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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)
PWP
6276
Pursue Wealth Partners
California
$182M +$6.07M +3% 11.9% 108% 120 16.67% 2.1
Prime Buchholz
6277
Prime Buchholz
New Hampshire
$182M -$131M -42% 6.16% – 23 13.04% 0.7
Gouws Capital LLC
6278
Gouws Capital LLC
North Carolina
$182M +$1.18M +0.7% 7.08% 114% 57 7.02% 2.5
HMV Wealth Advisors
6279
HMV Wealth Advisors
Louisiana
$182M +$29.3M +19% 7.57% – 84 9.52% 0.6
Decker Retirement Planning
6280
Decker Retirement Planning
Utah
$182M +$9.19M +5% 20.9% – 346 49.13% 0.5
OxenFree Capital
6281
OxenFree Capital
Florida
$182M +$19.4M +12% 5.83% 56.4% 49 12.24% 1.4
Tenzing Global Management
6282
Tenzing Global Management
California
$182M +$22.1M +14% 8.35% 273% 28 46.43% 0.9
Pettee Investors
6283
Pettee Investors
Connecticut
$182M +$14.5M +9% 10.3% 96.1% 114 9.65% 6.8
General Partner Inc
6284
General Partner Inc
Pennsylvania
$182M +$11M +6% 8.76% 83.1% 174 3.45% 2.2
Coign Capital Advisors
6285
Coign Capital Advisors
Utah
$182M +$33.9M +23% 4.78% – 87 16.09% 0.6
Barnes Wealth Management Group
6286
Barnes Wealth Management Group
California
$182M +$12.3M +7% 6.56% – 179 10.61% 0.6
Virtus ETF Advisers
6287
Virtus ETF Advisers
New York
$182M +$17.7M +11% 18.5% 177% 533 32.08% 0.5
JWM
6288
Johnson Wealth Management
North Dakota
$182M – – 5.82% – 48 – 0
Covestor
6289
Covestor
United Kingdom
$181M +$12M +7% 13.5% 134% 2,889 7.55% 3
Fidelity D&D Bancorp
6290
Fidelity D&D Bancorp
Pennsylvania
$181M +$18.1M +11% 5.03% 59.6% 111 6.31% 1.9
MWA Asset Management
6291
MWA Asset Management
Massachusetts
$181M +$17.7M +11% 13.4% 174% 131 13.74% 1.6
Bradley & Co Private Wealth Management
6292
Bradley & Co Private Wealth Management
Florida
$181M +$17.3M +11% 11.1% – 208 8.17% 3.1
Ring Mountain Capital
6293
Ring Mountain Capital
California
$181M +$16.3M +10% 12.9% – 100 4% 0.7
VFG
6294
V2 Financial group
Illinois
$181M +$14.7M +9% 8.53% 63.3% 94 11.7% 2.8
Concorde Financial
6295
Concorde Financial
Texas
$180M +$11.3M +7% 8.33% 81.3% 56 37.5% 2.6
Sarissa Capital Management
6296
Sarissa Capital Management
Connecticut
$180M +$26M +17% 20.2% 80% 8 12.5% 3.8
ALAM
6297
Asahi Life Asset Management
Japan
$180M +$9.05M +5% 8.92% 122% 215 56.74% 2
MKW
6298
Mullaney, Keating & Wright
Connecticut
$180M +$27.4M +18% 11.4% – 69 14.49% 1
Fort Vancouver Investment Management
6299
Fort Vancouver Investment Management
Washington
$180M +$33.8M +23% 6.31% – 55 14.55% 1
Prudent Man Investment Management
6300
Prudent Man Investment Management
Colorado
$180M -$43.5K -0% 5.09% – 169 0.59% 0.8