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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 Time
Held (Qtrs)
KA
6401
Kure Advisory
Minnesota
$211M +$27.3M +15% 8.99% – 67 23.88% 6.4
WCM
6402
Wisconsin Capital Management
Wisconsin
$211M +$28.5M +16% 25.5% 153% 53 15.09% 19.6
SIA
6403
Stegner Investment Associates
Kentucky
$210M +$27.7M +15% 16.9% 75.3% 31 6.45% 14.2
APC
6404
Aristotle Pacific Capital
California
$210M +$87.3M +71% 0.28% 1.84% 5 0% 17
TCTWM
6405
Three Cord True Wealth Management
Pennsylvania
$210M +$30.2M +17% 11.1% – 43 9.3% 4.1
BI
6406
Beckerman Institutional
New Jersey
$210M +$21.9M +12% 8.57% – 127 7.09% 5.9
BCPWM
6407
Bradley & Co Private Wealth Management
Florida
$210M +$20.1M +11% 10.3% – 224 5.36% 13.4
IVGAV
6408
Index Venture Growth Associates V
Jersey
$210M +$25.4M +14% 29.8% – 3 0% 2
BFG
6409
Baron Financial Group
New Jersey
$210M +$24.2M +13% 12.4% 55.5% 56 5.36% 16.6
FIS
6410
Fischer Investment Strategies
California
$210M +$38.2M +22% 15% 81% 52 19.23% 4.4
AWMNY
6411
Arcadia Wealth Management (New York)
New York
$210M +$24.8M +13% 13.3% – 61 14.75% 4.8
AW
6412
Apricus Wealth
South Carolina
$210M +$4.27M +2% 5.14% 78.8% 131 9.92% 10.4
SC
6413
Shearwater Capital
Colorado
$209M +$18.7M +10% 11% 74.4% 73 13.7% 11.5
TIA
6414
Trust Investment Advisors
Indiana
$209M +$38.5M +23% 32.5% 167% 101 15.84% 19.6
IF
6415
Integrity Financial
Wyoming
$209M +$8.32M +4% 14.2% 66.3% 318 16.35% 9.7
SHFA
6416
Sherrill & Hutchins Financial Advisory
Georgia
$209M +$39.9M +24% 9.26% – 20 25% 4.7
SWMG
6417
Sard Wealth Management Group
Georgia
$209M +$25.2M +14% 11% – 64 10.94% 7.4
HI
6418
Humankind Investments
New York
$209M +$34M +19% 18.2% 62.5% 24 25% 5.1
PIA
6419
Panoramic Investment Advisors
Colorado
$209M +$24.1M +13% 12.9% – 145 13.1% 8.8
NED
6420
Nancy E. Dempze
$209M +$26.9M +15% 23.6% 83.1% 97 11.34% 17.7
PAM
6421
Peninsula Asset Management
Florida
$209M +$13.1M +7% 9.36% 44.1% 56 8.93% 28.5
HFS
6422
Hoge Financial Services
Pennsylvania
$209M +$22.1M +12% 12.4% – 87 21.84% 6.2
IA
6423
IFS Advisors
Kansas
$209M +$14.8M +8% 8.74% 48.3% 226 6.64% 10.7
RC
6424
RLH Capital
New York
$209M +$12M +6% 0.19% – 180 67.78% 0.4
PFG
6425
Pacific Financial Group
Washington
$209M +$23M +12% 14.5% 61.1% 90 8.89% 21.2