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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)
BSWA
5851
Bromfield Sneider Wealth Advisors
Massachusetts
$162M +$14.1M +10% 5.89% – 104 4.81% 1.8
Albert D. Mason Inc
5852
Albert D. Mason Inc
Massachusetts
$162M +$10.7M +7% 7.42% 83.4% 162 6.79% 5.5
Onyx Financial Advisors
5853
Onyx Financial Advisors
Idaho
$162M +$24.8M +18% 7.09% 57.8% 15 13.33% 0.8
MN Wealth Advisors
5854
MN Wealth Advisors
Kansas
$162M +$16.5M +11% 7.45% 68.3% 101 13.86% 0.2
Herbst Group
5855
Herbst Group
Connecticut
$162M +$5.66M +4% 13.6% 142% 68 17.65% 1.7
Boulder Wealth Advisors
5856
Boulder Wealth Advisors
Colorado
$161M – – 10.4% – 23 – 0.8
HighMark Wealth Management
5857
HighMark Wealth Management
Minnesota
$161M +$25.8M +19% 7.62% 110% 623 16.37% 2.6
Family CFO
5858
Family CFO
California
$161M +$6.37M +4% 5.5% 89.6% 66 3.03% 1.9
Penbrook Management
5859
Penbrook Management
New York
$161M +$12.5M +8% 12.6% 107% 107 8.41% 5.5
Kessler Investment Group
5860
Kessler Investment Group
Indiana
$161M -$2.07M -1% 11.2% 251% 213 32.39% 2.3
IFS
5861
Intelligent Financial Strategies
Minnesota
$161M +$18.3M +13% 12.3% 63.5% 86 11.63% 1.9
Maryland Capital Advisors
5862
Maryland Capital Advisors
Maryland
$161M +$9.8M +6% 3.62% – 237 10.97% 1.9
Eagle Bluffs Wealth Management
5863
Eagle Bluffs Wealth Management
Missouri
$161M +$14.3M +10% 8.59% 95.5% 70 7.14% 1.7
Eight 31 Financial
5864
Eight 31 Financial
Texas
$161M -$2.18M -1% 6.57% – 88 18.18% 0.2
Econ Financial Services
5865
Econ Financial Services
Pennsylvania
$161M +$19M +13% 3.74% 16.9% 102 51.96% 0.5
Woodward Diversified Capital
5866
Woodward Diversified Capital
California
$161M +$1.83M +1% 7.37% 118% 166 14.46% 2
Indus Capital Partners
5867
Indus Capital Partners
New York
$161M +$10M +7% 8.99% 117% 6 16.67% 2.3
KCM
5868
Knoll Capital Management
Florida
$161M +$40M +33% 34.2% 258% 37 21.62% 1.6
Column Group
5869
Column Group
California
$161M +$9.16M +6% 43.6% 95.1% 7 14.29% 2.6
Emory University
5870
Emory University
Georgia
$160M -$1.25M -0.8% 1.27% – 9 33.33% 0.9
CAS
5871
CTC Alternative Strategies
Illinois
$160M +$112M +233% 13.6% 111% 196 96.94% 0
Blackhawk Capital Partners
5872
Blackhawk Capital Partners
Wisconsin
$160M +$12.8M +9% 8.16% 87.2% 109 27.52% 1.4
Aryeh Capital Management
5873
Aryeh Capital Management
Ontario, Canada
$160M -$5.09M -3% 10.9% 87.7% 10 20% 1.2
Family Asset Management
5874
Family Asset Management
South Carolina
$160M +$10.3M +7% 6.18% – 197 9.64% 1
Shared Vision Wealth Group
5875
Shared Vision Wealth Group
United States
$160M +$10.5M +7% 2.87% – 84 19.05% 0.2