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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)
Ergawealth Advisors
5976
Ergawealth Advisors
Illinois
$217M +$2.66M +1% 1.33% 50% 60 11.67% 1.9
Fairtree Asset Management
5977
Fairtree Asset Management
South Africa
$217M +$64.6M +42% 0.75% – 117 33.33% 0.6
Trust Company of Kansas
5978
Trust Company of Kansas
Kansas
$217M +$8.52M +4% 4.05% 100% 61 9.84% 3.2
WMS
5979
Wealth Management Strategies
Pennsylvania
$217M +$15.2M +8% 2.22% – 41 9.76% 0.9
Fogel Capital Management
5980
Fogel Capital Management
Florida
$217M +$862K +0.4% 5.67% 122% 57 15.79% 1.4
Hippocratic Financial Advisors
5981
Hippocratic Financial Advisors
California
$217M +$9.08M +4% 1.28% – 29 10.34% 0.8
One Plus One Wealth Management
5982
One Plus One Wealth Management
Florida
$217M +$11.1M +5% 5.37% 71.9% 110 21.82% 2.3
Cascade Wealth Advisors
5983
Cascade Wealth Advisors
Washington
$217M +$13.8M +7% 0.4% – 61 8.2% 1.2
Western Standard LLC
5984
Western Standard LLC
California
$217M -$120M -36% 9.18% 83.7% 37 67.57% 0.3
Southern Capital Advisors
5985
Southern Capital Advisors
Tennessee
$217M +$3.37M +2% 2.56% 66.8% 87 9.2% 2.5
BlueDoor Private Wealth
5986
BlueDoor Private Wealth
Massachusetts
$217M – – 3.74% – 146 – 0
Armstrong Fleming & Moore
5987
Armstrong Fleming & Moore
District of Columbia
$216M +$7.16M +3% 2.8% 135% 113 7.96% 0.8
SCM
5988
Sage Capital Management
New Jersey
$216M -$5.8M -3% 0.75% 94.3% 165 7.27% 1.7
Kerusso Capital Management
5989
Kerusso Capital Management
North Carolina
$216M +$53.7M +33% 1.05% – 54 3.7% 1.3
Melia Wealth
5990
Melia Wealth
Oklahoma
$216M -$12.1M -5% 4.64% – 25 16% 1.6
Capital Today Evergreen Fund
5991
Capital Today Evergreen Fund
Cayman Islands
$216M -$140M -39% 9.48% 0.74% 3 0% 2.6
venBio Partners
5992
venBio Partners
California
$216M +$39.9M +23% 42.9% 564% 6 0% 3.2
EnCap Energy Capital Fund X
5993
EnCap Energy Capital Fund X
Texas
$216M +$9.27M +4% 4.48% – 1 0% 1.3
Norway Savings Bank
5994
Norway Savings Bank
Maine
$216M +$9.44M +5% 4.31% 117% 105 1.9% 6.2
GoalFusion Wealth Management
5995
GoalFusion Wealth Management
Texas
$216M +$6.79M +3% 1.59% 47.6% 28 3.57% 2.4
CCP
5996
Cunning Capital Partners
North Carolina
$216M +$298K +0.1% 3.16% 268% 56 1.79% 1.9
Chronos Wealth Management
5997
Chronos Wealth Management
Florida
$216M +$12.1M +6% 6.95% 92.3% 42 11.9% 4.1
AWM
5998
Aberdeen Wealth Management
Illinois
$216M +$56.8M +36% 2.76% 73.1% 178 8.43% 4.2
LAI
5999
Legal Advantage Investments
California
$216M -$6.12M -3% 1.9% 116% 93 15.05% 3.1
DMKJ
6000
David M. Knott Jr
$216M -$32M -13% 20.2% 169% 99 23.23% 2