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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)
STAR Financial Bank
5901
STAR Financial Bank
Indiana
$245M +$33.5M +16% 9.82% 53.4% 116 16.38% 2.1
Avondale Wealth Management
5902
Avondale Wealth Management
Texas
$245M +$41.8M +21% 15.4% 83.8% 74 14.86% 3.8
Westbourne Investments
5903
Westbourne Investments
Virginia
$245M +$34.9M +17% 31.2% – 169 28.4% 0.9
IGYL
5904
I.G.Y. Ltd
United Kingdom
$245M +$9.9M +4% 5.02% 80.5% 3 0% 6.3
GBI
5905
GP Brinson Investments
Illinois
$245M +$24.6M +11% 10.9% 51.2% 14 0% 4.3
Enterprise Financial Services Corp (EFSC)
5906
Enterprise Financial Services Corp (EFSC)
Missouri
$245M +$47.6M +24% 25.6% 100% 197 21.83% 6.5
Sentinel Advisory Group
5907
Sentinel Advisory Group
Wisconsin
$245M +$39.7M +19% 12.9% – 61 14.75% 0.2
AmeriFlex Group
5908
AmeriFlex Group
Nevada
$245M +$47.1M +24% 20.7% – 1,624 34.85% 0.8
Forte Asset Management
5909
Forte Asset Management
New York
$245M +$16.8M +7% 10.2% 57.7% 79 6.33% 2.4
C.M. Bidwell & Associates
5910
C.M. Bidwell & Associates
Hawaii
$245M +$30.5M +14% 13.6% 70.6% 554 23.65% 3.5
Spectrum Investment Advisors
5911
Spectrum Investment Advisors
Wisconsin
$245M +$43.3M +22% 10.5% – 77 41.56% 0.8
P. Schoenfeld Asset Management (PSAM)
5912
P. Schoenfeld Asset Management (PSAM)
New York
$244M +$60.4M +33% 24.3% 367% 46 50% 0.7
Ravenstone Capital Management
5913
Ravenstone Capital Management
$244M +$44.2M +22% 15.2% 63% 68 38.24% 2.4
HRC Wealth Management
5914
HRC Wealth Management
Idaho
$244M +$32.8M +15% 15.5% 82.2% 66 12.12% 1.7
Aspect Management
5915
Aspect Management
California
$244M +$20.9M +9% 9.34% – 1 0% 0.5
Innova Wealth Partners
5916
Innova Wealth Partners
Pennsylvania
$244M +$33.1M +16% 10% 72.5% 193 20.73% 1
Potentia Wealth
5917
Potentia Wealth
California
$244M -$14.8M -6% 14% – 97 46.39% 1
Dover Advisors
5918
Dover Advisors
Virginia
$244M +$2.51M +1% 10.1% 65% 167 13.17% 2.2
Dynamo Internacional Gestao de Recursos
5919
Dynamo Internacional Gestao de Recursos
Brazil
$244M -$47.4M -16% 4.96% 34.1% 7 42.86% 3
8VC AI Fund I MM
5920
8VC AI Fund I MM
Texas
$244M – – 6.16% – 1 – 0
Trademark Financial Management
5921
Trademark Financial Management
Minnesota
$244M +$40M +20% 13.1% 67.5% 116 19.83% 1.5
Leicht Financial Planning & Wealth Management
5922
Leicht Financial Planning & Wealth Management
New Jersey
$244M +$23.6M +11% 10.5% 46.3% 17 17.65% 3.5
Georgetown University
5923
Georgetown University
District of Columbia
$244M +$23.1M +10% 13.3% 79.9% 11 0% 4.2
SHFP
5924
Second Half Financial Partners
Florida
$244M +$21.8M +10% 10.1% 36.8% 122 31.97% 1.3
Sterling Group Wealth Management
5925
Sterling Group Wealth Management
California
$244M +$32.3M +15% 14.9% 67.7% 68 23.53% 1.5