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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)
Western Standard LLC
6126
Western Standard LLC
California
$111M -$5.39M -5% 4.93% 83.7% 42 50% 0.8
Elevatus Welath Management
6127
Elevatus Welath Management
New York
$111M -$33.4M -23% 0.25% 270% 88 65.91% 0.1
BlackDiamond Wealth Management
6128
BlackDiamond Wealth Management
New York
$111M -$7.68M -6% 2.63% 70.8% 143 23.08% 1.1
Shearwater Capital
6129
Shearwater Capital
Colorado
$111M -$3.75M -3% 3.84% 74.4% 38 0% 1.6
Johnson & White Wealth Management
6130
Johnson & White Wealth Management
Pennsylvania
$111M +$37.6M +52% 3.89% 76.5% 74 55.41% 0.3
Sterling Manor Financial
6131
Sterling Manor Financial
New York
$110M -$8.07M -7% 3.3% – 31 41.94% 1.1
O'Neil Global Advisors
6132
O'Neil Global Advisors
California
$110M -$372M -77% 8.14% 1,833% 105 81.9% 0.2
ACM
6133
Aquilo Capital Management
California
$110M -$70.1M -39% 8.42% 6.84% 13 7.69% 2.4
IA Venture Strategies Fund II
6134
IA Venture Strategies Fund II
New York
$110M -$68.7M -38% 3.72% 375% 3 33.33% 1.2
Mainsail Financial Group
6135
Mainsail Financial Group
Washington
$110M +$3.55M +3% 2.07% 61.9% 53 20.75% 0.6
Spotlight Asset Group
6136
Spotlight Asset Group
Illinois
$110M -$1.36M -1% 4.25% – 253 4.74% 1.1
Heritage Wealth Management (Texas)
6137
Heritage Wealth Management (Texas)
Texas
$110M -$2.8M -2% 3.17% 52.3% 28 17.86% 0.6
Core Wealth Partners
6138
Core Wealth Partners
California
$110M +$1.8M +2% 4.38% 63.8% 116 12.93% 0.6
KIA
6139
KLR Investment Advisors
Rhode Island
$110M -$11.4M -9% 1.14% – 194 20.62% 0.7
Guardian Investment Management
6140
Guardian Investment Management
California
$110M -$7.5M -6% 2.82% 103% 55 3.64% 5.8
Riverwater Partners
6141
Riverwater Partners
Wisconsin
$110M -$2.85M -3% 1.26% 110% 216 26.85% 1.1
Pinnacle Wealth Management Group
6142
Pinnacle Wealth Management Group
Michigan
$110M -$4.54M -4% 3.86% 64.3% 105 19.05% 1.7
Smallwood Wealth Investment Management
6143
Smallwood Wealth Investment Management
New Jersey
$110M -$2.3M -2% 3.71% 67.4% 64 4.69% 1.5
Invenio Wealth Partners
6144
Invenio Wealth Partners
Florida
$110M +$21.6M +24% 2.16% 55.5% 95 30.53% 0.2
Terra Nova Asset Management
6145
Terra Nova Asset Management
New York
$110M $0 0% 3.84% 172% 84 0% 2.9
Rings Capital Management
6146
Rings Capital Management
Illinois
$110M +$3.25M +3% 6.06% 40.9% 5 0% 2
Values Added Financial
6147
Values Added Financial
District of Columbia
$110M +$2.98M +3% 4.23% 58.3% 86 15.12% 0.2
CWM
6148
Cordatus Wealth Management
Pennsylvania
$109M -$156M -59% 1.14% 108% 146 60.27% 0.5
Monarch Alternative Capital
6149
Monarch Alternative Capital
New York
$109M -$911M -89% 3.58% 497% 5 40% 2.2
New Millennium Group
6150
New Millennium Group
Utah
$109M +$351K +0.3% 3.63% 176% 428 10.75% 1.2