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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)
TI-Trust
6451
TI-Trust
Illinois
$140M +$9.9M +8% 7.53% 88.8% 127 5.51% 3.5
Draper Asset Management
6452
Draper Asset Management
New York
$140M +$7.48M +6% 3.6% 187% 28 35.71% 1.9
Washburn Capital Management
6453
Washburn Capital Management
Florida
$140M -$541K -0.4% 4.86% 123% 40 10% 3.2
Erickson Financial Group
6454
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 5.88% 63.3% 26 11.54% 2.1
Mork Capital Management
6455
Mork Capital Management
California
$140M +$12M +9% 6.62% 61.9% 107 0.93% 3.2
Berry Wealth Group
6456
Berry Wealth Group
Texas
$140M +$14.3M +11% 8.91% – 101 23.76% 0.5
PWAM
6457
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 7.7% 100% 114 8.77% 1.3
Darden Wealth Group
6458
Darden Wealth Group
Michigan
$139M -$26.6M -16% 2.56% – 109 11.93% 0.6
Clarity Capital Advisors
6459
Clarity Capital Advisors
Florida
$139M +$9.9M +8% 6.32% 57.9% 79 1.27% 0.7
Westfuller Advisors
6460
Westfuller Advisors
New York
$139M – – 4.81% – 82 – 0.4
FSC Wealth Advisors
6461
FSC Wealth Advisors
New York
$139M +$3.84M +3% 6.09% 66.4% 320 17.81% 1.5
Valley Brook Capital Group
6462
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 7.95% 122% 118 5.93% 2.9
Blake Schutter Theil Wealth Advisors
6463
Blake Schutter Theil Wealth Advisors
Ohio
$139M – – 6.59% – 158 – 0
Moon Capital Management
6464
Moon Capital Management
New York
$139M +$21M +18% 9.84% 76.3% 21 33.33% 2.3
OneAscent Financial Services
6465
OneAscent Financial Services
Alabama
$139M -$579M -81% 8.07% 63.8% 341 73.02% 0.7
Kopion Asset Management
6466
Kopion Asset Management
Texas
$139M -$2.01M -1% 5.22% 80.5% 19 5.26% 3.6
Marquette Associates
6467
Marquette Associates
Illinois
$139M +$6.16M +5% 6.2% – 38 15.79% 0.7
MB Generational Wealth
6468
MB Generational Wealth
Washington
$139M +$9.8M +8% 6.62% – 61 18.03% 0.6
Lynx Investment Advisory
6469
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 7.54% – 815 82.58% 0.3
BayBridge Capital Group
6470
BayBridge Capital Group
California
$139M +$11M +9% 6.11% 78.5% 102 28.43% 0.5
Secured Retirement Advisors
6471
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 4.18% – 136 27.21% 0.6
Clayton Partners
6472
Clayton Partners
California
$139M +$14.5M +12% 8.98% 109% 40 15% 1.9
Forbes Financial Planning
6473
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 6.09% 52.3% 31 6.45% 1.9
1620 Investment Advisors
6474
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 7.07% 68.9% 728 21.43% 0.5
Cook & Bynum Capital Management
6475
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 6.31% 46.8% 5 0% 7.2