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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)
Bruce G. Allen Investments
6676
Bruce G. Allen Investments
Colorado
$119M -$2.68M -2% 0.5% – 1,036 12.26% 0.5
Balanced Rock Investment Advisors
6677
Balanced Rock Investment Advisors
Massachusetts
$119M +$1.72M +1% 0.15% – 90 3.33% 0.5
Brewster Financial Planning
6678
Brewster Financial Planning
New York
$119M +$2.62M +2% 0.1% 44.3% 19 15.79% 1.8
Sage Private Wealth Group
6679
Sage Private Wealth Group
Illinois
$119M -$5.99M -5% 0.45% 72.3% 92 16.3% 1.6
Acuta Capital Partners
6680
Acuta Capital Partners
California
$119M -$35.2M -23% 1.17% 7,269% 42 42.86% 0.9
LAM Group
6681
LAM Group
Oregon
$119M -$4.01M -3% 0.55% 54.3% 134 8.21% 1.3
Opinicus Capital
6682
Opinicus Capital
Florida
$119M +$5.81M +5% 5.88% – 104 11.54% 0.5
DIM
6683
DC Investments Management
Virginia
$119M -$4.81M -4% 3.58% 56.3% 93 9.68% 1.2
Duncan Williams Asset Management
6684
Duncan Williams Asset Management
Tennessee
$119M +$7.64M +7% 2.27% – 71 15.49% 0.2
IFS Advisors
6685
IFS Advisors
Kansas
$119M +$4.02M +4% 2.2% 54.2% 157 3.18% 2
School Employees Retirement Board of Ohio
6686
School Employees Retirement Board of Ohio
Ohio
$119M – – 0.73% – 2 – 0
Koa Wealth Management
6687
Koa Wealth Management
California
$118M +$7.4M +7% 3.72% 74.8% 50 6% 0.5
Virtus Investment Advisers
6688
Virtus Investment Advisers
Connecticut
$118M -$21.6M -15% 5.41% 172% 381 24.41% 0.7
Washington Capital Management
6689
Washington Capital Management
Washington
$118M -$5.25M -4% 0.19% 81.8% 118 21.19% 2.8
Schulz Wealth
6690
Schulz Wealth
Texas
$118M +$1.09M +0.9% 1.81% – 58 3.45% 0.5
Moon Capital Management
6691
Moon Capital Management
New York
$118M +$18.5M +19% 2.24% 76.3% 20 50% 2.6
Blodgett Wealth Advisors
6692
Blodgett Wealth Advisors
California
$118M +$7.19M +6% 12.4% 124% 66 13.64% 2
Diker Management
6693
Diker Management
New York
$118M -$4.89M -4% 6.38% 210% 40 20% 2.6
BTC
6694
Bank & Trust Company
Illinois
$118M – – 1.33% – 287 – 0
Exchange Bank
6695
Exchange Bank
California
$118M -$4.01M -3% 1.51% 75.2% 116 7.76% 0.9
Sapphire Ventures
6696
Sapphire Ventures
Texas
$118M -$16.7M -12% 12% 27.9% 6 0% 2.8
Travelers Companies
6697
Travelers Companies
Minnesota
$117M -$49.7M -30% 16.3% – 2 50% 0.5
Mosley Wealth Management
6698
Mosley Wealth Management
California
$117M +$10.9M +10% 2.96% – 111 22.52% 0.4
TA
6699
TPG Advisors
Illinois
$117M – – 2% – 84 – 0
Schubert & Co
6700
Schubert & Co
Texas
$117M $0 0% 0.35% 47.3% 32 0% 2.1