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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)
Islander Capital Partners
5551
Islander Capital Partners
California
$276M -$32.2M -10% 19.5% – 19 42.11% 0.4
Wealth Analytics Partners
5552
Wealth Analytics Partners
California
$276M +$29.7M +12% 11.9% – 50 8% 0.5
Greykasell Wealth Strategies
5553
Greykasell Wealth Strategies
California
$275M +$27.4M +11% 18% – 570 15.79% 1
Dopkins Wealth Management
5554
Dopkins Wealth Management
New York
$275M +$26.3M +11% 11.7% 64.4% 95 8.42% 2.2
Valued Wealth Advisors
5555
Valued Wealth Advisors
Utah
$275M +$28.4M +12% 10.9% – 936 22.76% 1.5
Unique Wealth Strategies
5556
Unique Wealth Strategies
Illinois
$275M +$28.6M +12% 18.7% 96.9% 276 41.3% 1.1
Spreng Capital Management
5557
Spreng Capital Management
Ohio
$275M +$62.9M +30% 13.9% 72.5% 79 18.99% 4.4
Thurston Springer Miller Herd & Titak
5558
Thurston Springer Miller Herd & Titak
Indiana
$275M +$32.8M +14% 18% – 1,452 23.83% 1
American Capital Advisory
5559
American Capital Advisory
Idaho
$275M +$27.1M +11% 10% 69% 1,234 13.29% 1.2
Wills Financial Group
5560
Wills Financial Group
Virginia
$275M +$9.4M +4% 10.6% 57.5% 82 8.54% 4.9
Westfuller Advisors
5561
Westfuller Advisors
New York
$275M +$43M +19% 15.3% – 813 14.15% 0.8
SL
5562
SOF Ltd
Cayman Islands
$274M -$4.4M -2% 1.58% 42.3% 1 0% 9.5
CP
5563
CPV Partners
Connecticut
$274M +$50.2M +22% 9.46% 105% 5 20% 4.3
Kerusso Capital Management
5564
Kerusso Capital Management
North Carolina
$274M +$74.7M +37% 14.8% – 59 11.86% 1.5
Boulder Wealth Advisors
5565
Boulder Wealth Advisors
Colorado
$274M +$23.4M +9% 14.2% – 41 34.15% 1.8
Cloud Capital Management
5566
Cloud Capital Management
Washington
$274M +$44.7M +19% 11.9% – 127 18.11% 0.8
JCFM
5567
JBR Co Financial Management
Oklahoma
$274M +$35.2M +15% 19.3% 126% 139 17.99% 1.7
Chris Bulman
5568
Chris Bulman
California
$274M +$45.5M +20% 12.7% – 181 25.97% 1.1
Meramec Financial Planners
5569
Meramec Financial Planners
Missouri
$274M +$21.6M +9% 12.8% – 628 29.62% 0.4
Kinloch Capital
5570
Kinloch Capital
Virginia
$274M +$28.4M +12% 11.7% 63.4% 85 9.41% 3.7
Parker Financial
5571
Parker Financial
Washington
$273M +$23.2M +9% 9.89% 45% 37 0% 3
MEPT
5572
Missouri Education Pension Trust
Missouri
$273M -$20.1M -7% 17.7% – 2 0% 0.5
Sightline Wealth Advisors
5573
Sightline Wealth Advisors
Connecticut
$273M +$37M +16% 11.5% 48.5% 96 9.38% 2.9
LP
5574
LGL Partners
Pennsylvania
$273M +$30.5M +13% 14.6% 68.9% 73 24.66% 4.4
Platform Wealth Management
5575
Platform Wealth Management
Utah
$273M – – 10.2% – 57 – 0.5