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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)
Private Client Services
5901
Private Client Services
Kentucky
$186M +$109K +0.1% 0.52% 72% 197 19.8% 0.6
Sellwood Investment Partners
5902
Sellwood Investment Partners
Oregon
$186M – – 1.81% – 55 – 0
Wafra Inc
5903
Wafra Inc
New York
$186M -$52.7M -22% 21.4% 45.9% 2 0% 2.8
Shore Point Advisors
5904
Shore Point Advisors
New Jersey
$186M -$794K -0.4% 2.73% 54.6% 65 4.62% 1.9
University of Massachusetts Foundation
5905
University of Massachusetts Foundation
Massachusetts
$186M -$47.2M -20% 1.64% 53.6% 4 0% 4.6
Curio Wealth
5906
Curio Wealth
Maryland
$186M – – 1.89% – 304 – 0
Resolute Capital Asset Partners
5907
Resolute Capital Asset Partners
Colorado
$186M -$6.25M -3% 10.8% 657% 48 62.5% 0.5
Carolina Wealth Advisors
5908
Carolina Wealth Advisors
South Carolina
$186M -$10.7M -5% 0.44% 62% 362 23.76% 2
ACA
5909
Acorn Capital Advisors
New York
$186M – – 4.13% – 21 – 0
Banque de Luxembourg
5910
Banque de Luxembourg
Luxembourg
$186M – – 1.38% – 82 – 0
ACT Advisors
5911
ACT Advisors
North Carolina
$186M -$26.1M -12% 1.25% 75.4% 65 30.77% 1.3
Aventura Private Wealth
5912
Aventura Private Wealth
Florida
$186M – – 3.94% – 757 – 0
Black Diamond Capital Management
5913
Black Diamond Capital Management
Connecticut
$186M +$16.9M +10% 6.18% 28.3% 15 26.67% 2.4
Castleview Partners
5914
Castleview Partners
Texas
$186M +$12.3M +7% 1.19% 61.3% 623 19.58% 2.1
Optivise Advisory Services
5915
Optivise Advisory Services
Tennessee
$186M -$4.49M -2% 1.54% – 191 22.51% 0.4
Vantage Point Financial
5916
Vantage Point Financial
Illinois
$186M – – 1% – 122 – 0
626 Financial
5917
626 Financial
Michigan
$185M +$4.77M +3% 1.84% 81.1% 117 7.69% 2.9
Retirement Financial Solutions
5918
Retirement Financial Solutions
Tennessee
$185M -$42.9M -19% 2.05% 52.5% 40 7.5% 1.5
R.W. Roge & Company
5919
R.W. Roge & Company
New York
$185M -$1.82M -1% 0.12% 76.3% 51 7.84% 2.9
AmeriServ Wealth Advisors
5920
AmeriServ Wealth Advisors
Pennsylvania
$185M – – 1.17% – 63 – 3.2
Sightline Wealth Advisors
5921
Sightline Wealth Advisors
Connecticut
$185M +$3.84M +2% 1.68% 48.5% 90 10% 2
Ivy Lane Capital Management
5922
Ivy Lane Capital Management
Florida
$185M +$8.26M +5% 7.86% 101% 12 0% 1.8
MYeCFO
5923
MYeCFO
California
$185M +$674K +0.4% 0.83% 58.5% 58 3.45% 1.6
SMP
5924
Santa Monica Partners
Florida
$185M +$15.4M +9% 9.84% 102% 19 21.05% 5.6
Marmo Financial Group
5925
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 0.22% 47.5% 28 3.57% 1.3