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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)
Baron Financial Group
6451
Baron Financial Group
New Jersey
$187M +$3.99M +2% 1.46% 55.5% 59 18.64% 3.7
MY.Alpha Management HK Advisors
6452
MY.Alpha Management HK Advisors
Hong Kong
$186M +$32M +21% 11.4% 423% 16 68.75% 0.8
JD6
6453
J Digital 6
Illinois
$186M -$126M -40% 12.1% – 2 0% 0.3
Investments & Financial Planning LLC
6454
Investments & Financial Planning LLC
Kentucky
$186M +$1.23M +0.7% 1.19% 63.6% 38 5.26% 3.2
PC
6455
Panoramic Capital
California
$186M -$36.2M -16% 21.3% – 58 51.72% 0.5
CCA
6456
Cypress Capital Advisors
Tennessee
$186M +$10.7M +6% 2.83% – 78 7.69% 0.9
Whalen Wealth Management
6457
Whalen Wealth Management
Nevada
$186M +$15.1M +9% 4.03% 90.2% 256 57.81% 0.5
Walker Asset Management
6458
Walker Asset Management
Missouri
$186M +$7.72M +4% 6.19% 87.6% 144 6.94% 2.6
Sage Private Wealth Group
6459
Sage Private Wealth Group
Illinois
$186M +$6.2M +3% 3.56% 72.3% 92 5.43% 2.4
FAG
6460
Financial Architects (Georgia)
Georgia
$186M +$10M +6% 0.6% 35.9% 34 29.41% 1.3
General Motors Holdings
6461
General Motors Holdings
Michigan
$186M +$8.49M +5% 10.4% 21.4% 5 0% 2.1
Archer Investment Management
6462
Archer Investment Management
Texas
$186M +$23.1M +14% 0.67% – 120 53.33% 0.4
Waterfall Asset Management
6463
Waterfall Asset Management
New York
$186M -$717M -79% 3.05% – 21 38.1% 0.5
GWM
6464
Global Wealth Management
New Jersey
$186M -$4.66M -2% 3.14% – 44 27.27% 0.8
Base Wealth Management
6465
Base Wealth Management
Florida
$186M +$10.3M +6% 1.34% – 66 13.64% 0.6
Greencape Capital
6466
Greencape Capital
Australia
$186M -$222M -54% 11.5% 98.1% 3 66.67% 4
Winthrop Partners - WNY
6467
Winthrop Partners - WNY
New York
$186M – – 1.5% – 84 – 5.8
Merrion Investment Management
6468
Merrion Investment Management
New Jersey
$186M +$11.4M +7% 7.36% 161% 114 7.89% 3.1
SWP
6469
Semus Wealth Partners
Florida
$186M +$9.02M +5% 5.04% 107% 120 13.33% 2.1
Strategic Planning Inc
6470
Strategic Planning Inc
Ohio
$186M +$12.7M +7% 2.79% – 59 20.34% 0.6
Bullseye Asset Management
6471
Bullseye Asset Management
Colorado
$186M -$5.41M -3% 3.16% 81% 70 28.57% 3.2
HFS
6472
Hoge Financial Services
Pennsylvania
$186M +$11.1M +6% 1.97% 60.8% 75 12% 1.4
Hahn Capital Management
6473
Hahn Capital Management
California
$185M -$23.3M -11% 1.55% 71.7% 30 6.67% 7.4
Promethium Advisors
6474
Promethium Advisors
Maryland
$185M +$11M +6% 2.85% – 124 10.48% 1.1
Stephens Group
6475
Stephens Group
Arkansas
$185M -$6.12K -0% 1.74% 45% 3 0% 3.8