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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)
North Berkeley Wealth Management
6351
North Berkeley Wealth Management
California
$189M +$19.7M +12% 0.42% – 80 15% 1
Fortitude Financial
6352
Fortitude Financial
Washington
$189M +$71.1M +60% 3.44% – 41 9.76% 0.5
Mark Sheptoff Financial Planning
6353
Mark Sheptoff Financial Planning
Connecticut
$189M -$20.9M -10% 1.72% 92.4% 584 25.86% 4.4
Gouws Capital LLC
6354
Gouws Capital LLC
North Carolina
$189M -$339K -0.2% 2.2% 114% 59 8.47% 2.9
Wasserstein Debt Opportunities Management
6355
Wasserstein Debt Opportunities Management
New York
$189M +$78.1M +70% 72.1% – 4 75% 0.6
MPWM Advisory Solutions
6356
MPWM Advisory Solutions
Georgia
$189M +$9.23M +5% 2.57% – 606 16.01% 1
Two West Capital Advisors
6357
Two West Capital Advisors
Kansas
$189M +$16.7M +10% 1.22% – 105 17.14% 1.3
PTM Wealth Management
6358
PTM Wealth Management
United States
$189M +$11.5M +6% 0.54% – 61 16.39% 0.8
First City Capital Management
6359
First City Capital Management
Georgia
$189M -$597K -0.3% 1.7% 86.4% 162 4.94% 6.6
CoreFirst Bank & Trust
6360
CoreFirst Bank & Trust
Kansas
$189M +$3.66M +2% 3.56% 61.4% 302 4.64% 2.2
Midwest Financial Partners Investments
6361
Midwest Financial Partners Investments
Minnesota
$189M +$8.61M +5% 2.38% – 78 14.1% 0.2
Strive Financial Group
6362
Strive Financial Group
Indiana
$189M -$484K -0.3% 3.87% – 881 31.44% 0.2
Grant Private Wealth Management
6363
Grant Private Wealth Management
California
$188M +$22.9M +14% 6.05% – 163 22.7% 0.6
Thor Investment Management
6364
Thor Investment Management
Ohio
$188M +$13.8M +8% 10.8% 122% 51 9.8% 1.7
JKA
6365
Jones Kertz & Associates
Minnesota
$188M -$6.21M -3% 0.67% – 67 7.46% 0.2
Beckerman Institutional
6366
Beckerman Institutional
New Jersey
$188M +$10.1M +6% 0.28% – 122 6.56% 1.3
AAA
6367
American Alpha Advisors
New York
$188M +$19M +11% 2.42% – 105 25.71% 0.8
Axis Wealth Partners
6368
Axis Wealth Partners
Rhode Island
$188M +$7.04M +4% 0.21% – 176 6.82% 1
Sylvest Advisors
6369
Sylvest Advisors
Texas
$188M +$595K +0.3% 1.08% – 77 19.48% 1
Keynote Financial Services
6370
Keynote Financial Services
Connecticut
$188M +$9.19M +5% 6.73% – 177 6.78% 1.6
Everstar Asset Management
6371
Everstar Asset Management
North Carolina
$188M +$1.36M +0.7% 1.21% – 212 24.06% 1.1
Clearfield Capital Management
6372
Clearfield Capital Management
New York
$188M -$35.1M -16% 7.4% 421% 20 20% 0.8
Starwood Capital Group Management
6373
Starwood Capital Group Management
Florida
$188M -$13M -6% 8.62% 16.2% 7 28.57% 1.4
Winthrop Partners - WNY
6374
Winthrop Partners - WNY
New York
$188M +$1.99M +1% 1.56% – 88 5.68% 5.8
Destiny Capital
6375
Destiny Capital
Colorado
$188M -$6.65M -3% 3.32% 60.5% 56 8.93% 2.5