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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)
SPI
6351
Sutton Place Investors
New York
$166M +$17.5M +12% 9.57% 84% 122 16.39% 1.7
Granite Group Advisors
6352
Granite Group Advisors
Connecticut
$166M +$22M +15% 16.8% 74% 83 14.46% 1.3
Evergreen Wealth Solutions
6353
Evergreen Wealth Solutions
Pennsylvania
$166M +$17.8M +12% 10.6% 70.9% 123 17.07% 1.9
PCA
6354
Prospect Capital Advisors
California
$166M +$19.9M +14% 38.9% 202% 32 31.25% 3.7
PIM
6355
Pullen Investment Management
Florida
$166M +$7.66M +5% 6.77% – 106 7.55% 1
SIM
6356
Synergy Investment Management
Florida
$166M -$73.6M -31% 9.01% – 599 86.81% 0.5
Aspen Wealth Strategies
6357
Aspen Wealth Strategies
Colorado
$166M +$13.3M +9% 9.45% 65.8% 90 16.67% 1.7
VFG
6358
V2 Financial group
Illinois
$166M +$10.6M +7% 8.44% 63.3% 89 10.11% 2.8
Darden Wealth Group
6359
Darden Wealth Group
Michigan
$166M +$36.8M +29% 24.2% – 136 30.88% 1
Destiny Capital
6360
Destiny Capital
Colorado
$166M +$19.2M +13% 9.44% – 48 6.25% 2.2
NRI Wealth Management
6361
NRI Wealth Management
California
$166M +$30.6M +23% 18.1% – 31 22.58% 1.2
TRV GP V
6362
TRV GP V
Massachusetts
$166M +$40.6M +32% 40.1% – 4 0% 0.4
NavPoint Financial
6363
NavPoint Financial
Minnesota
$166M +$23.3M +16% 5.33% 58.5% 61 11.48% 1.1
SFG Wealth Management
6364
SFG Wealth Management
Maryland
$165M -$39.3M -19% 8.49% 86.3% 127 44.09% 2
Masterton Capital Management
6365
Masterton Capital Management
New York
$165M +$18.9M +13% 2.6% 1.94% 21 4.76% 1.2
Soviero Asset Management
6366
Soviero Asset Management
New York
$165M +$53.7M +48% 35.9% 676% 71 60.56% 0.4
Paul R. Ried Financial Group
6367
Paul R. Ried Financial Group
Washington
$165M +$21.7M +15% 14.2% – 33 12.12% 0.4
Aurora Investment Managers
6368
Aurora Investment Managers
Florida
$165M +$6.87M +4% 6.39% 74.4% 51 21.57% 2.8
Valley Financial Group
6369
Valley Financial Group
Pennsylvania
$165M +$14.4M +10% 6.46% – 63 12.7% 1.3
CH
6370
Cromwell Holdings
Wyoming
$165M +$9.45M +6% 14.4% – 1,029 22.64% 0.6
Bridge Generations Wealth Management
6371
Bridge Generations Wealth Management
Florida
$165M +$5.62M +4% 6.28% – 153 18.3% 0.4
Farrow Financial
6372
Farrow Financial
Vermont
$165M +$16.1M +11% 10.9% – 52 5.77% 1.3
Trust Investment Advisors
6373
Trust Investment Advisors
Indiana
$165M +$9.43M +6% 14.2% 178% 148 37.16% 3.3
FAG
6374
Financial Architects (Georgia)
Georgia
$165M +$7.93M +5% 5.5% 35.9% 28 28.57% 1.1
Stephenson & Company
6375
Stephenson & Company
California
$165M +$10.7M +7% 4.05% – 44 15.91% 1.2