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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)
RWIA
6126
Roger Wittlin Investment Advisory
California
$135M +$17.6M +15% 9.36% 61.3% 42 9.52% 1.1
Old North State Wealth Management
6127
Old North State Wealth Management
North Carolina
$135M +$21.5M +19% 10.7% 91.5% 82 14.63% 1.4
Petiole USA
6128
Petiole USA
New York
$135M +$26.1M +24% 24.5% 105% 40 5% 1.5
Hiley Hunt Wealth Management
6129
Hiley Hunt Wealth Management
Nebraska
$135M – – 9.22% 48.4% 36 – 0
Equitec Proprietary Markets
6130
Equitec Proprietary Markets
Illinois
$135M -$270M -67% 0.06% 352% 156 51.92% 0.9
SMP
6131
Santa Monica Partners
Florida
$135M +$5.65M +4% 7.64% 102% 17 5.88% 5.3
Solstein Capital
6132
Solstein Capital
California
$135M +$18.8M +16% 12.4% 102% 319 7.21% 2.2
Union Square Park Capital Management
6133
Union Square Park Capital Management
New York
$135M +$48.2M +56% 19.1% 75.8% 49 53.06% 0.5
Lederer & Associates Investment Counsel
6134
Lederer & Associates Investment Counsel
California
$135M +$9.23M +7% 11.4% 92.7% 88 3.41% 5.2
Ciovacco Capital Management
6135
Ciovacco Capital Management
Georgia
$135M +$14.5M +12% 13.2% 88.5% 25 12% 1.1
EL
6136
EQ LLC
Washington
$135M +$333K +0.2% 10.4% 72.9% 51 15.69% 2.3
Diamant Asset Management
6137
Diamant Asset Management
Connecticut
$135M +$13.4M +11% 11.3% 66.9% 70 5.71% 4.8
Tacita Capital
6138
Tacita Capital
Ontario, Canada
$135M +$7.12M +6% 10.8% 72.3% 227 18.5% 2.1
W Advisors LLC
6139
W Advisors LLC
Tennessee
$135M +$13.3M +11% 9.37% 88.7% 116 18.97% 1.4
C.M. Bidwell & Associates
6140
C.M. Bidwell & Associates
Hawaii
$135M +$3.4M +3% 10.4% 70.6% 594 30.3% 2.3
Mid-American Wealth Advisory Group
6141
Mid-American Wealth Advisory Group
Missouri
$135M +$10.9M +9% 2.32% 14.4% 46 17.39% 1.4
Cypress Point Wealth Management
6142
Cypress Point Wealth Management
Texas
$135M +$20.8M +18% 9.77% 255% 61 26.23% 1
Morgens Waterfall Vintiadis & Co
6143
Morgens Waterfall Vintiadis & Co
New York
$135M +$10.9M +9% 14.7% 594% 39 43.59% 1.5
Fortitude Family Office
6144
Fortitude Family Office
Arizona
$134M – – 11% 81.1% 1,006 – 0
Kellett Wealth Advisors
6145
Kellett Wealth Advisors
Ohio
$134M +$17.7M +15% 10.5% 76.3% 82 26.83% 1
Nine Masts Capital
6146
Nine Masts Capital
Hong Kong
$134M -$4.84M -3% 4.76% 88.1% 39 38.46% 0.7
Flower City Capital
6147
Flower City Capital
New York
$134M +$36.5M +37% 9.5% 69.5% 36 22.22% 1.2
Pacific Financial Group
6148
Pacific Financial Group
Washington
$134M -$19.1M -12% 11% 61.1% 58 3.45% 6
Finer Wealth Management
6149
Finer Wealth Management
Massachusetts
$134M +$9.21M +7% 10.9% 175% 81 3.7% 1.8
Prentiss Smith & Co
6150
Prentiss Smith & Co
Vermont
$134M -$1.42M -1% 6.55% 67.4% 67 4.48% 5.6