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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)
Insight Inv LLC
6601
Insight Inv LLC
California
$178M +$8.06M +5% 4.43% 139% 116 6.9% 3
Pettee Investors
6602
Pettee Investors
Connecticut
$178M -$3.38M -2% 2.91% 96.1% 114 7.89% 6.8
Counterweight Ventures
6603
Counterweight Ventures
North Carolina
$178M +$7.27M +4% 3.3% – 80 1.25% 1.7
Vision One Management Partners
6604
Vision One Management Partners
Florida
$178M +$19.3M +12% 2.31% – 12 25% 1
CC
6605
Corsicana & Co
Texas
$178M +$149K +0.1% 1.13% – 263 2.28% 3
Beckerman Institutional
6606
Beckerman Institutional
New Jersey
$178M +$8.22M +5% 3.07% – 118 5.08% 1.1
Valley Financial Group
6607
Valley Financial Group
Pennsylvania
$178M +$1.65M +0.9% 2.03% – 70 18.57% 1.6
Delta Capital Management
6608
Delta Capital Management
New Jersey
$178M -$15.4M -8% 5.28% 129% 105 9.52% 5.9
Wynnefield Capital
6609
Wynnefield Capital
New York
$178M +$11.5M +7% 16.2% 52.1% 15 20% 5.9
ViaWealth
6610
ViaWealth
Kansas
$178M -$5.28M -3% 1.4% 77.2% 163 9.82% 2.4
Emergent Wealth Advisors
6611
Emergent Wealth Advisors
New York
$178M +$5.27M +3% 1.88% 74.2% 139 14.39% 1.4
Independence Wealth Advisors (Ohio)
6612
Independence Wealth Advisors (Ohio)
Ohio
$178M – – 1.8% – 83 – 0
Atomic Invest
6613
Atomic Invest
New York
$178M – – 2.36% – 308 – 0
Electric Capital Partners
6614
Electric Capital Partners
California
$178M – – 41.6% – 8 – 0
Atlantic Investment Management
6615
Atlantic Investment Management
New York
$178M +$3.49M +2% 11.8% 28.8% 15 60% 0.6
Monashee Investment Management
6616
Monashee Investment Management
Massachusetts
$177M -$23.1M -12% 46.4% 460% 88 86.36% 0.3
Ballew Advisors
6617
Ballew Advisors
Mississippi
$177M -$1.74M -1% 0.8% 68% 130 13.85% 3.6
AI
6618
Arrien Investments
Idaho
$177M +$6.36M +4% 1.42% 46% 46 13.04% 1.8
Meriwether Wealth & Planning
6619
Meriwether Wealth & Planning
Louisiana
$177M +$4.71M +3% 2.19% – 135 14.81% 0.9
Alan N. Hoffman Investment Management
6620
Alan N. Hoffman Investment Management
Massachusetts
$177M -$51.8M -23% 5.84% 114% 15 0% 3.8
Guardian Wealth Advisors (Minnesota)
6621
Guardian Wealth Advisors (Minnesota)
Minnesota
$177M +$882K +0.5% 2.38% 62.6% 75 8% 3.7
PTM Wealth Management
6622
PTM Wealth Management
United States
$177M +$9.7M +6% 1.68% – 56 3.57% 0.6
Babb Wealth Advisors
6623
Babb Wealth Advisors
Arizona
$177M +$23.3M +15% 1.85% – 21 23.81% 0.9
Milestone Asset Management Group
6624
Milestone Asset Management Group
Connecticut
$177M +$18.2M +11% 0.56% – 132 15.91% 0.8
Warburton Capital Management
6625
Warburton Capital Management
Oklahoma
$177M +$10.9M +7% 3.1% – 68 20.59% 0.7