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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)
Parker Financial
5776
Parker Financial
Washington
$127M +$9.7M +8% 5.54% 49.7% 45 26.67% 0.2
Register Financial Advisors
5777
Register Financial Advisors
Georgia
$127M -$29.5M -19% 6.08% 130% 867 45.1% 0.2
Beryl Capital Management
5778
Beryl Capital Management
California
$127M -$121M -49% 9.57% 3,932% 34 82.35% 0.1
Meritas Wealth Management
5779
Meritas Wealth Management
California
$127M +$6.07M +5% 5.61% 69.4% 45 13.33% 0.2
Paradigm Strategies in Wealth Management
5780
Paradigm Strategies in Wealth Management
Minnesota
$127M +$14.7M +13% 4.57% 41.2% 43 13.95% 1.6
Next Level Private
5781
Next Level Private
New York
$127M -$8.85M -7% 5.97% 95.9% 102 42.16% 0.6
Pension & Wealth Management Advisors
5782
Pension & Wealth Management Advisors
Massachusetts
$127M +$10.2M +9% 4.2% 49.9% 339 27.73% 0.2
GL
5783
GHE LLC
Tennessee
$127M +$20.5M +19% 27.3% 188% 55 0% 1.1
Privium Fund Management (UK)
5784
Privium Fund Management (UK)
United Kingdom
$127M -$4.82M -4% 9.88% 34.4% 76 43.42% 0.3
Piershale Financial Group
5785
Piershale Financial Group
Illinois
$127M +$6.25M +5% 1.06% 82% 314 10.19% 0.4
KC
5786
Kades & Cheifetz
Pennsylvania
$127M +$7.21M +6% 4.41% – 78 7.69% 0.2
Ewing Morris & Co Investment Partners
5787
Ewing Morris & Co Investment Partners
Ontario, Canada
$127M +$43.9M +53% 1.01% 63.5% 31 64.52% 0.4
Sebold Capital Management
5788
Sebold Capital Management
Illinois
$127M +$4.99M +4% 4.25% – 72 8.33% 0.2
Purus Wealth Management
5789
Purus Wealth Management
California
$127M +$16.5M +15% 16.3% 174% 114 7.89% 1.7
GCM
5790
Granby Capital Management
Florida
$127M -$8.35M -6% 3.28% 50% 29 41.38% 1.1
Eschler Asset Management
5791
Eschler Asset Management
United Kingdom
$127M +$73.8M +140% 15% 274% 82 54.88% 0.5
Cohen Investment Advisors
5792
Cohen Investment Advisors
New Hampshire
$126M +$6.46M +5% 7.52% 90.6% 78 2.56% 2.1
Birchcreek Wealth Management
5793
Birchcreek Wealth Management
Ohio
$126M +$14M +12% 6.35% 80.7% 144 25.69% 1.5
PWM
5794
Prosperity Wealth Management
California
$126M +$20.2M +19% 19.3% 175% 172 44.19% 0.2
Masso Torrence Wealth Management
5795
Masso Torrence Wealth Management
New Jersey
$126M +$788K +0.6% 11.6% 130% 99 17.17% 0.9
Heritage Wealth Partners
5796
Heritage Wealth Partners
Ohio
$126M +$17.3M +16% 0.27% – 59 50.85% 0.1
Cascade Investment Advisors
5797
Cascade Investment Advisors
Oregon
$126M +$6.13M +5% 6.73% 79.1% 240 56.67% 1.9
AFT
5798
Alpha Family Trust
California
$126M +$15.5M +14% 16.4% 215% 135 22.96% 0.4
ViaWealth
5799
ViaWealth
Kansas
$126M +$4.68M +4% 6.98% 77.2% 163 13.5% 0.2
Cohanzick Management
5800
Cohanzick Management
New York
$126M -$220M -64% 2.21% 1.18% 215 62.33% 0.7