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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)
One William Street Capital Management
6151
One William Street Capital Management
New York
$146M +$79.4M +120% 0% 44% 6 100% 0
Valued Wealth Advisors
6152
Valued Wealth Advisors
Utah
$146M +$4.51M +3% 0.07% – 633 7.9% 0.4
CNFG
6153
Creegan & Nassoura Financial Group
New Hampshire
$146M -$3.93M -3% 1.73% 52.6% 80 6.25% 6.2
Financial Designs
6154
Financial Designs
California
$145M -$6.23M -4% 0.13% 49% 21 23.81% 0.3
Oxford Wealth Group
6155
Oxford Wealth Group
Florida
$145M +$35.6M +32% 3.03% – 74 27.03% 0.2
Merrion Investment Management
6156
Merrion Investment Management
New Jersey
$145M +$5.54M +4% 6.16% 161% 102 7.84% 2.4
ALAM
6157
Asahi Life Asset Management
Japan
$145M -$21.4M -13% 4.28% 122% 225 62.22% 1.9
Renasant Bank
6158
Renasant Bank
Mississippi
$145M +$4.76M +3% 1.95% 65% 207 31.88% 2.2
Invesco Senior Secured Management
6159
Invesco Senior Secured Management
New York
$145M -$24.6M -14% 8.3% 18.1% 8 0% 2
EP
6160
Elkhorn Partners
Nebraska
$145M +$6.6M +5% 3.74% 32.2% 54 22.22% 4.5
Foundry Financial Group
6161
Foundry Financial Group
New Hampshire
$145M +$5.04M +4% 0.51% – 60 16.67% 0.4
Davidson Trust Company
6162
Davidson Trust Company
Washington
$145M -$26.5M -15% 2.44% 77% 151 11.92% 3.1
Wrenne Financial Planning
6163
Wrenne Financial Planning
Kentucky
$145M +$9.8M +7% 0.71% – 41 29.27% 0.3
Sebold Capital Management
6164
Sebold Capital Management
Illinois
$145M -$3.37M -2% 0.26% – 75 10.67% 1.3
Palo Alto Wealth Advisors
6165
Palo Alto Wealth Advisors
California
$145M +$2.84M +2% 4.68% 108% 42 0% 1.3
Lynx Capital Group
6166
Lynx Capital Group
Ohio
$145M -$3.54M -2% 1.5% – 83 10.84% 0.5
Tenret Company
6167
Tenret Company
Florida
$144M +$2.61M +2% 0.42% – 32 6.25% 2.4
EIM
6168
Ervin Investment Management
Washington
$144M +$1.59M +1% 3.92% 92.9% 39 10.26% 2
NAMNJ
6169
NorthStar Asset Management (New Jersey)
New Jersey
$144M +$12.3M +9% 6.39% – 84 13.1% 0.5
First Affirmative Financial Network
6170
First Affirmative Financial Network
Colorado
$144M +$8.43M +6% 3.32% – 275 12.73% 1.5
Millington Financial Advisors
6171
Millington Financial Advisors
Illinois
$144M +$3.68M +3% 2.45% 77.5% 87 19.54% 1.1
Revisor Wealth Management
6172
Revisor Wealth Management
Ohio
$144M -$77.2M -35% 2.99% 72% 198 24.75% 0.9
ASI
6173
Advisory Services & Investments
Oregon
$144M -$1.05M -0.7% 0.2% 19.9% 37 5.41% 1.9
Ulland Investment Advisors
6174
Ulland Investment Advisors
Minnesota
$144M +$18.6M +15% 6.84% 161% 247 15.38% 1.8
Aspen Wealth Strategies
6175
Aspen Wealth Strategies
Colorado
$144M -$991K -0.7% 0.74% 65.8% 78 8.97% 1.2