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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)
Pivotal bioVenture Partners Investment Advisor
6426
Pivotal bioVenture Partners Investment Advisor
California
$173M +$11.6M +7% 28.3% 667% 13 30.77% 2.4
Tilia Fiduciary Partners
6427
Tilia Fiduciary Partners
North Carolina
$173M +$9.08M +6% 6.63% 101% 121 10.74% 2.7
Strategic Planning Inc
6428
Strategic Planning Inc
Ohio
$173M +$5.82M +3% 6.99% – 61 27.87% 0.4
Golden Road Advisors
6429
Golden Road Advisors
Florida
$173M +$22.4M +15% 8.56% – 53 22.64% 1.2
GraniteShares Advisors
6430
GraniteShares Advisors
New York
$173M +$10.1M +6% 0.99% 88.4% 91 0% 1.6
Financial Designs
6431
Financial Designs
California
$173M +$9.6M +6% 5.59% 49% 35 37.14% 1.3
Perry Creek Capital
6432
Perry Creek Capital
New York
$173M -$14.3M -8% 10.5% 51.2% 12 8.33% 3.6
Meriwether Wealth & Planning
6433
Meriwether Wealth & Planning
Louisiana
$173M +$13M +8% 6.35% – 132 7.58% 0.7
Strategic Financial Planning
6434
Strategic Financial Planning
Texas
$173M +$12M +7% 6.76% 47.5% 38 0% 4.4
Alpha Zero
6435
Alpha Zero
Florida
$173M +$19M +12% 6.36% – 66 12.12% 0.7
Vestia Personal Wealth Advisors
6436
Vestia Personal Wealth Advisors
Indiana
$173M +$26.6M +18% 6.95% – 105 10.48% 1
Emergent Wealth Advisors
6437
Emergent Wealth Advisors
New York
$173M +$15.9M +10% 7.54% 74.2% 129 13.95% 1.2
Robinson Value Management
6438
Robinson Value Management
Texas
$172M +$13.3M +8% 10% 79.3% 76 15.79% 3.6
Presper Financial Architects
6439
Presper Financial Architects
Ohio
$172M +$38M +28% 6.05% – 51 9.8% 0.2
Kingstone Capital Partners Texas
6440
Kingstone Capital Partners Texas
Texas
$172M +$19.2M +13% 12.7% – 59 8.47% 0.6
Farrow Financial
6441
Farrow Financial
Vermont
$172M +$7.5M +5% 7.44% 79.9% 54 7.41% 1.4
Wealth Forward LLC
6442
Wealth Forward LLC
North Dakota
$172M +$23.4M +16% 6.33% 48.8% 44 25% 1.2
Defined Wealth Management
6443
Defined Wealth Management
Oregon
$172M +$10.6M +7% 7.52% 78.1% 110 7.27% 3.4
Benchmark Investment Advisors
6444
Benchmark Investment Advisors
Illinois
$172M – – 17.9% – 78 – 2.4
EJF Capital
6445
EJF Capital
Virginia
$172M +$46.5M +37% 6.58% 127% 82 24.39% 2.1
1GI
6446
180 GPS Investments
$172M – – 14.4% – 16 – 0
Oak Wealth Advisors
6447
Oak Wealth Advisors
Illinois
$172M +$16.2M +10% 7.25% – 59 3.39% 0.7
SFM LLC
6448
SFM LLC
New Hampshire
$172M +$16.1M +10% 6.87% 67.5% 62 8.06% 1.4
JGP Global Gestao de Recursos
6449
JGP Global Gestao de Recursos
Brazil
$172M -$32.4M -16% 28.1% 261% 47 31.91% 2.1
Mountaineer Partners Management
6450
Mountaineer Partners Management
New York
$172M +$20.6M +14% 16.8% 158% 18 11.11% 1.8