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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)
Madrid Financial Services
6676
Madrid Financial Services
California
$160M +$12.3M +8% 8.34% – 27 22.22% 0.5
Tiptree Advisors
6677
Tiptree Advisors
New York
$160M +$32.2M +25% 40.9% – 25 28% 0.5
Atala Financial
6678
Atala Financial
California
$160M +$14.8M +10% 8.68% – 139 15.83% 0.7
AC
6679
Athos Capital
Hong Kong
$160M +$92.8M +139% 0.22% 110% 48 56.25% 0.8
FIG Financial Advisory Services
6680
FIG Financial Advisory Services
Oklahoma
$160M +$9.9M +7% 7.81% – 85 58.82% 0.3
Farrell Financial
6681
Farrell Financial
New York
$160M +$10.5M +7% 6.28% 57.8% 71 9.86% 1.5
Rainwater Charitable Foundation
6682
Rainwater Charitable Foundation
Texas
$159M -$9.8M -6% 5.71% 44% 4 0% 3.6
Upper Left Wealth Management
6683
Upper Left Wealth Management
Florida
$159M +$9.42M +6% 7% 52.7% 65 0% 2.7
Erickson Financial Group
6684
Erickson Financial Group
Pennsylvania
$159M +$11.2M +8% 7.43% 63.3% 26 0% 3.1
RPD Fund Management
6685
RPD Fund Management
New York
$159M -$67.3M -30% 11.9% – 8 50% 0.6
Pillar Financial Advisors
6686
Pillar Financial Advisors
Kentucky
$159M +$14.4M +10% 5.67% – 119 10.08% 0.7
AWM
6687
Aberdeen Wealth Management
Illinois
$159M +$8.78M +6% 6.97% 73.1% 170 5.88% 4.2
Gerber LLC
6688
Gerber LLC
Ohio
$159M +$16.9M +12% 9.51% 137% 99 23.23% 1.4
Newport Capital Group
6689
Newport Capital Group
New Jersey
$159M +$11.5M +8% 4.98% – 70 10% 1.5
Widmann Financial Services
6690
Widmann Financial Services
Maryland
$159M +$15.6M +11% 8.22% 75.2% 115 7.83% 2.7
Brewster Financial Planning
6691
Brewster Financial Planning
New York
$159M +$10.8M +7% 5.15% 44.3% 27 3.7% 2.2
PS
6692
Pennant Select
New Jersey
$159M +$28.6M +22% 69.3% – 12 0% 1.4
International Private Wealth Advisors
6693
International Private Wealth Advisors
California
$159M +$42.4M +36% 8.2% – 184 20.11% 1
Milestone Asset Management Group
6694
Milestone Asset Management Group
Connecticut
$159M +$23.9M +18% 11.2% – 114 10.53% 0.6
Vision One Management Partners
6695
Vision One Management Partners
Florida
$159M -$7.75M -5% 16.1% – 13 46.15% 0.7
TI-Trust
6696
TI-Trust
Illinois
$159M +$9.7M +7% 6.86% 88.8% 132 4.55% 4.2
Future Financial Wealth Management
6697
Future Financial Wealth Management
Ohio
$159M +$12.1M +8% 6.41% 65.2% 473 7.4% 1.5
United Financial Planning Group
6698
United Financial Planning Group
New York
$159M – – 8.33% – 215 – 0
Anabranch Capital Management
6699
Anabranch Capital Management
Connecticut
$159M -$8.6M -5% 5.99% 139% 6 0% 3.6
Braun-Bostich & Associates
6700
Braun-Bostich & Associates
Pennsylvania
$159M +$12.3M +8% 7.05% 64.5% 129 13.18% 1.7