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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)
Green Alpha Advisors
6576
Green Alpha Advisors
Colorado
$124M -$13.6M -10% 5.76% 316% 143 4.2% 2.5
Emergent Wealth Advisors
6577
Emergent Wealth Advisors
New York
$124M +$8.4M +7% 1.99% 74.2% 113 12.39% 0.4
Cohen Investment Advisors
6578
Cohen Investment Advisors
New Hampshire
$124M -$29.9M -19% 1.74% 90.6% 78 3.85% 3.3
Clayton Partners
6579
Clayton Partners
California
$124M +$6.6M +6% 4.54% 109% 39 15.38% 1.9
Dentgroup
6580
Dentgroup
Louisiana
$124M +$3.24M +3% 0.97% 53.6% 89 22.47% 1.8
Kellett Wealth Advisors
6581
Kellett Wealth Advisors
Ohio
$124M -$20.5M -14% 2.82% 76.3% 92 31.52% 1.5
Dean Jacobson Financial Services
6582
Dean Jacobson Financial Services
Texas
$124M +$471K +0.4% 0.21% 55.7% 13 7.69% 1.4
Mosaic Advisors
6583
Mosaic Advisors
Texas
$124M +$1.47M +1% 0.42% 50.9% 17 17.65% 2.2
Hamilton Lane Advisors
6584
Hamilton Lane Advisors
Pennsylvania
$124M -$22.7M -15% 1.39% 167% 20 15% 1.9
Clifford Group
6585
Clifford Group
Massachusetts
$124M +$2.75M +2% 2.63% 67.9% 74 5.41% 1.3
Oceanside Advisors
6586
Oceanside Advisors
South Carolina
$124M +$2.93M +2% 0.3% – 48 6.25% 0.5
FWM
6587
FMA Wealth Management
Massachusetts
$124M +$3.03M +3% 0.68% 40.8% 43 6.98% 0.4
Patrick M. Sweeney & Associates
6588
Patrick M. Sweeney & Associates
Illinois
$124M +$2.08M +2% 0.76% 90.4% 140 5% 0.5
Eagle Wealth Strategies
6589
Eagle Wealth Strategies
New Jersey
$124M +$605K +0.5% 1.71% 85% 96 9.38% 0.5
RL
6590
RPO LLC
Connecticut
$123M +$53.9M +77% 6.36% 66.2% 61 45.9% 0.7
LI
6591
Latash Investments
Alaska
$123M -$17.2M -12% 3.16% 110% 20 15% 4.1
Archon Capital Management
6592
Archon Capital Management
Washington
$123M -$167M -57% 10.9% 222% 37 45.95% 2.5
Napatree Capital
6593
Napatree Capital
Rhode Island
$123M +$20.1M +19% 1.76% – 138 13.77% 0.4
WA
6594
Wealthstar Advisors
Texas
$123M -$164M -57% 2.6% – 152 94.74% 1.2
Stonekeep Investments
6595
Stonekeep Investments
New Mexico
$123M – – 2.76% – 48 – 0
Elevate Wealth Advisory
6596
Elevate Wealth Advisory
Georgia
$123M +$8.37M +7% 0.18% – 114 9.65% 0.5
PIP
6597
PB Investment Partners
California
$123M -$9.48M -7% 6.75% 81.1% 9 11.11% 2.1
Zeit Capital
6598
Zeit Capital
Colorado
$123M -$713K -0.6% 1.15% 56.5% 30 3.33% 3.2
B. Riley Financial
6599
B. Riley Financial
California
$123M +$18.1M +17% 16.8% 682% 20 40% 1.6
CAP Partners LLC
6600
CAP Partners LLC
Tennessee
$123M +$9.8M +9% 2.72% 97% 131 12.21% 0.4