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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)
Savvy Advisors Inc
5651
Savvy Advisors Inc
New York
$173M +$70.5M +68% 8.74% – 228 33.33% 0.2
SM
5652
Sabby Management
Florida
$173M +$73.3M +73% 5.54% 95.5% 83 66.27% 0.5
IVC Wealth Advisors
5653
IVC Wealth Advisors
Pennsylvania
$173M +$12.5M +8% 8.01% 81.9% 171 10.53% 2.3
Tyro Capital Management
5654
Tyro Capital Management
Florida
$173M +$31.3M +22% 14.6% – 20 55% 0.1
Colorado Capital Management
5655
Colorado Capital Management
Colorado
$173M +$20.4M +13% 5.53% 60.4% 92 16.3% 4.9
Cordant Inc
5656
Cordant Inc
Oregon
$172M +$9.22M +6% 3.83% 47% 156 55.13% 3.1
HTG Investment Advisors
5657
HTG Investment Advisors
Connecticut
$172M +$19.3M +13% 6.68% 57.4% 64 9.38% 1
Soviero Asset Management
5658
Soviero Asset Management
New York
$172M -$32.2M -16% 12.2% 676% 51 54.9% 0.7
Walden Wealth Partners
5659
Walden Wealth Partners
Ohio
$172M +$13.5M +8% 7.19% – 94 12.77% 0.2
ORC
5660
O'Rourke & Company
Massachusetts
$172M +$17.1M +11% 6.57% 71.9% 148 11.49% 1.7
Transcendent Capital Group
5661
Transcendent Capital Group
Oklahoma
$172M +$22.1M +15% 6.63% 82.3% 414 23.19% 0.2
Treynor Bancshares
5662
Treynor Bancshares
Iowa
$172M +$474K +0.3% 4.85% 3.35% 82 6.1% 1.9
Bullseye Investment Management
5663
Bullseye Investment Management
Ohio
$172M +$14M +9% 5.91% 38.2% 58 18.97% 0.6
Heartland Bank & Trust
5664
Heartland Bank & Trust
Illinois
$172M +$26.8M +18% 11.8% 105% 151 24.5% 1.4
Cooper/Haims Advisors
5665
Cooper/Haims Advisors
New York
$172M -$4.38M -2% 6.43% 58.8% 82 3.66% 3.6
Metavasi Capital
5666
Metavasi Capital
New York
$172M -$85.2M -33% 23.5% 840% 39 53.85% 0.7
Dean Capital Management
5667
Dean Capital Management
Kansas
$172M +$9.9M +6% 5.16% 89.7% 131 9.16% 1.2
Cahill Wealth Management
5668
Cahill Wealth Management
Michigan
$172M +$23.1M +16% 9.67% 24.7% 47 6.38% 1.6
Propel Bio Management
5669
Propel Bio Management
California
$172M +$51.2M +42% 41.2% – 37 32.43% 0.2
AWM
5670
Aberdeen Wealth Management
Illinois
$172M +$33.9M +25% 10.5% 73.1% 174 7.47% 3.1
Pacific Sun Financial
5671
Pacific Sun Financial
California
$172M +$13.4M +8% 6.77% 70.3% 181 6.08% 4.3
Murphy Middleton Hinkle & Parker
5672
Murphy Middleton Hinkle & Parker
Georgia
$172M +$9.7M +6% 8.5% 66.8% 138 5.07% 5.1
Crystal Rock Capital Management
5673
Crystal Rock Capital Management
Illinois
$172M +$20.2M +13% 20.7% 164% 28 10.71% 5
WESPAC Advisors
5674
WESPAC Advisors
California
$172M +$27.7M +19% 8.18% 126% 186 28.49% 0.8
RHS Financial
5675
RHS Financial
California
$172M +$13.7M +9% 6.13% 65.6% 115 17.39% 2.4