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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)
Primoris Wealth Advisors
6251
Primoris Wealth Advisors
Florida
$107M -$16.8M -14% 0.89% 182% 94 26.6% 0.2
BRC
6252
Bell Rock Capital
Delaware
$107M -$28.9M -21% 4.77% – 124 15.32% 2.8
Unionview LLC
6253
Unionview LLC
Washington
$107M +$102K +0.1% 4.77% 21.2% 99 14.14% 0.2
Greenhouse Wealth Management
6254
Greenhouse Wealth Management
Connecticut
$107M -$5.02M -4% 4.38% 87.2% 54 9.26% 1.1
Amica Retiree Medical Trust
6255
Amica Retiree Medical Trust
Rhode Island
$107M -$10.8M -9% 5.55% – 111 13.51% 4.1
SC Israel IV Genpar
6256
SC Israel IV Genpar
Israel
$107M -$10.8M -9% 9.17% – 1 0% 0.3
Samson Rock Capital
6257
Samson Rock Capital
United Kingdom
$107M +$73.6M +222% 30.8% 166% 35 88.57% 0.1
IFS Advisors
6258
IFS Advisors
Kansas
$107M -$35.5M -25% 3.1% 54.2% 143 11.89% 0.4
Eschler Asset Management
6259
Eschler Asset Management
United Kingdom
$107M +$28.7M +37% 1.04% 274% 62 56.45% 0.1
Better Money Decisions
6260
Better Money Decisions
New Mexico
$107M -$12.1M -10% 4.57% 32.7% 67 14.93% 0.9
SFG Wealth Management
6261
SFG Wealth Management
Maryland
$107M -$5.8M -5% 0.58% 86.3% 103 22.33% 0.2
New Silk Road Investment
6262
New Silk Road Investment
Singapore
$107M -$28.1M -21% 25% 21.2% 16 25% 1.2
EDMP Inc
6263
EDMP Inc
Florida
$106M +$5.87M +6% 3.32% 78% 59 10.17% 3.6
Qiming U.S. Ventures Management
6264
Qiming U.S. Ventures Management
Washington
$106M -$111M -51% 43.4% 1,484% 6 0% 0.3
Optimas Capital
6265
Optimas Capital
Hong Kong
$106M +$59.6M +127% 1.28% 355% 33 78.79% 0.1
Acuitas Investments
6266
Acuitas Investments
Washington
$106M -$129M -55% 12.8% 145% 73 67.12% 0.9
ADE LLC
6267
ADE LLC
Maryland
$106M -$11M -9% 4.2% 52.2% 83 13.25% 1.2
Antonetti Capital Management
6268
Antonetti Capital Management
Florida
$106M -$21.4M -17% 2.69% – 417 16.79% 1.7
Farley Capital
6269
Farley Capital
New York
$106M -$5.53M -5% 5.03% 105% 18 38.89% 4.6
Whitefort Capital Management
6270
Whitefort Capital Management
New York
$106M -$18.9M -15% 12.6% 243% 42 16.67% 0.2
Masterton Capital Management
6271
Masterton Capital Management
New York
$106M -$30.7M -22% 10.3% 1.94% 25 52% 0.5
Fortune 45 LLC
6272
Fortune 45 LLC
Louisiana
$106M -$7.65M -7% 4.46% 85.2% 62 22.58% 0.2
BBHBI
6273
B, B, H, & B Inc
Alabama
$106M -$13.8M -12% 1.17% – 34 14.71% 1
Pariax
6274
Pariax
California
$106M +$9K +0% 7.2% – 44 45.45% 0.2
FNY Investment Advisers
6275
FNY Investment Advisers
New York
$106M -$80.7M -43% 0.12% 386% 1,071 70.21% 0.4