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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)
McGinn Penninger Investment Management
6126
McGinn Penninger Investment Management
Virginia
$147M -$5.46M -4% 1.42% 51.9% 25 0% 3.1
FAG
6127
Financial Architects (Georgia)
Georgia
$147M +$2.62M +2% 0.17% 35.9% 23 8.7% 0.5
Great Hill Partners
6128
Great Hill Partners
Massachusetts
$147M -$273M -65% 22.3% 24% 2 50% 2
Abich Financial Wealth Management
6129
Abich Financial Wealth Management
Virginia
$147M +$17.6M +14% 0.26% – 894 49.33% 0.2
Vision One Management Partners
6130
Vision One Management Partners
Florida
$147M -$23.5M -14% 12.4% – 7 14.29% 0.5
KilterHowling LLC
6131
KilterHowling LLC
Colorado
$147M +$4.45M +3% 2.42% 51.3% 48 4.17% 1.9
Planning Directions
6132
Planning Directions
Pennsylvania
$147M +$2.84M +2% 1.42% 46.3% 77 9.09% 3.3
Farrow Financial
6133
Farrow Financial
Vermont
$147M +$4.08M +3% 3.86% – 55 12.73% 0.5
Family Capital Management
6134
Family Capital Management
Michigan
$147M +$3.19M +2% 3.42% 70.5% 73 12.33% 1.2
ST
6135
Skorpios Trust
Cyprus
$147M -$48.5M -25% 0.07% 174% 2 0% 2.5
Houlihan Financial Resource Group
6136
Houlihan Financial Resource Group
Virginia
$147M -$76.3M -34% 2.32% 50.6% 105 43.81% 3.1
Twin Lakes Capital Management
6137
Twin Lakes Capital Management
California
$146M -$1.54M -1% 3.06% 131% 246 1.22% 2.3
Destiny Capital
6138
Destiny Capital
Colorado
$146M +$2.92M +2% 1.94% – 47 2.13% 1.3
Maripau Wealth Management
6139
Maripau Wealth Management
Indiana
$146M +$13M +10% 2.9% 55.6% 187 26.74% 1
Core Wealth Partners
6140
Core Wealth Partners
California
$146M +$14.1M +11% 3.1% 63.8% 154 14.29% 1
Avondale Wealth Management
6141
Avondale Wealth Management
Texas
$146M +$3.68M +3% 1.26% 83.8% 133 18.05% 3
RiverTree Advisors
6142
RiverTree Advisors
Florida
$146M -$2.62M -2% 0.33% 25.4% 31 9.68% 1.1
FreeGulliver LLC
6143
FreeGulliver LLC
Louisiana
$146M +$33.7M +30% 1.21% – 87 22.99% 0.3
Institutional Venture Management XV
6144
Institutional Venture Management XV
California
$146M -$47.9M -25% 0.41% 116% 6 33.33% 2.3
Chris Bulman
6145
Chris Bulman
California
$146M – – 3.31% – 393 – 0
HRC Wealth Management
6146
HRC Wealth Management
Idaho
$146M +$9.2M +7% 4.05% 82.2% 44 9.09% 0.4
Boyar Asset Management
6147
Boyar Asset Management
New York
$146M -$7.56M -5% 3.1% 75.5% 82 6.1% 7
Vawter Financial
6148
Vawter Financial
Ohio
$146M +$7.92M +6% 0.5% 48% 91 5.49% 1.1
Salvus Wealth Management
6149
Salvus Wealth Management
New Jersey
$146M -$718K -0.5% 2.58% 108% 112 7.14% 2.6
NED
6150
Nancy E. Dempze
$146M +$14.4M +11% 3.63% 83.1% 81 23.46% 3.9