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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)
Accel Growth Fund V Associates
6176
Accel Growth Fund V Associates
California
$108M -$10.8M -9% 9% 1.17% 2 0% 2.4
Broadview Financial Management
6177
Broadview Financial Management
Wisconsin
$108M -$9M -8% 4.4% 52.4% 40 10% 5
Geo Capital Gestora de Recursos
6178
Geo Capital Gestora de Recursos
Brazil
$108M -$21.1M -16% 5.22% 30.7% 41 2.44% 2.6
Financial Alternatives
6179
Financial Alternatives
California
$108M -$2.47M -2% 3.92% 50.2% 79 5.06% 0.7
Vanguard Capital Wealth Advisors
6180
Vanguard Capital Wealth Advisors
Colorado
$108M -$2.23M -2% 1.37% 234% 156 21.15% 2.6
AIFAIM
6181
American Institute for Advanced Investment Management
Arizona
$108M -$6.39M -6% 2.83% 72.8% 124 12.9% 2.4
Zeit Capital
6182
Zeit Capital
Colorado
$108M -$4.05M -4% 3.57% 56.5% 30 0% 2.4
Ballast Asset Management
6183
Ballast Asset Management
Texas
$108M – – 1.34% 126% 52 – 0
Sharp Capital Gestora de Recursos
6184
Sharp Capital Gestora de Recursos
Brazil
$108M -$32.6M -23% 0.43% 61.4% 3 0% 2
RF&L Wealth Management
6185
RF&L Wealth Management
Massachusetts
$108M -$1.87M -2% 2.46% 73.8% 54 5.56% 0.7
Richelieu Gestion
6186
Richelieu Gestion
France
$108M -$12.4M -10% 4.11% – 81 24.69% 1
AAFMAA Wealth Management & Trust
6187
AAFMAA Wealth Management & Trust
North Carolina
$108M -$13.5M -11% 1.98% 62.3% 52 7.69% 1.8
Newport Capital Group
6188
Newport Capital Group
New Jersey
$108M -$91.6M -46% 2.58% – 73 41.1% 0.3
Magnolia Wealth Management
6189
Magnolia Wealth Management
Alabama
$107M +$101K +0.1% 3.46% 48.7% 11 0% 1.4
WealthTrust Asset Management
6190
WealthTrust Asset Management
Florida
$107M -$2.86M -3% 0.94% 102% 82 21.95% 1.2
MF
6191
Meridian Financial
Massachusetts
$107M -$3.45M -3% 3.84% 58.5% 101 7.92% 1.5
SWP
6192
Semus Wealth Partners
Florida
$107M -$1.53M -1% 4.11% 107% 123 10.57% 0.7
Ellerson Group
6193
Ellerson Group
Maryland
$107M +$2.32M +2% 0.18% 148% 64 25% 0.5
GraniteShares Advisors
6194
GraniteShares Advisors
New York
$107M -$3.6M -3% 0.26% 86.2% 144 63.19% 0.7
Aflac Inc
6195
Aflac Inc
Georgia
$107M +$29.5M +38% 40.8% 28.8% 4 0% 1.1
Northern Capital Management (Washington)
6196
Northern Capital Management (Washington)
Washington
$107M -$24.4M -19% 3.67% 80% 41 12.2% 2.3
Sightline Wealth Advisors
6197
Sightline Wealth Advisors
Connecticut
$107M +$6.49M +6% 4.14% 48.5% 74 22.97% 1.6
Nvest Financial
6198
Nvest Financial
New Hampshire
$107M -$7.13M -6% 3.11% 92.8% 68 19.12% 1.1
Cottonwood Capital Advisors
6199
Cottonwood Capital Advisors
Utah
$107M -$2.14M -2% 1.79% 79% 110 18.18% 1.3
Erickson Financial Group
6200
Erickson Financial Group
Pennsylvania
$107M -$3.31M -3% 4.31% 63.3% 24 0% 1.5