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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)
Adalta Capital Management
5726
Adalta Capital Management
New York
$188M -$3.73M -2% 1.15% 80.4% 107 13.08% 3.9
Trust Company of Kansas
5727
Trust Company of Kansas
Kansas
$188M -$20.5M -10% 4.33% 100% 60 15% 3
FA
5728
FAI Advisors
Michigan
$188M -$35.2M -16% 1.46% – 179 16.2% 0.2
Sunpointe
5729
Sunpointe
Missouri
$188M -$11.3M -6% 2.32% 122% 202 11.88% 0.9
LI
5730
Latigo Investments
Florida
$188M -$9.01M -5% 0.15% 62.6% 18 5.56% 2.9
Proactive Wealth Strategies
5731
Proactive Wealth Strategies
Georgia
$188M -$4.4M -2% 3.75% – 133 6.02% 0.5
DCM Advisors
5732
DCM Advisors
New York
$187M -$25.7M -12% 1.24% 99.3% 39 10.26% 3.4
New Perspectives Inc
5733
New Perspectives Inc
Mississippi
$187M +$826K +0.4% 2.53% – 41 21.95% 2
MRA Advisory Group
5734
MRA Advisory Group
New Jersey
$187M -$1.35M -0.7% 2.19% 86.8% 153 34.64% 1.9
Wildcat Capital Management
5735
Wildcat Capital Management
New York
$187M -$65.3M -26% 29.3% 77.7% 10 40% 2.9
Greykasell Wealth Strategies
5736
Greykasell Wealth Strategies
California
$187M +$7.3M +4% 1.69% – 344 65.41% 0.1
Masso Torrence Wealth Management
5737
Masso Torrence Wealth Management
New Jersey
$187M -$3.04M -2% 6.11% 130% 113 24.78% 1.8
Avaii Wealth Management
5738
Avaii Wealth Management
Wisconsin
$187M -$15.9M -8% 3.16% 100% 140 20% 1.7
Capricorn Fund Managers
5739
Capricorn Fund Managers
United Kingdom
$187M -$37.6M -17% 3.42% 173% 72 41.67% 1
Tower Wealth Partners
5740
Tower Wealth Partners
Pennsylvania
$187M -$4.08M -2% 2.2% 53.7% 82 13.41% 2.2
Clarus Wealth Advisors
5741
Clarus Wealth Advisors
Arizona
$187M -$13.8M -7% 3.95% 89.7% 138 50% 2.5
Motive Wealth Advisors
5742
Motive Wealth Advisors
Michigan
$187M +$754K +0.4% 1.04% 73.4% 79 15.19% 2.3
Blue Door Asset Management
5743
Blue Door Asset Management
Connecticut
$187M -$83.2M -31% 8.75% 127% 24 50% 1.1
Emprise Bank
5744
Emprise Bank
Kansas
$187M +$9.8M +6% 0.74% – 107 14.02% 0.9
Nvest Financial
5745
Nvest Financial
New Hampshire
$187M -$10.2M -5% 0.29% 92.8% 113 17.7% 1.7
Stash Investments
5746
Stash Investments
New York
$187M +$9.6M +5% 0.06% 40.7% 5 0% 1.3
Pragma Gestao de Patrimonio
5747
Pragma Gestao de Patrimonio
Brazil
$187M +$5.39M +3% 0.92% 75.2% 24 50% 0.9
New Vernon Capital Holdings II
5748
New Vernon Capital Holdings II
New Jersey
$187M +$41.3M +28% 0.08% 114% 87 48.28% 1.3
5T Wealth
5749
5T Wealth
California
$187M +$3.73M +2% 0.1% – 103 10.68% 0.2
Threadgill Financial
5750
Threadgill Financial
Texas
$187M -$1.47M -0.8% 4.99% 49.3% 51 21.57% 1.6