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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)
Matrix Private Capital Group
6076
Matrix Private Capital Group
New York
$176M +$2M +1% 1.3% 62.5% 154 4.55% 3.7
Riverstone Advisors
6077
Riverstone Advisors
Texas
$175M +$3.53M +2% 2.42% 104% 54 9.26% 2.8
Prepared Retirement Institute
6078
Prepared Retirement Institute
Pennsylvania
$175M +$10M +6% 0.85% – 84 10.71% 0.8
Delta Capital Management
6079
Delta Capital Management
New Jersey
$175M +$1.65M +1% 2.39% 129% 108 22.22% 5.2
Heronetta Management
6080
Heronetta Management
New York
$175M +$11.5M +7% 4.76% 59.7% 24 4.17% 6.9
Granite FO LLC
6081
Granite FO LLC
New Hampshire
$175M -$1.62M -0.9% 0.62% 112% 186 0% 0.7
BCU Wealth Advisors
6082
BCU Wealth Advisors
Illinois
$175M +$7.28M +4% 2.03% 57.7% 57 14.04% 0.8
Patrick Mauro Investment Advisor
6083
Patrick Mauro Investment Advisor
Illinois
$175M -$14.7M -8% 5.9% 38.7% 43 2.33% 2
Ciovacco Capital Management
6084
Ciovacco Capital Management
Georgia
$175M +$3.95M +2% 2.53% 88.5% 28 28.57% 1.7
Working Capital Advisors (UK)
6085
Working Capital Advisors (UK)
United Kingdom
$175M +$22.5M +15% 18.6% 17.1% 3 0% 2.5
BCM
6086
BluePointe Capital Management
California
$175M +$20.4M +13% 4.23% – 101 19.8% 0.8
KilterHowling LLC
6087
KilterHowling LLC
Colorado
$175M +$15.5M +10% 0.52% 51.3% 52 11.54% 2.3
Horizon Advisory Services
6088
Horizon Advisory Services
New York
$175M -$44.6M -20% 0.94% – 67 65.67% 0.4
PWP
6089
Pursue Wealth Partners
California
$175M -$8.3M -5% 4.88% 108% 129 25.58% 1.6
CarsonAllaria Wealth Management
6090
CarsonAllaria Wealth Management
Illinois
$175M +$288K +0.2% 1.2% 51.7% 405 15.56% 2.2
Secured Retirement Advisors
6091
Secured Retirement Advisors
Minnesota
$175M +$35.8M +26% 0.3% – 163 41.1% 0.6
Charter Oak Advisors
6092
Charter Oak Advisors
New York
$175M – – 1.32% – 16 – 0
Core Wealth Partners
6093
Core Wealth Partners
California
$174M +$9.6M +6% 3.14% 75.7% 172 8.72% 1.3
Dover Advisors
6094
Dover Advisors
Virginia
$174M -$1.84M -1% 0.25% 65% 145 19.31% 1.3
Finer Wealth Management
6095
Finer Wealth Management
Massachusetts
$174M +$12.4M +8% 11.7% 175% 85 10.59% 2.3
TFG
6096
Team Financial Group
California
$174M +$6.24M +4% 0.55% 46% 38 5.26% 1
Koesten Hirschmann & Crabtree
6097
Koesten Hirschmann & Crabtree
Kansas
$174M +$2.7M +2% 1.17% 68.7% 212 11.32% 1.5
Sanofi
6098
Sanofi
France
$174M – – 1% – 9 – 0
Econ Financial Services
6099
Econ Financial Services
Pennsylvania
$174M -$4.47M -3% 3.67% 16.9% 113 67.26% 0.6
CC
6100
Corton Capital
Ontario, Canada
$174M -$31.4M -15% 19.1% 225% 691 78.29% 0.2