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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)
Technology Crossover Management VII
6076
Technology Crossover Management VII
California
$107M +$21.6M +25% 25.3% 35.2% 1 0% 8.3
Greenstone Partners & Co
6077
Greenstone Partners & Co
California
$107M +$7.42M +7% 3.68% 527% 10 0% 1.5
EC
6078
Euclidean Capital
New York
$107M -$833K -0.8% 12.2% 79.7% 11 9.09% 1.6
Finer Wealth Management
6079
Finer Wealth Management
Massachusetts
$107M +$5.25M +5% 10.1% 175% 80 7.5% 0.9
AIP
6080
Alapocas Investment Partners
Massachusetts
$106M +$6.83M +7% 6.03% 50% 18 0% 1
Bank of Marin
6081
Bank of Marin
California
$106M +$4.85M +5% 7.41% 80.3% 119 6.72% 2.4
MAS Advisors
6082
MAS Advisors
Florida
$106M -$42.7M -29% 5.92% 47.9% 108 23.15% 0.7
HIA
6083
Harvest Investment Advisors
Florida
$106M – – 9.95% 78.3% 52 – 0
PCC
6084
Park Circle Company
Maryland
$106M +$9.26M +10% 15.6% 70.5% 135 22.96% 2.9
Defined Wealth Management
6085
Defined Wealth Management
Oregon
$106M +$14.6M +16% 9.86% 78.1% 106 16.98% 1.6
Crown Wealth Group
6086
Crown Wealth Group
North Carolina
$106M +$8.9M +9% 6.47% 98.2% 76 36.84% 0.5
GL
6087
GHE LLC
Tennessee
$106M +$12.2M +13% 12.5% 188% 55 1.82% 0.8
AFG Fiduciary Services
6088
AFG Fiduciary Services
Massachusetts
$106M +$95.6K +0.1% 5.71% 72.4% 93 27.96% 0.7
Gouws Capital LLC
6089
Gouws Capital LLC
North Carolina
$106M +$5.87M +6% 8.5% 114% 49 8.16% 0.9
Pioneer Wealth Management Group
6090
Pioneer Wealth Management Group
Texas
$106M – – 6.31% – 33 – 0
PWM
6091
Prosperity Wealth Management
California
$106M – – 6.58% 175% 136 – 0
Taylor & Morgan Wealth Management
6092
Taylor & Morgan Wealth Management
Michigan
$106M +$5.64M +6% 6.85% 85.9% 66 3.03% 0.9
Pavadi Capital
6093
Pavadi Capital
New York
$106M +$1.66M +2% 10.1% – 28 53.57% 0.7
GeoSphere Capital Management
6094
GeoSphere Capital Management
Florida
$106M – – 27.6% 446% 31 – 0.6
Pinion Investment Advisors
6095
Pinion Investment Advisors
Kansas
$106M -$8.38M -7% 8.71% 75.4% 162 30.25% 2.7
Trust Investment Advisors
6096
Trust Investment Advisors
Indiana
$106M +$10.2M +11% 12.7% 178% 106 23.58% 3.3
Catalyst Wealth Management
6097
Catalyst Wealth Management
Georgia
$106M – – 10.7% – 126 – 0
High Ground Investment Management
6098
High Ground Investment Management
United Kingdom
$106M – – 8.12% 25.9% 5 – 0
Geneva Partners
6099
Geneva Partners
Wisconsin
$106M +$18.4M +21% 13.2% 417% 62 24.19% 2.4
Guardian Investment Management
6100
Guardian Investment Management
California
$106M +$7.18M +7% 12.4% 103% 55 3.64% 5.4