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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)
EVR Research
6476
EVR Research
Virginia
$185M +$18.1M +11% 1.74% 165% 41 56.1% 0.5
JAWA
6477
John A. Wolfe & Associates
Michigan
$185M – – 0.19% – 32 – 0
BCK Partners
6478
BCK Partners
New York
$185M -$687K -0.4% 0.96% 46% 28 10.71% 3.8
Robinson Value Management
6479
Robinson Value Management
Texas
$185M +$12.5M +7% 6.05% 79.3% 77 11.69% 3.5
CoreFirst Bank & Trust
6480
CoreFirst Bank & Trust
Kansas
$185M +$25.3K +0% 2.49% 61.4% 350 19.43% 1.9
Kingsman Wealth Management
6481
Kingsman Wealth Management
Florida
$185M +$5.25M +3% 2.92% – 73 15.07% 0.6
Wernau Asset Management
6482
Wernau Asset Management
Massachusetts
$185M +$37.7M +26% 5.12% – 49 0% 1
Cassia Capital Partners
6483
Cassia Capital Partners
North Carolina
$185M +$1.63M +0.9% 2.61% 59.9% 63 4.76% 2.7
Innealta Capital
6484
Innealta Capital
Texas
$185M -$15.4M -8% 2.53% 69.8% 115 33.04% 2.2
Foresight Capital Management Advisors
6485
Foresight Capital Management Advisors
Michigan
$185M +$6.76M +4% 1.77% 100% 95 25.26% 1.5
WESPAC Advisors
6486
WESPAC Advisors
California
$184M +$13.3M +8% 5.39% 126% 210 30.95% 1.2
Tribune Investment Group
6487
Tribune Investment Group
New York
$184M -$22M -11% 7.98% – 30 63.33% 0.3
Fortis Advisors
6488
Fortis Advisors
Pennsylvania
$184M +$6.61M +4% 3.83% 72.8% 135 18.52% 3.1
Ridgecrest Wealth Partners
6489
Ridgecrest Wealth Partners
California
$184M -$36.8M -17% 5.47% 103% 122 18.85% 3.4
Element Squared
6490
Element Squared
Minnesota
$184M +$8.89M +5% 3.39% – 77 58.44% 0.3
GS Investments
6491
GS Investments
Minnesota
$184M -$17.9M -9% 2.65% 108% 117 2.56% 4.5
Riverchase Wealth Management
6492
Riverchase Wealth Management
Texas
$184M +$7.56M +4% 1.83% – 78 12.82% 0.8
Panoramic Investment Advisors
6493
Panoramic Investment Advisors
Colorado
$184M +$6.19M +3% 2.01% – 132 9.85% 2.1
denkapparat Operations
6494
denkapparat Operations
Germany
$184M +$27.2M +17% 4.99% – 320 22.5% 0.6
Vermillion & White Wealth Management Group
6495
Vermillion & White Wealth Management Group
Pennsylvania
$184M +$8.19M +5% 1.83% – 645 22.17% 1.2
Nordflint Capital Partners Fondsmaeglerselskab
6496
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$184M -$25.8M -12% 15.3% – 1 0% 1
MF
6497
Meridian Financial
Massachusetts
$184M +$6.1M +3% 1.57% 58.5% 146 7.53% 2.6
Sage Advisory Services
6498
Sage Advisory Services
Texas
$184M -$7.07M -4% 0.82% 37.8% 48 14.58% 3.5
Monument Group Wealth Advisors
6499
Monument Group Wealth Advisors
Massachusetts
$183M +$13.6M +8% 3.13% 68.6% 52 11.54% 1.5
Hager Investment Management Services
6500
Hager Investment Management Services
New Hampshire
$183M -$1.63M -0.9% 5.18% – 340 20% 0.8