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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)
Riverwater Partners
5851
Riverwater Partners
Wisconsin
$117M +$17M +17% 12.6% 110% 219 23.74% 0.6
Paladin Advisory Group
5852
Paladin Advisory Group
Iowa
$117M +$7.38M +7% – 71.9% 279 5.02% 0.5
EFH
5853
Eaton Financial Holdings
Florida
$117M – – 7.73% – 68 – 0
Verity Asset Management
5854
Verity Asset Management
North Carolina
$117M +$20M +21% 10.2% 79.7% 209 34.45% 2.3
Leverty Financial Group
5855
Leverty Financial Group
Wisconsin
$117M +$13.5M +13% 8.91% 57.3% 30 23.33% 0.8
Aristotle Pacific Capital
5856
Aristotle Pacific Capital
California
$117M +$52.7M +82% 1.77% 1.84% 7 14.29% 1.4
Pension & Wealth Management Advisors
5857
Pension & Wealth Management Advisors
Massachusetts
$117M – – 7.29% 49.9% 264 – 0
GEM Asset Management
5858
GEM Asset Management
Michigan
$117M – – 8.34% 62.9% 71 – 0
Cadence Wealth Management
5859
Cadence Wealth Management
Massachusetts
$117M +$10.2M +10% 11.2% 56.4% 30 16.67% 1.4
Wolff Wiese Magana
5860
Wolff Wiese Magana
California
$117M -$7.81M -6% 8.26% 149% 1,011 28.98% 1.5
Woodward Financial Advisors
5861
Woodward Financial Advisors
North Carolina
$117M +$9.7M +9% 7.6% 55% 44 2.27% 0.9
Phoenician Capital
5862
Phoenician Capital
New York
$117M +$6.53M +6% 0.01% 41.1% 13 7.69% 2.1
Samson Rock Capital
5863
Samson Rock Capital
United Kingdom
$117M -$16.7M -12% 28.6% 166% 55 92.73% 0.1
PACK Private Wealth
5864
PACK Private Wealth
Minnesota
$117M +$10.3M +10% 9.13% 52.8% 37 10.81% 0.9
Divco West Real Estate Services
5865
Divco West Real Estate Services
California
$116M – – 9.47% 22.3% 6 – 0
Crestwood Capital Management
5866
Crestwood Capital Management
New York
$116M +$7.37M +7% 3.31% 203% 15 26.67% 2.7
Robinson Value Management
5867
Robinson Value Management
Texas
$116M +$15.9M +16% 10.8% 79.3% 94 27.66% 2.8
Lynch Asset Management
5868
Lynch Asset Management
Pennsylvania
$116M +$4.73M +4% 10.3% 214% 54 9.26% 0.9
Trellis Wealth Advisors
5869
Trellis Wealth Advisors
California
$116M – – 9.74% 62.2% 29 – 0
Meredith Wealth Planning
5870
Meredith Wealth Planning
Illinois
$116M – – 11.4% 66.5% 60 – 0
Crystal Rock Capital Management
5871
Crystal Rock Capital Management
Illinois
$116M +$19M +20% 10.8% 164% 29 20.69% 4.3
S2L
5872
Sparta 24 Ltd
Israel
$116M – – 10.1% 83.7% 13 – 0
Systrade
5873
Systrade
Liechtenstein
$116M – – 16.3% 152% 9 – 0
Chicago Wealth Management
5874
Chicago Wealth Management
Illinois
$116M +$11.6M +11% 6.33% 134% 43 32.56% 1.2
CVS Health
5875
CVS Health
Rhode Island
$116M +$11.9M +11% 11.6% 48.7% 7 14.29% 0.9