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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
5801
Bluesphere Advisors
Pennsylvania
$201M +$25.8M +15% 14.2% 105% 96 14.58% 2.4
Bullseye Asset Management
5802
Bullseye Asset Management
Colorado
$201M +$15.5M +8% 12.6% 81% 68 16.18% 3.4
DCM
5803
Dudley Capital Management
Virginia
$200M +$9.41M +5% 11.7% 129% 139 15.11% 1.9
Donald L. Hagan LLC
5804
Donald L. Hagan LLC
Florida
$200M +$8.6M +4% 5.61% 47.9% 99 18.18% 3.3
Shared Vision Wealth Group
5805
Shared Vision Wealth Group
United States
$200M +$17.1M +9% 5.59% – 86 12.79% 1.2
Jackson Hill Advisors
5806
Jackson Hill Advisors
Texas
$200M +$17.4M +10% 7.81% 61.2% 13 15.38% 2.5
Oakcliff Capital Partners
5807
Oakcliff Capital Partners
New York
$200M +$10.3M +5% 15% 133% 10 20% 5
Byrne Financial Freedom
5808
Byrne Financial Freedom
Massachusetts
$200M +$24M +14% 17.1% – 104 10.58% 0.5
American Capital Advisory
5809
American Capital Advisory
Idaho
$200M +$14.5M +8% 9.5% 69% 1,015 36.16% 0.7
Family CFO
5810
Family CFO
California
$200M +$17.4M +10% 8.26% 84% 91 29.67% 2
EntryPoint Capital
5811
EntryPoint Capital
New York
$200M -$19M -9% 8.35% – 864 56.25% 0.4
WestBridge Capital Management
5812
WestBridge Capital Management
Mauritius
$199M +$17.2M +9% 5.67% 33.3% 1 0% 3
Compass Financial Group (Florida)
5813
Compass Financial Group (Florida)
Florida
$199M +$4.75M +2% 6.99% 44.1% 40 10% 4.2
Adalta Capital Management
5814
Adalta Capital Management
New York
$199M +$11.5M +6% 9.87% 80.4% 105 11.43% 4.1
Sphera Management Technology Funds
5815
Sphera Management Technology Funds
Israel
$199M +$44.9M +29% 26.7% – 78 30.77% 0.4
UFAC
5816
Urban Financial Advisory Corp
Illinois
$199M +$18M +10% 8.33% – 53 11.32% 1
Absolute Capital Management
5817
Absolute Capital Management
Pennsylvania
$199M +$26M +15% 11.2% 98.2% 131 16.03% 1.4
Finley Financial
5818
Finley Financial
Nevada
$199M +$19.4M +11% 11.1% – 122 0.82% 0.5
Wealthcare Capital Partners
5819
Wealthcare Capital Partners
Pennsylvania
$199M +$4.42M +2% 3.75% – 149 18.12% 0.4
Blue Sky Capital Consultants Group
5820
Blue Sky Capital Consultants Group
California
$199M +$45.9M +30% 26.4% – 63 20.63% 0.4
LA
5821
Latitude Advisors
Florida
$199M +$26.8M +16% 9.36% 79.6% 214 17.76% 2.4
Spectrum Strategic Capital Management
5822
Spectrum Strategic Capital Management
Oregon
$199M +$39.3M +25% 11% 85.6% 48 35.42% 0.8
Summit Place Financial Advisors
5823
Summit Place Financial Advisors
New Jersey
$199M +$21.6M +12% 13.8% 111% 100 17% 3.3
Boxer Capital Management
5824
Boxer Capital Management
California
$199M -$134M -40% 90% – 36 66.67% 0.3
Horizon Bancorp
5825
Horizon Bancorp
Indiana
$199M +$21.7M +12% 5.71% 33.4% 217 16.13% 2.7