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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)
MKT Advisors
5551
MKT Advisors
California
$133M +$17.7M +15% 9.27% 55.5% 148 16.22% 0.8
Moser Wealth Advisors
5552
Moser Wealth Advisors
Washington
$133M +$4.68M +4% 7.87% – 158 21.52% 2.4
HighMark Wealth Management
5553
HighMark Wealth Management
Minnesota
$133M +$15.5M +13% 12.1% 110% 573 9.25% 2
AWM
5554
Aberdeen Wealth Management
Illinois
$133M +$19M +17% 11.7% 73.1% 168 4.17% 2.2
Renasant Bank
5555
Renasant Bank
Mississippi
$132M +$19.1M +17% 9.16% 65% 194 17.53% 1.4
Berkeley Inc
5556
Berkeley Inc
Idaho
$132M +$13.7M +12% 10.8% 49.4% 82 10.98% 1.6
CTC (Chicago Trading Company)
5557
CTC (Chicago Trading Company)
Illinois
$132M -$27.2M -17% 5.32% 192% 312 14.1% 1.5
VU
5558
Valence8 US
Massachusetts
$132M – – 12.8% 69.9% 12 – 0
FIM
5559
FWL Investment Management
Texas
$132M +$18.9M +17% 6.22% 165% 197 72.59% 0.3
CoreFirst Bank & Trust
5560
CoreFirst Bank & Trust
Kansas
$132M +$15.9M +14% 12.1% 61.4% 418 12.44% 1.6
Dynamo Administracao de Recursos
5561
Dynamo Administracao de Recursos
Brazil
$132M -$74M -36% 12.1% 350% 9 33.33% 2.5
Watershed Private Wealth
5562
Watershed Private Wealth
Illinois
$132M – – 7.69% 80.3% 78 – 0
Kennicott Capital Management
5563
Kennicott Capital Management
California
$132M +$7.48M +6% 4.58% 98% 42 9.52% 1.5
Privium Fund Management (UK)
5564
Privium Fund Management (UK)
United Kingdom
$132M +$53.4M +68% 11.2% 34.4% 91 75.82% 0.3
Tranquilli Financial Advisor
5565
Tranquilli Financial Advisor
New Jersey
$132M +$5.55M +4% 4.89% 55.1% 84 22.62% 1.1
Wisconsin Capital Management
5566
Wisconsin Capital Management
Wisconsin
$132M +$3.91M +3% 13.5% 153% 51 21.57% 4.1
Carl P. Sherr & Co
5567
Carl P. Sherr & Co
Massachusetts
$132M +$6.34M +5% 7.72% 68.8% 121 16.53% 2.1
Ridgecrest Wealth Partners
5568
Ridgecrest Wealth Partners
California
$132M +$9.06M +7% 9.32% 103% 104 15.38% 1.5
Altus Wealth Group
5569
Altus Wealth Group
Colorado
$132M +$31.1M +31% 8.08% 76.7% 159 43.4% 1.3
Mountain Lake Investment Management
5570
Mountain Lake Investment Management
Florida
$132M +$14.1M +12% 16% 64% 38 34.21% 1.7
Alan N. Hoffman Investment Management
5571
Alan N. Hoffman Investment Management
Massachusetts
$131M -$15.8M -11% 8.12% 114% 10 0% 1.9
ADE LLC
5572
ADE LLC
Maryland
$131M +$42.2M +47% 7.72% 59.8% 82 31.71% 1.4
Fortis Advisors
5573
Fortis Advisors
Pennsylvania
$131M -$8.79M -6% 7.61% 72.8% 277 14.8% 2.5
Warner Financial
5574
Warner Financial
Maryland
$131M +$6.89M +6% 9.11% 62.1% 92 13.04% 0.8
Paradigm Operations
5575
Paradigm Operations
California
$131M -$108M -45% 45.1% 230% 1 0% 1