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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)
BCU Wealth Advisors
5951
BCU Wealth Advisors
Illinois
$168M +$32.3M +24% 6.02% 57.7% 53 13.21% 0.6
Pelham Capital
5952
Pelham Capital
United Kingdom
$168M +$1.07M +0.6% 9.15% 135% 13 38.46% 1.2
Alpine Peaks Capital
5953
Alpine Peaks Capital
New York
$167M +$4.57M +3% 3.13% 24.3% 25 8% 2.3
Center For Asset Management
5954
Center For Asset Management
Florida
$167M +$16.2M +11% 5.07% 66.6% 130 13.85% 1.8
Alcosta Capital Management
5955
Alcosta Capital Management
California
$167M +$5.01M +3% 3.77% 175% 28 3.57% 2.4
Toronado Partners
5956
Toronado Partners
California
$167M +$11.3M +7% 4% 158% 11 9.09% 2.5
Gray Private Wealth
5957
Gray Private Wealth
Massachusetts
$167M +$11.3M +7% 6.73% – 41 7.32% 0.5
BCK Capital Management
5958
BCK Capital Management
Connecticut
$167M +$12.3M +8% 4.93% 161% 91 43.96% 0.9
Cox Capital Management
5959
Cox Capital Management
Massachusetts
$167M +$1.72M +1% 6.62% 106% 79 27.85% 3.2
True Vision MN
5960
True Vision MN
Minnesota
$167M +$13.2M +9% 5.93% – 112 20.54% 0.5
Plotkin Financial Advisors
5961
Plotkin Financial Advisors
Maryland
$167M +$11.6M +7% 5.71% 95.3% 92 8.7% 2.7
SCM
5962
Stonehill Capital Management
New York
$167M +$33.2M +25% 25.8% 117% 13 38.46% 1.2
Oracle Investment Management
5963
Oracle Investment Management
Connecticut
$167M +$59.7M +56% 45.5% 865% 26 30.77% 2.5
SP
5964
SIH Partners
Delaware
$167M +$63.3M +61% 24% – 31 41.94% 0.3
Buttonwood Financial Group
5965
Buttonwood Financial Group
Missouri
$167M -$8.62M -5% 4.75% 77.9% 32 25% 1.4
Yoder Wealth Management
5966
Yoder Wealth Management
California
$167M +$12.1M +8% 5.5% 69.3% 112 8.04% 1.1
Motive Wealth Advisors
5967
Motive Wealth Advisors
Michigan
$166M $0 0% 5.76% 73.4% 65 0% 2.1
Monument Group Wealth Advisors
5968
Monument Group Wealth Advisors
Massachusetts
$166M +$17.7M +12% 6.75% 68.6% 50 4% 0.7
Cobblestone Asset Management
5969
Cobblestone Asset Management
Virginia
$166M +$11.9M +8% 5.82% 60.6% 47 10.64% 0.8
Family Asset Management
5970
Family Asset Management
South Carolina
$166M +$10.8M +7% 5.42% – 219 8.22% 1.3
Ravenstone Capital Management
5971
Ravenstone Capital Management
$166M +$16.1M +11% 8.66% 63% 35 5.71% 2.5
Evergreen Wealth Management
5972
Evergreen Wealth Management
Michigan
$166M +$15.3M +10% 6.53% 62.1% 60 20% 1.5
TrueWealth Financial Partners
5973
TrueWealth Financial Partners
Washington
$166M +$11.2M +7% 6.96% 36.4% 18 0% 2.2
Aryeh Capital Management
5974
Aryeh Capital Management
Ontario, Canada
$166M +$10.3M +7% 14.1% 87.7% 11 18.18% 1.4
CMS
5975
Capital Market Strategies
Florida
$166M +$7.56M +5% 4.97% 120% 156 5.77% 1.4