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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)
Wealth Science Advisors
6701
Wealth Science Advisors
Georgia
$173M – – 3.49% – 71 – 0
HSM
6702
H Squared Management
New York
$173M – – 1.01% – 11 – 0
PS
6703
Presima Securities
Quebec, Canada
$173M -$191M -52% 3.11% 10.3% 48 0% 5.6
SBCM
6704
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 6.83% 133% 67 1.49% 1.7
Lennar Corp
6705
Lennar Corp
Florida
$173M – – 21.8% – 5 – 0
Heronetta Management
6706
Heronetta Management
New York
$173M -$9.7M -5% 0.45% 59.7% 25 0% 7.6
Finivi Inc
6707
Finivi Inc
Massachusetts
$173M +$15.9M +10% 2.49% 144% 104 7.69% 2.2
Michael S. Ryan Inc
6708
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 2.46% 63.3% 58 13.79% 1.5
WF
6709
Williams Financial
Vermont
$173M +$75.9M +78% 1.08% 33.1% 31 67.74% 0.4
Brookmont Capital Management
6710
Brookmont Capital Management
Texas
$173M -$7.05M -4% 3.74% 32.2% 59 8.47% 7.1
Lagoda Investment Management
6711
Lagoda Investment Management
New York
$173M -$4.05M -2% 2.35% 250% 26 15.38% 6.7
CF
6712
Carlson Financial
Oregon
$173M – – 0.25% – 180 – 0
Tacita Capital
6713
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 3.06% 72.3% 222 6.76% 3.5
Atmos Advisory
6714
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 0.61% 31.9% 21 4.76% 3.8
Align Financial
6715
Align Financial
Minnesota
$172M – – 2.5% – 389 – 0
Velan Capital Investment Management
6716
Velan Capital Investment Management
Georgia
$172M +$65.9M +62% 117% 2,395% 57 33.33% 0.8
LeClair Wealth Partners
6717
LeClair Wealth Partners
Ohio
$172M +$11.9M +7% 2.78% – 115 11.3% 0.8
SeaTown Holdings
6718
SeaTown Holdings
Singapore
$172M -$1.09M -0.6% 5.61% 220% 21 33.33% 1.1
Tranquilli Financial Advisor
6719
Tranquilli Financial Advisor
New Jersey
$172M +$3.08M +2% 2.3% 55.1% 136 17.65% 2.1
PVAMC
6720
PPS&V Asset Management Consultants
Michigan
$172M -$954K -0.6% 2.51% 80.7% 43 4.65% 2.6
GFG
6721
Genesis Financial Group
New Jersey
$172M – – 1.82% – 101 – 0
Anderson Financial Strategies
6722
Anderson Financial Strategies
Ohio
$172M +$3.42M +2% 0.64% – 40 10% 0.8
McGinn Penninger Investment Management
6723
McGinn Penninger Investment Management
Virginia
$172M +$1.65M +1% 3.46% 51.9% 36 5.56% 3.2
11.2 Capital Management
6724
11.2 Capital Management
Nevada
$172M – – 5.36% – 1 – 0
Two West Capital Advisors
6725
Two West Capital Advisors
Kansas
$172M +$6.45M +4% 1.72% – 101 8.91% 1.1