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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)
Bluesphere Advisors
5676
Bluesphere Advisors
Pennsylvania
$113M +$2.32M +2% 7.9% 105% 97 16.49% 0.4
DC
5677
DPM Capital
Florida
$113M -$41M -27% 11% 110% 2 0% 1.6
Defined Wealth Management
5678
Defined Wealth Management
Oregon
$113M +$7.01M +7% 6.95% 78.1% 98 7.14% 0.5
Syverson Strege & Co
5679
Syverson Strege & Co
Iowa
$112M +$16.2M +17% 3.35% 66.8% 304 13.49% 0.4
Grand Central Investment Group
5680
Grand Central Investment Group
Florida
$112M +$9.33M +9% 6.04% – 40 12.5% 0.4
FWG Holdings
5681
FWG Holdings
Florida
$112M – – 8.07% 91.6% 87 – 0
Ronit Capital
5682
Ronit Capital
United Kingdom
$112M -$45.9M -29% 1.96% – 76 38.16% 0.3
Better Money Decisions
5683
Better Money Decisions
New Mexico
$112M +$14.9M +15% 4.96% 32.7% 623 8.99% 0.2
Ravenstone Capital Management
5684
Ravenstone Capital Management
$111M – – 11.8% 63% 37 – 0
Benedetti & Gucer
5685
Benedetti & Gucer
Georgia
$111M +$2.62M +2% 9.77% 42.7% 101 28.71% 0.2
Paradigm Strategies in Wealth Management
5686
Paradigm Strategies in Wealth Management
Minnesota
$111M +$7.69M +7% 2.62% 41.2% 279 23.3% 0.2
Mason Street Advisors
5687
Mason Street Advisors
Wisconsin
$111M -$2.61M -2% 1.86% 32% 8 12.5% 4.2
Trustco Bank (New York)
5688
Trustco Bank (New York)
New York
$111M -$7.95M -7% 3.79% 131% 73 4.11% 4.6
Alliance Wealth Advisors (Pennsylvania)
5689
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$111M +$9.9M +10% 6.2% 74.4% 117 10.26% 0.4
ARIS
5690
Advanced Research Investment Solutions
California
$111M +$24.7M +29% 7.16% 13.1% 77 7.79% 0.7
Orca Investment Management
5691
Orca Investment Management
Oregon
$111M +$14.5M +15% 7.82% 122% 66 13.64% 4.3
4Thought Financial Group
5692
4Thought Financial Group
New York
$111M +$7.19M +7% 4.62% 37.6% 114 23.68% 0.2
JC
5693
JCSD Capital
California
$111M +$7.56M +7% 0.56% – 76 18.42% 1.1
Touchstone Capital
5694
Touchstone Capital
Pennsylvania
$111M +$1.34M +1% 5.68% – 16 12.5% 0.5
SCM
5695
Springhouse Capital Management
Connecticut
$111M +$10.2M +10% 2.31% 52% 25 32% 1
Atlassian
5696
Atlassian
California
$110M +$18.8M +20% 20.5% – 1 0% 0.5
VERITY Wealth Advisors
5697
VERITY Wealth Advisors
United States
$110M -$2.73M -2% 6.31% 59.9% 56 1.79% 2
Akaris Global Partners
5698
Akaris Global Partners
New York
$110M +$7.15M +7% 8.41% 35% 19 31.58% 0.7
Signature Wealth Management Partners
5699
Signature Wealth Management Partners
New Jersey
$110M +$5.88M +6% 6.51% 97.9% 113 13.27% 0.4
Mitchell Sinkler & Starr
5700
Mitchell Sinkler & Starr
Pennsylvania
$110M +$6.78M +7% 6.2% 85.6% 104 3.85% 4.4