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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)
Evergreen Wealth Solutions
6351
Evergreen Wealth Solutions
Pennsylvania
$177M +$11.3M +7% 8.31% 70.9% 132 12.88% 1.9
1248 Management
6352
1248 Management
Missouri
$177M -$93.5M -35% 6.61% – 175 14.86% 0.5
SPAS
6353
Spectrum Planning & Advisory Services
California
$177M +$22.5M +15% 6.33% – 106 11.32% 1.3
Prentiss Smith & Co
6354
Prentiss Smith & Co
Vermont
$177M +$9.06M +5% 7.71% 67.4% 69 5.8% 6.2
Next Level Wealth Planning
6355
Next Level Wealth Planning
Idaho
$177M +$21M +13% 7.61% – 62 14.52% 0.6
Allodium Investment Consultants
6356
Allodium Investment Consultants
Minnesota
$177M +$19.1M +12% 5.98% – 51 3.92% 0.7
Andina Capital Management
6357
Andina Capital Management
Utah
$177M +$34.2M +24% 4.5% 38.9% 158 12.66% 0.8
GSI Capital Advisors
6358
GSI Capital Advisors
California
$177M -$9.7M -5% 3.87% 39.7% 35 31.43% 1.9
Custos Family Office
6359
Custos Family Office
Texas
$177M -$137M -44% 7.3% 57.4% 81 29.63% 1.7
ECP
6360
Elemental Capital Partners
California
$177M – – 157% – 6 – 2.7
Lagoda Investment Management
6361
Lagoda Investment Management
New York
$177M +$235K +0.1% 5.37% 250% 24 4.17% 7.5
SWP
6362
Semus Wealth Partners
Florida
$177M +$22.4M +15% 12.8% 107% 124 17.74% 2
WPEP
6363
Walnut Private Equity Partners
Nebraska
$177M +$5.36M +3% 3.23% 48% 13 0% 4.7
Riverchase Wealth Management
6364
Riverchase Wealth Management
Texas
$177M +$18.9M +12% 4.54% – 77 16.88% 0.6
Wolff Wiese Magana
6365
Wolff Wiese Magana
California
$177M +$15M +9% 8.63% 149% 1,043 13.61% 2.6
Starwood Capital Group Management
6366
Starwood Capital Group Management
Florida
$176M +$25.2M +17% 1.37% 16.2% 8 12.5% 1.5
Guardian Wealth Advisors (Minnesota)
6367
Guardian Wealth Advisors (Minnesota)
Minnesota
$176M +$7.48M +4% 7.35% 62.6% 79 12.66% 3.5
venBio Partners
6368
venBio Partners
California
$176M +$61.6M +54% 69.5% 564% 6 0% 2.9
Valley Financial Group
6369
Valley Financial Group
Pennsylvania
$176M +$11.3M +7% 4.69% – 67 11.94% 1.4
Everstar Asset Management
6370
Everstar Asset Management
North Carolina
$176M +$12.4M +8% 7.38% – 217 23.96% 0.8
CAP Partners LLC
6371
CAP Partners LLC
Tennessee
$176M +$17.3M +11% 8.83% 97% 152 13.16% 1.3
First International Bank of Israel
6372
First International Bank of Israel
$176M +$6.42M +4% 4.58% – 59 13.56% 0.2
Claris Financial
6373
Claris Financial
Virginia
$176M +$43.4M +33% 7.29% – 176 29.55% 0.5
HM
6374
HCEP Management
Hong Kong
$176M +$51.7M +42% 34.4% 182% 12 41.67% 0.6
Gridiron Partners
6375
Gridiron Partners
Pennsylvania
$176M +$14.8M +9% 3.16% 15.5% 70 15.71% 1.5