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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)
BHCM
5776
Boulder Hill Capital Management
New York
$120M -$11.3M -9% 13.5% – 245 94.69% 0
Family Asset Management
5777
Family Asset Management
South Carolina
$120M – – 7.38% – 164 – 0
Green Alpha Advisors
5778
Green Alpha Advisors
Colorado
$120M +$2.33M +2% 3.96% 316% 149 8.72% 1.5
Fairfield University
5779
Fairfield University
Connecticut
$120M +$4.05M +3% 7.72% 61.9% 4 0% 5.6
Western Pacific Wealth Management
5780
Western Pacific Wealth Management
Illinois
$120M +$19.6M +19% 25.8% 91.4% 302 25.17% 0.6
Fortress Wealth Management
5781
Fortress Wealth Management
California
$120M +$21.8M +22% 9.49% 52.1% 59 15.25% 0.7
Caligan Partners
5782
Caligan Partners
New York
$120M – – 21.7% 2,628% 11 – 0
Cascade Investment Advisors
5783
Cascade Investment Advisors
Oregon
$120M +$3.77M +3% 11.3% 71.4% 112 8.04% 3.9
Asset Planning Corporation
5784
Asset Planning Corporation
Tennessee
$120M +$13.2M +12% 8.04% 44.5% 39 15.38% 1.5
Syntax Advisors
5785
Syntax Advisors
New York
$120M +$3.07M +3% 11.2% – 234 17.52% 0.9
Alliance Wealth Advisors (Pennsylvania)
5786
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$120M +$12.6M +12% 10.1% 74.4% 116 9.48% 1.6
W Advisors LLC
5787
W Advisors LLC
Tennessee
$120M +$12.6M +12% 10.4% 73.8% 110 16.36% 0.8
Cohen Investment Advisors
5788
Cohen Investment Advisors
New Hampshire
$120M +$11.1M +10% 10.3% 90.6% 76 1.32% 1.9
Colorado Capital Management
5789
Colorado Capital Management
Colorado
$120M +$4.31M +4% 5.26% 60.4% 76 6.58% 5.2
General Motors Holdings
5790
General Motors Holdings
Michigan
$120M -$77.5M -39% 38.2% 4.78% 3 0% 0.9
Wealth Management Partners
5791
Wealth Management Partners
Arizona
$120M +$6.1M +5% 6.95% 194% 102 14.71% 1.6
Oracle Investment Management
5792
Oracle Investment Management
Connecticut
$120M -$56.2M -32% 25.3% 865% 32 50% 2.9
Beacon Investment Advisors
5793
Beacon Investment Advisors
Maryland
$120M – – 10.6% 96.4% 126 – 0
Flynn Zito Capital Management
5794
Flynn Zito Capital Management
New York
$120M +$18.8M +19% 7.05% 97.3% 81 29.63% 0.4
CC
5795
Codex Capital
New York
$120M +$3.03M +3% 6.35% 84.4% 37 0% 1.8
KC
5796
Kades & Cheifetz
Pennsylvania
$120M – – 5.71% – 74 – 0
CP
5797
CPV Partners
Connecticut
$120M -$43.9M -27% 18.2% 105% 6 0% 2
Solstein Capital
5798
Solstein Capital
California
$120M +$6.02M +5% 5.74% 91.4% 320 16.25% 1.6
TFB Advisors
5799
TFB Advisors
Kansas
$119M – – 6.72% 80.4% 126 – 0
LLTP
5800
Lion Long Term Partners
Cayman Islands
$119M – – 31.9% – 2 – 0