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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)
Sharp Financial Services
6251
Sharp Financial Services
Pennsylvania
$199M +$14.8M +8% 3.11% – 117 13.68% 1.2
Prepared Retirement Institute
6252
Prepared Retirement Institute
Pennsylvania
$199M +$6.86M +4% 1.55% – 85 7.06% 1.5
WPA
6253
Wealth Preservation Advisors
Tennessee
$199M +$26.8M +16% 4.84% – 639 10.64% 0.6
Evergreen Wealth Management
6254
Evergreen Wealth Management
Michigan
$199M +$7.81M +4% 4.47% 68.8% 55 9.09% 2.2
Miller Capital Partners
6255
Miller Capital Partners
Michigan
$199M – – 4.94% – 265 – 0
Fairfield University
6256
Fairfield University
Connecticut
$199M -$3.27M -2% 1.94% 61.9% 3 0% 8.3
Optimize Financial
6257
Optimize Financial
California
$199M +$6.5M +3% 9.47% – 325 2.15% 0.4
Planning Directions
6258
Planning Directions
Pennsylvania
$198M +$6.86M +4% 1.17% 46.3% 103 11.65% 3.3
Innova Wealth Partners
6259
Innova Wealth Partners
Pennsylvania
$198M +$13.1M +7% 2.89% 72.5% 159 23.9% 0.8
Prospera Capital Management
6260
Prospera Capital Management
Arizona
$198M -$8.64M -4% 1.75% – 49 18.37% 0.7
BDFS Capital
6261
BDFS Capital
Delaware
$198M – – 1.2% – 134 – 0
MN Wealth Advisors
6262
MN Wealth Advisors
Kansas
$198M +$10.9M +6% 2.97% 68.3% 131 17.56% 1.3
ALS
6263
Andrew L. Share
$198M +$53.4M +37% 3.68% 3.31% 18 11.11% 1.8
PKO BP Bankowy Universal Pension Society
6264
PKO BP Bankowy Universal Pension Society
Poland
$198M +$29.2M +17% 27.1% – 13 0% 0.9
Brown Financial Advisory
6265
Brown Financial Advisory
Alabama
$198M +$6.89M +4% 2.56% 73.2% 57 5.26% 2.3
Signature Resources Capital Management
6266
Signature Resources Capital Management
California
$198M +$15.1M +8% 2.75% 67.8% 718 31.2% 1
Wisconsin Capital Management
6267
Wisconsin Capital Management
Wisconsin
$198M +$1.91M +1% 5.17% 153% 52 9.62% 4.7
Washington University
6268
Washington University
Missouri
$198M +$19.3M +11% 7.63% 44% 5 40% 1.7
MGM
6269
Miura Global Management
New York
$198M +$130M +191% 1.22% 375% 22 50% 1.5
Horizon Advisory Services
6270
Horizon Advisory Services
New York
$198M +$2.19M +1% 0.53% – 66 57.58% 0.8
Main Line Retirement Advisors
6271
Main Line Retirement Advisors
Montana
$198M +$2.72M +1% 1.9% 47.6% 48 10.42% 1.7
Taylor Frigon Capital Management
6272
Taylor Frigon Capital Management
Arizona
$198M -$3.53M -2% 0.98% 152% 95 8.42% 4.5
Spring Capital Management
6273
Spring Capital Management
Texas
$198M -$6.69M -3% 2.17% 73.6% 49 0% 2.3
PharVision Advisers
6274
PharVision Advisers
Florida
$198M +$19.8M +11% 0.93% – 1,063 75.73% 0.1
Anchor Capital Management Group
6275
Anchor Capital Management Group
California
$198M $0 0% 1.82% – 16 0% 1