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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)
WorthPointe
5601
WorthPointe
California
$119M -$5.29M -4% 13.6% 59.7% 48 29.17% 0.4
Summit Place Financial Advisors
5602
Summit Place Financial Advisors
New Jersey
$119M -$29.9M -20% 15.2% 111% 109 8.26% 1.5
Stone House Capital Management
5603
Stone House Capital Management
Florida
$119M -$40.8M -25% 20.8% 151% 3 66.67% 0.4
Banco de Sabadell
5604
Banco de Sabadell
Florida
$119M -$53.6M -31% 12.9% 75.1% 87 13.79% 3.3
Peak Planning Group
5605
Peak Planning Group
Colorado
$119M – – 16.3% 105% 78 – 1.3
Syntax Advisors
5606
Syntax Advisors
New York
$119M -$39K -0% 12.4% – 234 13.25% 0.5
CNFG
5607
Creegan & Nassoura Financial Group
New Hampshire
$119M -$14.4M -11% 11.1% 52.6% 77 6.49% 5.1
RCM
5608
Ratan Capital Management
Florida
$119M -$25.2M -18% 25.3% 616% 43 32.56% 1.8
Kathleen S. Wright Associates
5609
Kathleen S. Wright Associates
Pennsylvania
$119M -$18.2M -13% 15.4% 66% 159 6.92% 0.5
Innova Wealth Partners
5610
Innova Wealth Partners
Pennsylvania
$119M -$20.3M -15% 3.74% 72.5% 79 39.24% 1.1
Affinia Financial Group
5611
Affinia Financial Group
Massachusetts
$119M -$11.8M -9% 12% 37.5% 34 20.59% 1.6
SWS Partners
5612
SWS Partners
Ohio
$119M -$34.1M -22% 18.2% 112% 111 38.74% 2.4
Long Corridor Asset Management
5613
Long Corridor Asset Management
Hong Kong
$119M +$36.4M +44% 6.59% 73.6% 15 33.33% 0.7
Carrhae Capital
5614
Carrhae Capital
United Kingdom
$119M -$159M -57% 16.5% 182% 24 50% 0.4
Northeast Financial Group
5615
Northeast Financial Group
Pennsylvania
$118M -$22.7M -16% 10.8% 31.6% 44 29.55% 1.2
Cheyne Capital Management (UK)
5616
Cheyne Capital Management (UK)
United Kingdom
$118M -$40.4M -25% 8.59% 35.6% 143 32.17% 0.7
Boothe Investment Group
5617
Boothe Investment Group
Delaware
$118M -$26.6M -18% 19.8% 75.6% 41 41.46% 1.6
AMJ Financial Wealth Management
5618
AMJ Financial Wealth Management
Virginia
$118M -$131M -53% 5.42% 167% 96 56.25% 1.1
Vida Ventures Advisors
5619
Vida Ventures Advisors
Massachusetts
$118M -$53.6M -31% 15.5% 154% 8 0% 1.4
Mezzasalma Advisors
5620
Mezzasalma Advisors
New Jersey
$118M -$42.1M -26% 24.1% 203% 93 12.9% 1.4
Cahill Wealth Management
5621
Cahill Wealth Management
Michigan
$118M -$16.5M -12% 15.3% 24.7% 47 25.53% 0.2
Better Money Decisions
5622
Better Money Decisions
New Mexico
$118M +$11.4M +11% 10.7% 32.7% 490 87.76% 0.1
Coombe, Bender & Co
5623
Coombe, Bender & Co
New York
$118M – – 13.6% – 78 – 0
swisspartners Advisors
5624
swisspartners Advisors
Switzerland
$118M -$27M -19% 13% 73.2% 26 7.69% 1.8
Melone Private Wealth
5625
Melone Private Wealth
Michigan
$118M -$4.59M -4% 10.8% 30.4% 62 9.68% 0.5