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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)
Commons Capital
6451
Commons Capital
Massachusetts
$92.7M -$8.38M -8% 5.53% 137% 216 17.13% 0.2
BVLP
6452
Bailey Value Limited Partnership
Massachusetts
$92.6M -$11.4M -11% 1.08% – 11 0% 0.3
White Knight Strategic Wealth Advisors
6453
White Knight Strategic Wealth Advisors
New Jersey
$92.5M -$3.15M -3% 1.93% 111% 75 10.67% 0.2
WESPAC Advisors
6454
WESPAC Advisors
California
$92.4M -$57M -38% 0.41% 112% 160 48.13% 1
KCM
6455
KRS Capital Management
Michigan
$92.4M -$24.2M -21% 7.23% 272% 400 71.5% 0.3
Hellman Jordan Management Company
6456
Hellman Jordan Management Company
Massachusetts
$92.2M +$8.88M +11% 1.17% 205% 70 22.86% 0.7
Sheares Healthcare Group
6457
Sheares Healthcare Group
Singapore
$92.2M -$53.6M -37% 36.9% – 1 0% 0.3
Dopkins Wealth Management
6458
Dopkins Wealth Management
New York
$92.1M -$9.22M -9% 3.8% 64.4% 39 5.13% 0.2
Meadow Creek Wealth Advisors
6459
Meadow Creek Wealth Advisors
Georgia
$92.1M -$13.9M -13% 1.47% – 125 21.6% 1.3
Tower Wealth Partners
6460
Tower Wealth Partners
Pennsylvania
$92.1M -$6.61M -7% 3.96% 53.7% 53 16.98% 1
Syverson Strege & Co
6461
Syverson Strege & Co
Iowa
$92M -$43M -32% 3.62% 66.8% 342 17.25% 1
1620 Investment Advisors
6462
1620 Investment Advisors
Massachusetts
$91.9M +$2.54M +3% 3.79% 68.9% 124 4.84% 0.2
Udine Wealth Management
6463
Udine Wealth Management
Florida
$91.7M -$5.13M -5% 2.22% 141% 23 39.13% 0.2
Teca Partners
6464
Teca Partners
Texas
$91.7M -$27.1M -23% 16.2% 66% 16 43.75% 0.2
Fidato Wealth
6465
Fidato Wealth
Ohio
$91.7M -$2.28M -2% 5.68% 61.1% 7 28.57% 0.2
MU Investments Company
6466
MU Investments Company
Japan
$91.6M -$7.58M -8% 7.53% 40.4% 24 0% 4.7
7IH
6467
72 Investment Holdings
Connecticut
$91.4M -$21.3M -19% 14.1% 1,556% 6 0% 0.6
Schubert & Co
6468
Schubert & Co
Texas
$91.2M -$7.14M -7% 1.89% 47.3% 1,447 5.39% 0.2
J2 Capital Management
6469
J2 Capital Management
Michigan
$91.2M -$14M -13% 1.35% – 117 23.08% 0.2
Symetra Investment Management
6470
Symetra Investment Management
Connecticut
$91.2M +$20.9M +30% 5.7% 37.3% 3 33.33% 0.5
Kingsbury Capital Investment Advisors
6471
Kingsbury Capital Investment Advisors
Illinois
$90.8M – – 7.02% – 97 – 0
Sanctuary Wealth Management
6472
Sanctuary Wealth Management
Idaho
$90.8M -$3.16M -3% 6.55% – 42 30.95% 2
CenturyLink Investment Management
6473
CenturyLink Investment Management
Colorado
$90.7M -$36.2M -29% 4.88% – 1 0% 0.3
LP
6474
Lloyd Park
Illinois
$90.7M -$88.1M -49% 4.56% – 111 55.86% 0.2
MAM
6475
Maytree Asset Management
Hong Kong
$90.6M +$14.3M +19% 28.9% 402% 20 45% 0.2