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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)
Manuka Financial
6676
Manuka Financial
Virginia
$193M +$30.7M +19% 12.4% – 59 11.86% 1.3
Occam Crest Management
6677
Occam Crest Management
Connecticut
$193M +$27.9M +17% 45.8% – 44 54.55% 0.4
Wernau Asset Management
6678
Wernau Asset Management
Massachusetts
$193M +$49.1M +34% 11.4% – 53 9.43% 1.4
Mustard Seed Financial
6679
Mustard Seed Financial
Arkansas
$192M +$25.6M +15% 8.51% 59.2% 101 12.87% 1.9
Emergent Wealth Advisors
6680
Emergent Wealth Advisors
New York
$192M +$23.2M +14% 16.1% 74.2% 133 14.29% 1.6
Anderson Financial Strategies
6681
Anderson Financial Strategies
Ohio
$192M +$10.5M +6% 10.3% – 41 34.15% 0.9
Richmond Brothers
6682
Richmond Brothers
Michigan
$192M +$42.1M +28% 16% 77.2% 97 63.92% 0.8
Klein Pavlis & Peasley Financial
6683
Klein Pavlis & Peasley Financial
California
$192M +$11.2M +6% 9.43% 97.4% 96 10.42% 1.3
Henson-Edgewater Management
6684
Henson-Edgewater Management
Ohio
$192M +$34.8M +22% 30.5% – 70 11.43% 0.5
Cyr Financial
6685
Cyr Financial
Illinois
$192M +$22.1M +13% 7.62% – 63 9.52% 1.3
Seros Financial
6686
Seros Financial
Arizona
$192M +$34.9M +22% 19.4% – 69 20.29% 1
Atlantic Investment Management
6687
Atlantic Investment Management
New York
$192M +$20.3M +12% 4.87% 28.8% 14 28.57% 0.8
Chico Wealth RIA
6688
Chico Wealth RIA
California
$192M +$28.2M +17% 17.3% 74.7% 49 24.49% 1.8
BayBridge Capital Group
6689
BayBridge Capital Group
California
$192M +$30.5M +19% 12.7% 78.5% 106 19.81% 1.6
GCM
6690
Granby Capital Management
Florida
$192M +$17.2M +10% 9.8% 50% 15 13.33% 2.9
White Wing Wealth Management
6691
White Wing Wealth Management
Texas
$192M +$25.1M +15% 15.2% – 44 25% 1.6
Presper Financial Architects
6692
Presper Financial Architects
Ohio
$192M +$23.4M +14% 17.5% – 58 18.97% 0.8
Strategic Financial Planning
6693
Strategic Financial Planning
Texas
$192M +$20.7M +12% 12.4% 47.5% 69 82.61% 1
HPM
6694
H. Partners Management
New York
$191M +$37.7M +25% 19.1% 13.5% 2 0% 1.3
Ewing Morris & Co Investment Partners
6695
Ewing Morris & Co Investment Partners
Ontario, Canada
$191M -$30.7M -14% 12.4% 63.5% 101 26.73% 1.1
Atmos Advisory
6696
Atmos Advisory
Pennsylvania
$191M +$15.2M +9% 7.56% 31.9% 20 0% 4.5
NWM
6697
Navigoe Wealth Management
California
$191M +$21.9M +13% 9.73% – 1,235 82.43% 0.2
Lee-Kelleher Wealth Management
6698
Lee-Kelleher Wealth Management
Maryland
$191M +$23.2M +14% 13.1% – 50 20% 1.1
Pillar Financial Advisors
6699
Pillar Financial Advisors
Kentucky
$191M +$20.1M +12% 10.4% – 116 10.34% 1.3
Andrews Lucia Wealth Management
6700
Andrews Lucia Wealth Management
California
$191M +$23.8M +14% 12% 59.7% 39 10.26% 2.8