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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)
Stegner Investment Associates
5876
Stegner Investment Associates
Kentucky
$104M -$22.8M -18% 18.3% 84.8% 21 14.29% 1.5
Trust Investment Advisors
5877
Trust Investment Advisors
Indiana
$104M -$18.7M -15% 11.9% 178% 99 17.17% 3.3
Virginia Wealth Management Group
5878
Virginia Wealth Management Group
Virginia
$104M -$7.72M -7% 10.4% 49.4% 62 8.06% 0.5
Kraft Asset Management
5879
Kraft Asset Management
Tennessee
$104M +$7.88M +8% 12.4% 41% 30 50% 0.3
Washington Capital Management
5880
Washington Capital Management
Washington
$104M -$17.2M -14% 12.7% 81.8% 121 29.75% 2.5
Strategic Financial Planning
5881
Strategic Financial Planning
Texas
$104M -$16.4M -14% 14.5% 47.5% 35 20% 2.1
DRH Investments
5882
DRH Investments
California
$104M -$40.9M -28% 19.5% 81.2% 15 46.67% 1
SCA
5883
Sander Capital Advisors
Washington
$104M -$98M -49% 19.5% 113% 15 33.33% 2.6
Long Walk Management
5884
Long Walk Management
Connecticut
$104M -$23.7M -19% 33.5% 302% 6 16.67% 0.6
Hudson Canyon Capital Management
5885
Hudson Canyon Capital Management
New York
$104M -$22.9M -18% 18.5% 160% 59 11.86% 1.3
Acuitas Investments
5886
Acuitas Investments
Washington
$104M -$2.71M -3% 16.8% 145% 46 41.3% 0.7
Aurora Investment Managers
5887
Aurora Investment Managers
Florida
$104M -$30.9M -23% 21.3% 74.4% 53 11.32% 0.9
Warren Street Wealth Advisors
5888
Warren Street Wealth Advisors
California
$104M -$11M -10% 13.1% 75.7% 64 25% 0.4
Merrion Investment Management
5889
Merrion Investment Management
New Jersey
$103M -$33.5M -24% 15.7% 161% 100 12% 1.3
KLC
5890
Knowledge Leaders Capital
Colorado
$103M -$36.2M -26% 6.72% 51.6% 143 51.75% 1.1
Flagship Private Wealth
5891
Flagship Private Wealth
Massachusetts
$103M -$18.9M -16% 14% 62.7% 76 9.21% 1.3
Bluesphere Advisors
5892
Bluesphere Advisors
Pennsylvania
$103M -$15.2M -13% 17% 105% 97 20.62% 1.2
Meritech Capital Associates VI
5893
Meritech Capital Associates VI
California
$103M -$37.6M -27% 23.7% – 6 0% 0.5
VERITY Wealth Advisors
5894
VERITY Wealth Advisors
United States
$103M -$10.3M -9% 13.2% 59.9% 72 19.44% 2.4
Flower City Capital
5895
Flower City Capital
New York
$103M -$16.7M -14% 11.5% 69.5% 32 12.5% 0.4
Bishop Rock Capital
5896
Bishop Rock Capital
New York
$103M -$149M -59% 13.6% 35.4% 30 30% 3.1
SONA Asset Management (US)
5897
SONA Asset Management (US)
New York
$103M -$72.3M -41% 1.41% 41% 357 33.89% 0.3
PFS Partners
5898
PFS Partners
New Jersey
$103M -$12.9M -11% 11.1% 65.2% 368 7.07% 0.5
Walker Financial Services
5899
Walker Financial Services
Kentucky
$103M -$6.2M -6% 8.07% 18.9% 31 32.26% 0.2
Northern Capital Management (Washington)
5900
Northern Capital Management (Washington)
Washington
$103M -$19.5M -16% 15.4% 80% 42 11.9% 1.3