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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)
MOR Wealth Management
5826
MOR Wealth Management
Pennsylvania
$251M +$33.2M +15% 14.8% – 136 34.56% 0.3
Client First Capital
5827
Client First Capital
California
$251M +$20.6M +9% 11.2% 54.6% 29 6.9% 1.7
Aufman Associates
5828
Aufman Associates
Pennsylvania
$251M +$47M +23% 40.1% 141% 69 8.7% 3.6
CWMG
5829
Compass Wealth Management (Georgia)
Georgia
$251M +$16.8M +7% 12.5% – 76 7.89% 0.8
LTS One Management
5830
LTS One Management
New York
$251M +$12.2M +5% 20.9% 67.9% 23 30.43% 0.8
Abound Financial
5831
Abound Financial
California
$251M +$21.9M +10% 12.1% – 309 12.3% 0.7
LA
5832
Latitude Advisors
Florida
$251M +$32.5M +15% 13.9% 79.6% 249 18.47% 2.6
Ballast Asset Management
5833
Ballast Asset Management
Texas
$251M +$26M +12% 18% 123% 55 9.09% 2
Keyes Stange & Wooten Wealth Management
5834
Keyes Stange & Wooten Wealth Management
Florida
$251M +$26.6M +12% 9.52% 61.3% 78 14.1% 1.8
Sherborne Investors Management
5835
Sherborne Investors Management
New York
$251M +$9.7M +4% 4.03% 54.2% 1 0% 3.5
PK
5836
Pflug Koory
Nebraska
$250M +$32.1M +15% 22.7% – 429 3.03% 6.5
DCM
5837
Dudley Capital Management
Virginia
$250M +$23.6M +10% 14.2% 129% 157 16.56% 2.3
MW Advisory
5838
MW Advisory
Georgia
$250M – – 18.4% – 139 – 0
Quadratic Capital Management
5839
Quadratic Capital Management
Connecticut
$250M -$133M -35% 0.4% 0.6% 2 0% 5.1
Jupiter Wealth Management
5840
Jupiter Wealth Management
Colorado
$250M -$3.03M -1% 15.1% 99.2% 97 11.34% 3.2
Bernzott Capital Advisors
5841
Bernzott Capital Advisors
California
$250M +$41.2M +20% 17.6% 46.2% 40 17.5% 2.9
Matisse Capital
5842
Matisse Capital
Oregon
$250M +$15.3M +7% 15.8% 73.3% 179 20.11% 2.5
Level Wealth Management
5843
Level Wealth Management
North Carolina
$250M +$36.2M +17% 9.28% – 73 12.33% 1.1
Brogan Financial
5844
Brogan Financial
Tennessee
$250M +$22.2M +10% 9.3% 46.4% 64 12.5% 2.4
Fox Hill Wealth Management
5845
Fox Hill Wealth Management
Massachusetts
$249M +$41.5M +20% 33.3% – 131 19.08% 1.7
Mirabaud & Cie
5846
Mirabaud & Cie
Switzerland
$249M +$3.5M +1% 30.8% 151% 60 21.67% 1.7
Rockingstone Advisors
5847
Rockingstone Advisors
Massachusetts
$249M +$31.1M +14% 16.1% 114% 119 8.4% 2.6
VM
5848
VPR Management
Texas
$249M -$1.21M -0.5% 0.73% 54.5% 66 1.52% 3.7
RSC
5849
Rising Stella Capital
$249M +$35.4M +17% 17.9% – 3 0% 0.5
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
5850
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$249M +$55.2M +29% 33.1% 133% 157 10.83% 2.8