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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)
Independence Wealth Advisors (Ohio)
6376
Independence Wealth Advisors (Ohio)
Ohio
$188M +$9.8M +6% 0.65% – 95 17.89% 0.2
Davidson Kahn Capital Management
6377
Davidson Kahn Capital Management
California
$188M -$4.83M -3% 5.6% – 67 19.4% 1
Aspen Wealth Strategies
6378
Aspen Wealth Strategies
Colorado
$187M +$4.61M +3% 0.22% 65.8% 89 5.62% 2.2
BWG
6379
Boomfish Wealth Group
Georgia
$187M +$231K +0.1% 1.85% 86% 93 15.05% 1.8
First County Bank
6380
First County Bank
Connecticut
$187M -$3.66M -2% 1.23% 101% 174 11.49% 2.4
Transmarket Holdings
6381
Transmarket Holdings
Illinois
$187M +$50.3M +37% 2.62% – 61 70.49% 0.1
Chokshi & Queen Wealth Advisors
6382
Chokshi & Queen Wealth Advisors
California
$187M -$4.25M -2% 5.17% – 65 30.77% 0.8
Wingate Wealth Advisors
6383
Wingate Wealth Advisors
Massachusetts
$187M +$7.9M +4% 0.12% – 126 11.11% 1
Equitec Proprietary Markets
6384
Equitec Proprietary Markets
Illinois
$187M +$12.9M +7% 16.3% 352% 116 59.48% 0.9
Pearl Planning
6385
Pearl Planning
Michigan
$187M +$23.6M +14% 0.45% – 54 7.41% 0.2
CI
6386
Carroll Investors
South Carolina
$187M -$22.2M -11% 9.23% 241% 35 22.86% 2.2
Beacon Advisors Holdings
6387
Beacon Advisors Holdings
Texas
$187M -$2.92M -2% 1.1% – 37 2.7% 0.2
DRC
6388
Darwins River Capital
New York
$187M +$37.9M +25% 0.94% – 52 80.77% 0.1
HFS
6389
Hoge Financial Services
Pennsylvania
$187M +$1.29M +0.7% 1.41% 60.8% 76 13.16% 1.6
Virginia Wealth Management Group
6390
Virginia Wealth Management Group
Virginia
$187M +$15.7M +9% 3.62% 49.4% 57 5.26% 3
Whalen Wealth Management
6391
Whalen Wealth Management
Nevada
$187M +$383K +0.2% 1.45% 90.2% 236 46.61% 0.6
AMANSA Capital
6392
AMANSA Capital
Singapore
$187M -$85.5M -31% 31.6% 32% 2 0% 2.8
Hurley Capital
6393
Hurley Capital
New York
$187M +$7.95M +4% 1% – 778 37.15% 0.8
OBC
6394
Oakum Bay Capital
Connecticut
$187M -$17.9M -9% 4.57% – 107 44.86% 0.2
SEP
6395
Signature Equity Partners
Ohio
$186M +$5.53M +3% 0.08% – 1,854 25.03% 0.2
Cederberg Capital
6396
Cederberg Capital
United Kingdom
$186M -$122M -40% 2.38% 273% 13 46.15% 1.7
Battery Global Advisors
6397
Battery Global Advisors
Massachusetts
$186M -$29.6M -14% 5.56% – 237 36.29% 1.5
Aubrey Capital Management
6398
Aubrey Capital Management
United Kingdom
$186M -$67.9M -27% 1.81% 319% 61 31.15% 1.2
LPCM
6399
Lynwood Price Capital Management
Texas
$186M -$19.4M -9% 8.73% – 14 14.29% 0.8
Greater Midwest Financial Group
6400
Greater Midwest Financial Group
Minnesota
$186M +$7.19M +4% 2.98% 157% 71 16.9% 1.4