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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)
DAM
6451
Draper Asset Management
New York
$140M +$7.48M +6% 3.6% 187% 28 35.71% 1.9
WCM
6452
Washburn Capital Management
Florida
$140M -$541K -0.4% 4.86% 117% 40 10% 3.2
EFG
6453
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 5.88% 63.3% 26 11.54% 2.1
MCM
6454
Mork Capital Management
California
$140M +$12M +9% 6.62% 61.9% 107 0.93% 3.2
BWG
6455
Berry Wealth Group
Texas
$140M +$14.3M +11% 8.91% – 101 23.76% 0.5
PWAM
6456
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 7.7% 100% 114 8.77% 1.3
DWG
6457
Darden Wealth Group
Michigan
$139M -$26.6M -16% 2.56% – 109 11.93% 0.6
CCA
6458
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 6.32% – 79 1.27% 0.7
WA
6459
Westfuller Advisors
New York
$139M – – 4.81% – 82 – 0.4
FWA
6460
FSC Wealth Advisors
New York
$139M +$3.84M +3% 6.09% 34.3% 320 17.81% 1.5
VBCG
6461
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 7.95% 106% 118 5.93% 2.9
BSTWA
6462
Blake Schutter Theil Wealth Advisors
Ohio
$139M – – 6.59% – 158 – 0
MCM
6463
Moon Capital Management
New York
$139M +$21M +18% 9.84% 76.3% 21 33.33% 2.3
OFS
6464
OneAscent Financial Services
Alabama
$139M -$579M -81% 8.07% 63.8% 341 73.02% 0.7
KAM
6465
Kopion Asset Management
Texas
$139M -$2.01M -1% 5.22% 80.5% 19 5.26% 3.6
MA
6466
Marquette Associates
Illinois
$139M +$6.16M +5% 6.2% – 38 15.79% 0.7
MGW
6467
MB Generational Wealth
Washington
$139M +$9.85M +8% 6.62% – 61 18.03% 0.6
LIA
6468
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 7.54% – 815 82.58% 0.3
BCG
6469
BayBridge Capital Group
California
$139M +$11M +9% 6.11% 78.5% 102 28.43% 0.5
SRA
6470
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 4.18% – 136 27.21% 0.6
CP
6471
Clayton Partners
California
$139M +$14.5M +12% 8.98% 109% 40 15% 1.9
FFP
6472
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 6.09% 46.7% 31 6.45% 1.9
1IA
6473
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 7.07% 68.9% 728 21.43% 0.5
CBCM
6474
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 6.31% 46.8% 5 0% 7.2
VVA
6475
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 48.8% 154% 6 16.67% 2.6