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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)
Barnett & Company
6476
Barnett & Company
Tennessee
$153M +$1.32M +0.9% 3.92% 65.9% 84 9.52% 4.1
Tejara Capital
6477
Tejara Capital
United Kingdom
$153M -$57.2M -27% 3.44% 17.3% 74 50% 0.8
Straightline Group
6478
Straightline Group
Michigan
$153M – – 0.67% – 51 – 0
EdgeRock Capital
6479
EdgeRock Capital
Colorado
$153M +$10.3M +7% 4.51% 79.7% 69 5.8% 1.1
PP
6480
Pingora Partners
Wyoming
$153M +$11.4M +8% 10.1% – 237 11.81% 0.8
Spahn Wealth & Retirement
6481
Spahn Wealth & Retirement
Arizona
$152M – – 15.1% – 31 – 0
Cary Street Partners Investment Advisory
6482
Cary Street Partners Investment Advisory
Virginia
$152M -$2.56B -94% 3% 84.1% 812 42.98% 2.4
Renaissance Capital
6483
Renaissance Capital
Connecticut
$152M +$466K +0.3% 31.4% 392% 34 32.35% 0.9
Fortis Advisors
6484
Fortis Advisors
Pennsylvania
$152M -$1.84M -1% 1.61% 72.8% 111 6.31% 3.2
Visionary Horizons
6485
Visionary Horizons
Tennessee
$152M +$2.84M +2% 1.05% 69.2% 93 8.6% 0.8
EP
6486
Elkhorn Partners
Nebraska
$152M -$3.27M -2% 1.55% 32.2% 47 14.89% 5.1
Echo45 Advisors
6487
Echo45 Advisors
California
$152M -$1.43M -0.9% 1.44% 53.6% 55 18.18% 2
RiverTree Advisors
6488
RiverTree Advisors
Florida
$152M +$4.76M +3% 0.06% 25.4% 48 33.33% 1
West Bancorporation
6489
West Bancorporation
Iowa
$152M +$2.32M +2% 2.17% 72.5% 105 15.24% 3
Vesey Street Capital Partners
6490
Vesey Street Capital Partners
New York
$152M +$3.52M +2% 2.37% 47.8% 1 0% 3
Claris Financial
6491
Claris Financial
Virginia
$152M – – 1.4% – 153 – 0
Able Wealth Management
6492
Able Wealth Management
New Jersey
$152M +$20.1M +15% 0.88% 58.1% 100 14% 0.8
Inlight Wealth Management
6493
Inlight Wealth Management
Georgia
$152M – – 4.83% – 50 – 0
Mork Capital Management
6494
Mork Capital Management
California
$152M +$12.4M +9% 0.99% 61.9% 138 34.78% 2.8
Red Tree Management
6495
Red Tree Management
California
$152M – – 16% – 4 – 0
Financial Designs
6496
Financial Designs
California
$152M -$3.14M -2% 0.11% 49% 21 9.52% 0.8
Treasure Coast Financial Planning
6497
Treasure Coast Financial Planning
Florida
$152M -$10.2M -6% 2.58% 35.5% 38 10.53% 1.9
Main Line Retirement Advisors
6498
Main Line Retirement Advisors
Montana
$152M +$5.93M +4% 2.26% 47.6% 44 25% 1.1
Paradigm Strategies in Wealth Management
6499
Paradigm Strategies in Wealth Management
Minnesota
$152M -$7.85M -5% 1.32% 41.2% 55 16.36% 2.2
Boyar Asset Management
6500
Boyar Asset Management
New York
$152M -$3.74M -2% 0.99% 75.5% 79 1.27% 7.3