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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)
Vert Asset Management
6151
Vert Asset Management
California
$121M – – 15.6% 43.1% 46 – 0
CMS
6152
Capital Market Strategies
Florida
$121M – – 11.3% 120% 149 – 0
Reverence Capital Partners
6153
Reverence Capital Partners
New York
$121M – – 9.54% 17.1% 1 – 0
NewView Capital Partners I
6154
NewView Capital Partners I
California
$121M – – 25.2% 20.8% 3 – 0
Widmann Financial Services
6155
Widmann Financial Services
Maryland
$121M – – 10.2% 75.2% 503 – 0
JD Financial Services
6156
JD Financial Services
Pennsylvania
$121M +$11.7M +11% 4.83% – 40 17.5% 0.6
Unison Asset Management
6157
Unison Asset Management
Florida
$121M +$8.94M +8% 9.95% 81.4% 25 0% 1
Benchmark Investment Advisors
6158
Benchmark Investment Advisors
Illinois
$121M – – 9.68% – 101 – 0
Altus Wealth Group
6159
Altus Wealth Group
Colorado
$121M +$20.7M +21% 10.1% 76.7% 116 8.62% 0.9
Maryland Capital Advisors
6160
Maryland Capital Advisors
Maryland
$121M – – 3.26% – 189 – 0
Key Client Fiduciary Advisors
6161
Key Client Fiduciary Advisors
New Jersey
$121M – – 5.43% 107% 132 – 0
FA
6162
Financial Advantage
Maryland
$121M +$5.87M +5% 5.03% 24.3% 135 11.85% 2.8
First Community Trust
6163
First Community Trust
Iowa
$121M – – 11% 128% 375 – 0
Repertoire Partners
6164
Repertoire Partners
New York
$121M – – 6.56% 37.5% 36 – 0
Cook & Bynum Capital Management
6165
Cook & Bynum Capital Management
Alabama
$121M -$1.38M -1% 0.9% 46.8% 5 0% 4.5
Kopion Asset Management
6166
Kopion Asset Management
Texas
$121M -$4.16M -3% 0.13% 80.5% 19 10.53% 1.8
SC
6167
Stephens Consulting
Michigan
$121M – – 6.98% 50.1% 682 – 0
Campion Asset Management
6168
Campion Asset Management
Virginia
$121M +$8.41M +7% 8.61% 70.2% 102 11.76% 0.7
G.F.W. Energy XII
6169
G.F.W. Energy XII
Texas
$121M +$23.9M +25% 16.4% 68.9% 7 42.86% 0.5
Finer Wealth Management
6170
Finer Wealth Management
Massachusetts
$120M – – 10.5% 175% 76 – 0
Bluesphere Advisors
6171
Bluesphere Advisors
Pennsylvania
$120M +$16.3M +16% 11.7% 105% 95 12.63% 0.8
VERITY Wealth Advisors
6172
VERITY Wealth Advisors
United States
$120M +$8.58M +8% 6.96% 59.9% 68 13.24% 2.1
Alterna Wealth Management
6173
Alterna Wealth Management
Texas
$120M – – 5.28% 52.9% 129 – 0.9
Thompson Davis & Co
6174
Thompson Davis & Co
Virginia
$120M – – 100% 179% 124 – 3.3
TAGStone Capital
6175
TAGStone Capital
North Carolina
$120M – – 7.27% 58.3% 70 – 0