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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)
WFA Asset Management
6176
WFA Asset Management
Wisconsin
$177M -$14.4M -8% 5.04% 60% 242 16.94% 2.7
Capasso Planning Partners
6177
Capasso Planning Partners
South Carolina
$177M -$62.1M -26% 6.53% 51.6% 105 26.67% 2
Robert Bosch
6178
Robert Bosch
Germany
$177M +$14.5M +9% 14.2% – 2 50% 0.3
Patrick Mauro Investment Advisor
6179
Patrick Mauro Investment Advisor
Illinois
$177M -$6.26M -3% 1.43% 31.7% 43 9.3% 2.4
Enavate Sciences
6180
Enavate Sciences
California
$177M +$43.8M +33% 44.7% – 6 0% 0.5
Granite FO LLC
6181
Granite FO LLC
New Hampshire
$177M +$490K +0.3% 4.26% 112% 189 1.59% 1.2
Lagoda Investment Management
6182
Lagoda Investment Management
New York
$177M +$19.5M +12% 20.4% 250% 34 32.35% 7.4
Birchcreek Wealth Management
6183
Birchcreek Wealth Management
Ohio
$177M +$18.1M +11% 9.05% 80.7% 121 9.92% 2.9
Tudor Financial
6184
Tudor Financial
Ohio
$176M +$10M +6% 8.02% – 144 13.19% 0.7
Plan A Wealth
6185
Plan A Wealth
Nebraska
$176M +$47.4M +37% 7.59% – 163 30.06% 0.3
Grant Private Wealth Management
6186
Grant Private Wealth Management
California
$176M +$83.7M +90% 7.34% – 151 76.16% 0.3
Canerector Inc
6187
Canerector Inc
Ontario, Canada
$176M +$47.4M +37% 11.9% – 10 0% 0.5
Twin Securities
6188
Twin Securities
New York
$176M -$17.3M -9% 3.01% 506% 24 70.83% 0.3
Bank of Jackson Hole Trust
6189
Bank of Jackson Hole Trust
Wyoming
$176M +$21.5M +14% 10.6% – 483 13.87% 0.5
R.W. Roge & Company
6190
R.W. Roge & Company
New York
$176M -$6.48M -4% 9.49% 68.1% 57 10.53% 3
RHS Financial
6191
RHS Financial
California
$176M -$2.27M -1% 7.89% 65.6% 152 30.26% 2.2
PWP
6192
Pursue Wealth Partners
California
$176M +$11.7M +7% 18.3% 108% 129 21.71% 2
Equinox Partners Investment Management
6193
Equinox Partners Investment Management
Connecticut
$176M +$1.44M +0.8% 4.39% 241% 10 20% 2.5
Laurel Wealth Planning
6194
Laurel Wealth Planning
Minnesota
$176M +$25.4M +17% 8.69% 53.1% 58 6.9% 3.1
Sanofi
6195
Sanofi
France
$176M +$9.8M +6% 2.12% – 10 10% 0.5
NBZ Investment Advisors
6196
NBZ Investment Advisors
Tennessee
$176M +$2.02M +1% 10.9% – 67 10.45% 0.4
Foundry Financial Group
6197
Foundry Financial Group
New Hampshire
$176M +$13.3M +8% 8.03% – 63 7.94% 1.2
Rockbridge Capital Management
6198
Rockbridge Capital Management
Virginia
$176M +$12.2M +7% 4.63% – 27 11.11% 0.4
Resolute Wealth Advisor
6199
Resolute Wealth Advisor
Ohio
$176M – – 9.28% – 78 – 0
Main Line Retirement Advisors
6200
Main Line Retirement Advisors
Montana
$176M +$21.7M +14% 8.36% 47.6% 46 17.39% 1.4