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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)
Union Square Park Capital Management
6426
Union Square Park Capital Management
New York
$155M +$17.3M +13% 0.88% 75.8% 45 51.11% 0.8
Laurel Wealth Planning
6427
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 1.97% 59.5% 55 3.64% 3
EIM
6428
Ervin Investment Management
Washington
$155M -$838K -0.5% 3.39% 92.9% 39 5.13% 2.5
Strategic Value Bank Partners
6429
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 5.73% 98.1% 18 22.22% 2.7
Ledgewood Wealth Advisors
6430
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 1.41% 42.8% 73 6.85% 0.9
Godshalk Welsh Capital Management
6431
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 0.17% 61.1% 126 6.35% 6.6
Clay Northam Wealth Management
6432
Clay Northam Wealth Management
California
$155M +$9.6M +7% 6.43% 125% 98 12.24% 2
Nipun Capital
6433
Nipun Capital
California
$155M -$3.43M -2% 8.9% 30.2% 9 33.33% 0.7
Fee-Only Financial Planning
6434
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 1.31% 72.6% 40 0% 1.8
KA
6435
Kearns & Associates
California
$155M +$3.07M +2% 1.28% 78.7% 44 4.55% 2.1
Oxford Wealth Group
6436
Oxford Wealth Group
Florida
$155M +$31.8M +26% 3.17% – 62 14.52% 0.7
WG
6437
Wealth Group
North Carolina
$155M +$5.58M +4% 1.28% – 164 9.76% 0.6
Center For Asset Management
6438
Center For Asset Management
Florida
$154M -$12.9M -8% 0.27% 66.6% 132 18.94% 1.9
Tenon Financial
6439
Tenon Financial
New Jersey
$154M +$3.45M +2% 0.68% – 49 16.33% 0.6
Disciplined Equity Management
6440
Disciplined Equity Management
Florida
$154M -$4.12M -3% 0.34% 72.3% 63 7.94% 2.1
Renasant Bank
6441
Renasant Bank
Mississippi
$154M +$2.31M +2% 0.6% 72.3% 184 16.85% 2.3
Mendota Financial Group
6442
Mendota Financial Group
Wisconsin
$154M -$55.1M -26% 0.75% 50.1% 1,212 71.62% 1
HFG Wealth Management
6443
HFG Wealth Management
Texas
$154M -$2.67M -2% 1.26% 45.9% 42 7.14% 1.3
Bain Capital Public Equity
6444
Bain Capital Public Equity
Massachusetts
$154M +$10.1M +7% 7.89% 169% 45 57.78% 0.6
Omega Fund Management
6445
Omega Fund Management
Massachusetts
$154M -$5.82M -4% 11.6% 106% 12 8.33% 2.6
Apricus Wealth
6446
Apricus Wealth
South Carolina
$154M +$2.39M +2% 2.12% 80.6% 104 14.42% 2
Cook & Bynum Capital Management
6447
Cook & Bynum Capital Management
Alabama
$154M +$15.4M +11% 13.3% 46.8% 7 28.57% 5.3
Lantern Wealth Advisors
6448
Lantern Wealth Advisors
New York
$154M +$9.7M +7% 2.43% – 144 18.75% 0.8
GEN Financial Management
6449
GEN Financial Management
Minnesota
$154M – – 1.85% – 56 – 0
Farrow Financial
6450
Farrow Financial
Vermont
$154M -$4.68M -3% 0.25% 79.9% 54 11.11% 0.9