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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)
Transparent Wealth Partners
5951
Transparent Wealth Partners
Arkansas
$133M – – 9.15% – 28 – 0
Banco BTG Pactual
5952
Banco BTG Pactual
Brazil
$133M -$120M -47% 2.28% 135% 125 76% 0.6
SC
5953
Schiavi & Co
Delaware
$133M +$9.9M +8% 1.84% 41.4% 15 26.67% 0.6
YC
5954
Yunqi Capital
Hong Kong
$133M – – 4.24% 71.4% 6 – 0
KCM
5955
Key Colony Management
Arkansas
$133M – – 4.23% 113% 9 – 1.1
Fortress Wealth Management
5956
Fortress Wealth Management
California
$133M – – 5.35% 52.1% 56 – 0
Melone Private Wealth
5957
Melone Private Wealth
Michigan
$133M – – 3.75% 30.4% 59 – 0
MA
5958
McBroom & Associates
Nevada
$133M – – 15.3% 148% 30 – 0
BI
5959
Blooom Inc
Kansas
$133M +$12.2M +10% 16.2% – 50 18% 0.8
Rosenthal Henry Capital Advisors
5960
Rosenthal Henry Capital Advisors
Indiana
$133M +$465K +0.4% 8% 80.2% 51 27.45% 2.8
ETF Store
5961
ETF Store
Kansas
$133M – – 5.17% 61% 83 – 0
Cynosure Group
5962
Cynosure Group
Utah
$133M +$3.04M +2% 13.5% 63% 22 0% 2
MAM
5963
Marketfield Asset Management
New York
$133M +$6.16M +5% 10.7% 61.5% 39 12.82% 3.4
WF
5964
Williams Financial
Vermont
$133M +$17M +15% 2.54% 33.1% 37 21.62% 0.7
Element Wealth
5965
Element Wealth
Mississippi
$132M +$7.06M +6% 6.4% 59.6% 192 4.69% 1.4
Tanager Wealth Management
5966
Tanager Wealth Management
United Kingdom
$132M – – 5.76% 53.4% 42 – 0
Phoenix Wealth Advisors
5967
Phoenix Wealth Advisors
North Carolina
$132M -$1.5M -1% 9.28% 68.8% 376 68.09% 0.9
CM
5968
CM Management
Florida
$132M -$1.72M -1% 0.55% 110% 103 27.18% 0.7
Islay Capital Management
5969
Islay Capital Management
Texas
$132M +$2.33M +2% 7.39% 72% 335 28.96% 1.2
CNFG
5970
Creegan & Nassoura Financial Group
New Hampshire
$132M +$14.9M +13% 10% 52.6% 77 2.6% 4.6
JCA
5971
Jade Capital Advisors
New Jersey
$132M -$39M -23% 3.25% 28.9% 98 41.84% 0.6
Laurel Wealth Planning
5972
Laurel Wealth Planning
Minnesota
$132M +$8.11M +7% 5.54% 59.5% 229 10.04% 0.6
Heronetta Management
5973
Heronetta Management
New York
$132M +$2.18M +2% 2.5% 59.7% 25 4% 5.8
RE Dickinson Investment Advisors
5974
RE Dickinson Investment Advisors
Iowa
$132M – – 6.55% 2.24% 305 – 0
Pavadi Capital
5975
Pavadi Capital
New York
$132M – – 10.3% – 22 – 0