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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)
Wealthstream Advisors
5976
Wealthstream Advisors
New York
$99M -$15.4M -13% 15.5% 88.2% 78 21.79% 0.4
Jacob Asset Management of New York
5977
Jacob Asset Management of New York
California
$99M -$65.4M -40% 32.3% 22.7% 76 11.84% 1.7
EFEM
5978
Eos Focused Equity Management
New York
$98.9M -$17.9M -15% 13.3% 55.7% 28 21.43% 1.9
Copperleaf Capital
5979
Copperleaf Capital
North Carolina
$98.8M -$13.9M -12% 11.8% 102% 65 13.85% 1.6
Smallwood Wealth Investment Management
5980
Smallwood Wealth Investment Management
New Jersey
$98.7M -$7.12M -7% 14.5% 67.4% 67 25.37% 0.4
Paragon Capital Management (Utah)
5981
Paragon Capital Management (Utah)
Utah
$98.7M -$9.16M -8% 10.9% 72.3% 85 30.59% 0.4
McAlister Sweet & Associates
5982
McAlister Sweet & Associates
Texas
$98.6M +$4.5M +5% 13.8% 83.6% 42 45.24% 0.3
Velan Capital Investment Management
5983
Velan Capital Investment Management
Georgia
$98.6M -$9.18M -9% 5.73% 2,395% 30 43.33% 0.3
Financial Insights
5984
Financial Insights
Washington
$98.5M -$10.3M -9% 14.8% 71.9% 97 28.87% 2.4
Lockheed Martin
5985
Lockheed Martin
Maryland
$98.5M -$85.7M -47% 43% – 4 0% 0.4
Alterna Wealth Management
5986
Alterna Wealth Management
Texas
$98.5M -$20.1M -17% 9.09% 48% 137 48.91% 1.5
Aletheian Wealth Advisors
5987
Aletheian Wealth Advisors
Washington
$98.5M -$6.88M -7% 11.7% – 59 13.56% 0.4
EMFO LLC
5988
EMFO LLC
Florida
$98.5M -$11.8M -11% 13.7% 25.8% 351 9.97% 0.9
IFS
5989
Intelligent Financial Strategies
Minnesota
$98.4M -$4.16M -4% 15.8% 63.5% 121 31.4% 0.4
Harper Investing
5990
Harper Investing
California
$98.4M -$9.42M -9% 11.2% 58.7% 51 13.73% 0.2
Pillar Wealth Advisors
5991
Pillar Wealth Advisors
Pennsylvania
$98.3M -$5.33M -5% 10.8% 21.9% 61 19.67% 0.4
Prentice Wealth Management
5992
Prentice Wealth Management
New York
$98.2M -$110M -53% 9.53% 47.8% 199 75.38% 0.4
Adirondack Retirement Specialists
5993
Adirondack Retirement Specialists
New York
$98M -$13.8M -12% 17.5% 13.1% 17 5.88% 1.2
Union Square Park Capital Management
5994
Union Square Park Capital Management
New York
$97.9M -$182M -65% 14.3% 75.8% 134 17.16% 0.6
Farley Capital
5995
Farley Capital
New York
$97.8M -$8.45M -8% 8.17% 105% 12 8.33% 4.5
Lansing Management
5996
Lansing Management
New York
$97.8M -$39.4M -29% 19.1% 76.9% 8 0% 2.8
InTrack Investment Management
5997
InTrack Investment Management
Vermont
$97.7M -$25.3M -21% 16% 99.2% 127 23.62% 1.1
Richmond Brothers
5998
Richmond Brothers
Michigan
$97.7M -$32.2M -25% 21.8% 77.2% 22 0% 0.5
New Millennium Group
5999
New Millennium Group
Utah
$97.7M -$41.5M -30% 14.8% 176% 404 86.14% 0.1
Socha Financial Group
6000
Socha Financial Group
New York
$97.7M -$24.3M -20% 17.5% 81.5% 18 27.78% 0.4