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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)
Carl Stuart Investment Advisor
5976
Carl Stuart Investment Advisor
Texas
$154M +$5.73M +4% 8.85% 84.4% 32 56.25% 1.4
FNY Investment Advisers
5977
FNY Investment Advisers
New York
$154M +$64M +71% 24.6% 386% 928 67.46% 0.5
Alibaba Group
5978
Alibaba Group
Hong Kong
$154M -$267M -63% 26.7% 2.06% 10 50% 3.5
Oxinas Partners Wealth Management
5979
Oxinas Partners Wealth Management
Indiana
$154M +$13.1M +9% 7.59% 91.4% 132 15.15% 1.8
Financial Guidance Group
5980
Financial Guidance Group
Florida
$154M +$10.1M +7% 5.95% 58.7% 58 10.34% 1.5
Tower Wealth Partners
5981
Tower Wealth Partners
Pennsylvania
$154M +$12.5M +9% 6.63% 53.7% 59 6.78% 2.1
Heritage Wealth Management (Texas)
5982
Heritage Wealth Management (Texas)
Texas
$154M +$12M +8% 6.54% 55.9% 36 2.78% 0.9
Acuta Capital Partners
5983
Acuta Capital Partners
California
$154M -$23.7M -13% 51% 7,269% 45 40% 0.9
Guardian Wealth Advisors (Minnesota)
5984
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M +$10.5M +7% 7.03% 62.6% 81 9.88% 2.3
Cascade Investment Advisors
5985
Cascade Investment Advisors
Oregon
$154M +$13M +9% 8.55% 79.1% 118 10.17% 3.8
Boyar Asset Management
5986
Boyar Asset Management
New York
$153M +$20.1M +15% 10.9% 75.5% 83 6.02% 6.6
Yoder Wealth Management
5987
Yoder Wealth Management
California
$153M +$11.5M +8% 5.86% 69.3% 111 15.32% 0.7
OIM
5988
Opus Investment Management
Massachusetts
$153M -$21.1M -12% 6.55% 52.8% 40 5% 7.6
Old North State Wealth Management
5989
Old North State Wealth Management
North Carolina
$153M +$17.8M +13% 9.59% 91.5% 94 18.09% 1.4
WAM
5990
Werlinich Asset Management
Connecticut
$153M +$21.1M +16% 19.7% 232% 61 9.84% 2.3
ICM
5991
Indaba Capital Management
California
$153M -$21M -12% 0.47% 66.7% 9 22.22% 2.5
Integrity Wealth Solutions
5992
Integrity Wealth Solutions
Colorado
$153M +$8.63M +6% 6.78% – 107 16.82% 0.2
Strategic Value Bank Partners
5993
Strategic Value Bank Partners
Ohio
$153M -$51.8M -25% 4.28% 98.1% 25 16% 1.8
D. Scott Neal
5994
D. Scott Neal
Kentucky
$153M +$40.7M +36% 11.2% 105% 64 12.5% 3.2
Treasure Coast Financial Planning
5995
Treasure Coast Financial Planning
Florida
$153M +$9.5M +7% 3.89% 35.5% 34 11.76% 1.4
Pacific Capital Partners
5996
Pacific Capital Partners
$153M +$20.2M +15% 11.9% 61.4% 60 10% 0.5
Darrow Company
5997
Darrow Company
Massachusetts
$153M +$22.6M +17% 5.26% 44.5% 48 27.08% 1.2
Asset Allocation & Management Company
5998
Asset Allocation & Management Company
Illinois
$153M +$3.33M +2% 7.63% 58.5% 52 11.54% 2.7
E Fund Management (HK)
5999
E Fund Management (HK)
Hong Kong
$153M -$34.1M -18% 6.86% 163% 94 53.19% 0.9
Horizons Wealth Management
6000
Horizons Wealth Management
North Carolina
$153M $0 0% 2.83% – 182 0% 1.5