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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)
Shore Point Advisors
6176
Shore Point Advisors
New Jersey
$120M – – 3.47% 54.6% 214 – 0
Dean Jacobson Financial Services
6177
Dean Jacobson Financial Services
Texas
$120M – – 8.38% 59.6% 7 – 0
Fort Henry Capital
6178
Fort Henry Capital
West Virginia
$120M +$6.27M +6% 5.13% 39.3% 13 0% 0.8
BBHBI
6179
B, B, H, & B Inc
Alabama
$120M +$10.2M +9% 6.74% – 35 11.43% 0.8
University of Massachusetts Foundation
6180
University of Massachusetts Foundation
Massachusetts
$120M +$5.98M +5% 4.47% 53.6% 5 0% 1.4
Morris Financial Concepts
6181
Morris Financial Concepts
South Carolina
$120M – – 7.64% 56.5% 112 – 0
Warner Financial
6182
Warner Financial
Maryland
$120M – – 7% 69.2% 84 – 0
Divisadero Street Capital Management
6183
Divisadero Street Capital Management
Florida
$120M – – 24.3% 718% 51 – 0
Atmos Advisory
6184
Atmos Advisory
Pennsylvania
$120M – – 2.72% 31.9% 21 – 0
Euclidean Technologies Management
6185
Euclidean Technologies Management
Washington
$120M +$4.51M +4% 7.71% 124% 96 20.83% 1
TCM
6186
TORQ Capital Management
Hong Kong
$119M -$60.8M -34% 0.54% – 10 70% 0.3
Next Level Private
6187
Next Level Private
New York
$119M – – 9.16% 95.9% 85 – 0
Chemistry Wealth Management
6188
Chemistry Wealth Management
New York
$119M – – 9.16% 77.1% 85 – 0
Cypress Capital Management (Wyoming)
6189
Cypress Capital Management (Wyoming)
Wyoming
$119M -$1.44M -1% 13% 161% 318 26.1% 2.2
Navis Wealth Advisors
6190
Navis Wealth Advisors
New York
$119M -$24.4M -17% 4.98% 107% 130 23.85% 0.9
Teca Partners
6191
Teca Partners
Texas
$119M – – 10.2% 66% 15 – 0
4J Wealth Management
6192
4J Wealth Management
Virginia
$119M +$3.77M +3% 6.98% 74.7% 79 6.33% 0.9
Sandy Cove Advisors
6193
Sandy Cove Advisors
Massachusetts
$119M – – 7.63% 78% 394 – 0
Better Money Decisions
6194
Better Money Decisions
New Mexico
$119M -$2.55M -2% 4.53% 32.7% 642 90.03% 0.7
Harrison & Co Wealth Management
6195
Harrison & Co Wealth Management
Virginia
$119M – – 9.57% – 82 – 0
HFAS
6196
Hummer Financial Advisory Services
Illinois
$119M +$10.4M +10% 13.9% 71.8% 107 5.61% 1.7
LTG Capital
6197
LTG Capital
Massachusetts
$118M – – 9.1% 59% 27 – 0
Essex Private Wealth Management
6198
Essex Private Wealth Management
Massachusetts
$118M +$8.3M +8% 7.95% 29.3% 67 10.45% 1.6
Crew Capital Management
6199
Crew Capital Management
Ohio
$118M +$10.7M +10% 10.1% 111% 116 15.52% 0.6
JKSF
6200
John & Kathleen Schreiber Foundation
Illinois
$118M – – 10.7% 30.8% 3 – 0