Ridge Wealth Management
5531
Shira Ridge Wealth Management
California
$196M +$16.6M +9% 5.39% 72.8% 84 14.29% 1.3
Waterford Advisors
5532
Waterford Advisors
New York
$196M -$42.5M -18% 6.6% 50.5% 56 14.29% 1.4
IPA
5533
Investment Planning Advisors
Georgia
$196M $0 0% 4.33% – 59 0% 0.3
Donald L. Hagan LLC
5534
Donald L. Hagan LLC
Florida
$196M +$7.09M +4% 6.25% 47.9% 102 14.71% 2.9
Strategic Financial Partners
5535
Strategic Financial Partners
Oregon
$196M +$14.3M +8% 6.02% 54.8% 70 7.14% 3.5
Peoples Bank (Ohio)
5536
Peoples Bank (Ohio)
Ohio
$196M +$3.13M +2% 5.58% 78.9% 137 10.95% 4.6
Savoir Faire Capital Management
5537
Savoir Faire Capital Management
Connecticut
$196M -$61.5M -24% 2.22% 1.22% 55 18.18% 0.7
TAGStone Capital
5538
TAGStone Capital
North Carolina
$196M +$19.4M +11% 6.04% 58.3% 93 6.45% 2
Ballast Asset Management
5539
Ballast Asset Management
Texas
$196M +$11.3M +6% 13.5% 126% 53 11.32% 0.9
Cordant Inc
5540
Cordant Inc
Oregon
$196M +$16.6M +9% 5.69% 47% 76 9.21% 3.3
Alta Fox Capital Management
5541
Alta Fox Capital Management
Texas
$196M +$38.1M +24% 24.8% 261% 20 65% 0.5
SK Wealth Management
5542
SK Wealth Management
Rhode Island
$195M – – 6.46% – 71 – 0
Family Wealth Partners
5543
Family Wealth Partners
North Carolina
$195M +$2.76M +1% 2.19% 58.5% 44 6.82% 0.7
Jupiter Wealth Management
5544
Jupiter Wealth Management
Colorado
$195M +$6.79M +4% 4.94% 99.2% 104 19.23% 2.3
KCM
5545
Kempner Capital Management
Texas
$195M +$6.78M +4% 3.55% 60.9% 54 12.96% 3.9
AJ Advisors
5546
AJ Advisors
Tennessee
$195M +$14.2M +8% 5.89% 64.6% 34 2.94% 1.4
Silver Oak Advisory Group
5547
Silver Oak Advisory Group
Oregon
$195M +$14.9M +8% 5.44% 27% 70 11.43% 2.1
Pension & Wealth Management Advisors
5548
Pension & Wealth Management Advisors
Massachusetts
$195M +$20.8M +12% 5.88% 49.9% 417 23.26% 1.1
Register Financial Advisors
5549
Register Financial Advisors
Georgia
$195M -$2.95M -1% 7.77% 130% 732 59.43% 1.4
Transcendent Capital Group
5550
Transcendent Capital Group
Oklahoma
$195M +$21.3M +12% 5.54% 82.3% 511 24.46% 0.6