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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)
TIA
5876
Trust Investment Advisors
Indiana
$104M -$18.7M -15% 11.9% 167% 99 17.17% 3.3
VWMG
5877
Virginia Wealth Management Group
Virginia
$104M -$7.72M -7% 10.4% 49.4% 62 8.06% 0.5
KAM
5878
Kraft Asset Management
Tennessee
$104M +$7.88M +8% 12.4% 41% 30 50% 0.3
WCM
5879
Washington Capital Management
Washington
$104M -$17.2M -14% 12.7% 76.9% 121 29.75% 2.5
SFP
5880
Strategic Financial Planning
Texas
$104M -$16.4M -14% 14.5% 47.5% 35 20% 2.1
DI
5881
DRH Investments
California
$104M -$40.9M -28% 19.5% 81.2% 15 46.67% 1
SCA
5882
Sander Capital Advisors
Washington
$104M -$98M -49% 19.5% 68.8% 15 33.33% 2.6
LWM
5883
Long Walk Management
Connecticut
$104M -$23.7M -19% 33.5% 302% 6 16.67% 0.6
HCCM
5884
Hudson Canyon Capital Management
New York
$104M -$22.9M -18% 18.5% 160% 59 11.86% 1.3
AI
5885
Acuitas Investments
Washington
$104M -$2.71M -3% 16.8% 145% 46 41.3% 0.7
AIM
5886
Aurora Investment Managers
Florida
$104M -$30.9M -23% 21.3% 74.4% 53 11.32% 0.9
WSWA
5887
Warren Street Wealth Advisors
California
$104M -$11M -10% 13.1% 75.7% 64 25% 0.4
MIM
5888
Merrion Investment Management
New Jersey
$103M -$33.5M -24% 15.7% 161% 100 12% 1.3
KLC
5889
Knowledge Leaders Capital
Colorado
$103M -$36.2M -26% 6.72% 51.6% 143 51.75% 1.1
FPW
5890
Flagship Private Wealth
Massachusetts
$103M -$18.9M -16% 14% 62.7% 76 9.21% 1.3
BA
5891
Bluesphere Advisors
Pennsylvania
$103M -$15.2M -13% 17% 93.4% 97 20.62% 1.2
MCAV
5892
Meritech Capital Associates VI
California
$103M -$37.6M -27% 23.7% – 6 0% 0.5
VWA
5893
VERITY Wealth Advisors
United States
$103M -$10.3M -9% 13.2% 59.9% 72 19.44% 2.4
FCC
5894
Flower City Capital
New York
$103M -$16.7M -14% 11.5% 69.5% 32 12.5% 0.4
BRC
5895
Bishop Rock Capital
New York
$103M -$149M -59% 13.6% 35.4% 30 30% 3.1
SONA Asset Management (US)
5896
SONA Asset Management (US)
New York
$103M -$72.3M -41% 1.41% 41% 357 33.89% 0.3
PP
5897
PFS Partners
New Jersey
$103M -$12.9M -11% 11.1% 63.2% 368 7.07% 0.5
WFS
5898
Walker Financial Services
Kentucky
$103M -$6.2M -6% 8.07% 18.9% 31 32.26% 0.2
NCMW
5899
Northern Capital Management (Washington)
Washington
$103M -$19.5M -16% 15.4% 80% 42 11.9% 1.3
HWA
5900
Hilltop Wealth Advisors
North Carolina
$103M -$14.8M -13% 16.1% 58.3% 33 18.18% 1.9