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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)
Spartan Planning & Wealth Management
6551
Spartan Planning & Wealth Management
North Carolina
$80.2M +$3.84M +5% 7.58% – 174 48.85% 0.4
Redwood Wealth Management Group
6552
Redwood Wealth Management Group
New Jersey
$80.1M – – 8.68% 74.1% 146 – 0
Clifford Group
6553
Clifford Group
Massachusetts
$80.1M – – 7.52% 67.9% 74 – 0
Nvest Financial
6554
Nvest Financial
New Hampshire
$79.9M +$9.19M +13% 9.08% 92.8% 51 7.84% 0.7
Offit Capital Advisors
6555
Offit Capital Advisors
New York
$79.8M +$11.3M +16% 25.3% – 1 0% 1
David J. Yvars Group
6556
David J. Yvars Group
Florida
$79.8M -$10.2M -11% 9.27% 143% 71 14.08% 1.6
Fidato Wealth
6557
Fidato Wealth
Ohio
$79.7M +$6.52M +9% 6.66% 61.1% 7 28.57% 0.7
Meritech Capital Associates VI
6558
Meritech Capital Associates VI
California
$79.7M -$17.4M -18% 16.6% – 6 0% 1
PAM
6559
Premier Asset Management
Illinois
$79.6M -$16.9M -17% 10.2% 104% 121 23.14% 2
Ativo Capital Management
6560
Ativo Capital Management
Illinois
$79.5M +$15.8M +25% 11.1% 63.2% 62 24.19% 2
DIM
6561
DC Investments Management
Virginia
$79M +$35.3M +81% 3.41% 56.3% 65 64.62% 0.4
TMC
6562
Trellus Management Company
Florida
$79M -$3.38M -4% 1.32% 268% 73 49.32% 1.5
Luts & Greenleigh Group
6563
Luts & Greenleigh Group
Maryland
$78.9M – – 14.1% – 60 – 0
Watershed Asset Management
6564
Watershed Asset Management
California
$78.9M +$2.26M +3% 11.2% – 159 52.2% 0.4
Orca Investment Management
6565
Orca Investment Management
Oregon
$78.9M +$2.22M +3% 7.87% 122% 57 0% 5.6
ClientFirst Wealth Management
6566
ClientFirst Wealth Management
Arkansas
$78.8M -$1.84M -2% 14.2% – 26 3.85% 0.9
Gritstone Asset Management
6567
Gritstone Asset Management
Maryland
$78.6M – – 3.63% – 213 – 0
EDBI Pte Ltd
6568
EDBI Pte Ltd
Singapore
$78.5M -$16.5M -17% 9.4% 6.21% 26 26.92% 0.9
Mayfair Advisory Group
6569
Mayfair Advisory Group
Alabama
$78.5M +$7.76M +11% 8.43% 71.5% 125 20% 1.5
Mendota Financial Group
6570
Mendota Financial Group
Wisconsin
$78.5M – – 12.6% 50.1% 312 – 0
Arthedge Capital Management
6571
Arthedge Capital Management
New York
$78.5M -$19.6M -20% 17.5% 80.7% 13 7.69% 1.5
AtonRa Partners
6572
AtonRa Partners
Switzerland
$78.5M -$23.3M -23% 14.9% 49% 116 4.31% 1.4
WPA
6573
Winning Points Advisors
Florida
$78.5M -$3.36M -4% 6.51% – 53 26.42% 3.8
Morling Financial Advisors
6574
Morling Financial Advisors
California
$78.4M +$4.98M +7% 3.82% 91.2% 79 16.46% 0.8
swisspartners
6575
swisspartners
Liechtenstein
$78.4M -$18.2M -19% 20.4% – 85 20% 1.5