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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)
Sectoral Asset Management
5926
Sectoral Asset Management
Quebec, Canada
$169M -$76.8M -31% 11.6% 168% 105 21.9% 2.4
Highlander Partners
5927
Highlander Partners
Texas
$169M +$18.9M +13% 9.69% 241% 43 13.95% 1.2
AlpInvest Partners
5928
AlpInvest Partners
Netherlands
$169M -$110M -39% 3.86% 138% 20 50% 1.1
Harbert Fund Advisors
5929
Harbert Fund Advisors
Alabama
$169M +$28.3M +20% 1.94% 70.8% 139 50.36% 0.8
CWMGP
5930
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$169M +$15.9M +10% 4.56% 75.9% 75 14.67% 1.7
Black Diamond Capital Management
5931
Black Diamond Capital Management
Connecticut
$169M +$3.39M +2% 0.51% 28.3% 13 15.38% 2.7
Yardley Wealth Management
5932
Yardley Wealth Management
Pennsylvania
$169M – – 5.33% – 41 – 0
One Plus One Wealth Management
5933
One Plus One Wealth Management
Florida
$169M -$6.19M -4% 5.37% 71.9% 97 14.43% 2.2
Keyes Stange & Wooten Wealth Management
5934
Keyes Stange & Wooten Wealth Management
Florida
$169M +$24.8M +17% 6.22% – 71 9.86% 0.7
Foresight Capital Management Advisors
5935
Foresight Capital Management Advisors
Michigan
$169M +$20.8M +14% 8.48% 100% 87 17.24% 1
LFWA
5936
LBJ Family Wealth Advisors
Texas
$169M +$9.38M +6% 6.9% 64.9% 29 6.9% 6.3
Pivotal bioVenture Partners Investment Advisor
5937
Pivotal bioVenture Partners Investment Advisor
California
$168M +$38.4M +30% 24.8% 667% 12 25% 2.3
Mainsail Financial Group
5938
Mainsail Financial Group
Washington
$168M -$1.42M -0.8% 4.04% 61.9% 54 9.26% 1.5
TLW Wealth Management
5939
TLW Wealth Management
Florida
$168M +$7.86M +5% 6.25% 98.3% 21 9.52% 3.9
II
5940
Ironclad Investments
Florida
$168M +$8.71M +5% 5.46% – 3 0% 0.8
FreeGulliver LLC
5941
FreeGulliver LLC
Louisiana
$168M +$22.1M +15% 6.41% – 96 23.96% 0.5
Horizon Financial Services
5942
Horizon Financial Services
North Carolina
$168M +$10.1M +6% 5.15% 39.5% 287 13.24% 0.8
Absolute Capital Management
5943
Absolute Capital Management
Pennsylvania
$168M +$2.98M +2% 4.97% 98.2% 121 24.79% 1
TFG
5944
Team Financial Group
California
$168M +$12.5M +8% 5.47% 42.4% 36 8.33% 0.8
Fairfield, Bush & Co
5945
Fairfield, Bush & Co
Connecticut
$168M +$1.25M +0.7% 3.89% 112% 119 13.45% 6.3
Threadgill Financial
5946
Threadgill Financial
Texas
$168M -$45.2M -21% 7.38% 49.3% 55 25.45% 1.3
WPEP
5947
Walnut Private Equity Partners
Nebraska
$168M +$10.6M +7% 10.2% 48% 16 12.5% 6.3
Planning Directions
5948
Planning Directions
Pennsylvania
$168M +$21.1M +14% 6.89% 46.3% 84 19.05% 3
Wrenne Financial Planning
5949
Wrenne Financial Planning
Kentucky
$168M +$22.8M +16% 7.59% – 46 13.04% 0.5
E Fund Management (HK)
5950
E Fund Management (HK)
Hong Kong
$168M +$4.61M +3% 10% 163% 176 25% 0.6