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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)
Omni 360 Wealth
6726
Omni 360 Wealth
New Jersey
$107M – – 9.82% 59.9% 96 – 0
Piscataqua Savings Bank
6727
Piscataqua Savings Bank
New Hampshire
$107M -$7.6M -7% 11.4% 96.8% 358 3.63% 2.4
Avista Capital Holdings
6728
Avista Capital Holdings
New York
$107M – – 16.6% – 2 – 0
Pine Haven Investment Counsel
6729
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 10.7% 86.3% 107 9.35% 1.7
Naples Money Management
6730
Naples Money Management
Florida
$107M – – 12.6% – 413 – 0
UID
6731
Union Investments & Development
Israel
$107M -$79M -43% 12.2% 17% 46 4.35% 1.6
Catalys Pacific
6732
Catalys Pacific
Japan
$107M – – 4.02% 189% 3 – 0
GAA
6733
Guardian Asset Advisors
Pennsylvania
$107M – – 11.6% 106% 97 – 0
MB Generational Wealth
6734
MB Generational Wealth
Washington
$107M – – 11.4% – 48 – 0
AFS Financial Group
6735
AFS Financial Group
Maryland
$107M -$39.9M -27% 9.17% – 99 48.48% 0.9
Richwood Investment Advisors
6736
Richwood Investment Advisors
Ohio
$106M +$8.44M +9% 10.7% 71.9% 102 4.9% 1.9
JCFM
6737
JBR Co Financial Management
Oklahoma
$106M – – 9.35% 126% 89 – 0
Sherrill & Hutchins Financial Advisory
6738
Sherrill & Hutchins Financial Advisory
Georgia
$106M – – 10.6% 41.6% 10 – 0
ABS Direct Equity Fund
6739
ABS Direct Equity Fund
Connecticut
$106M – – 14.6% – 43 – 0
MY Wealth Management
6740
MY Wealth Management
Maryland
$106M +$5.66M +6% 10.2% 41.2% 30 16.67% 1.6
Melfa Wealth Management
6741
Melfa Wealth Management
Massachusetts
$106M +$14.2M +15% 10.9% 42.9% 147 10.2% 0.9
Ramiah Investment Group
6742
Ramiah Investment Group
Wisconsin
$106M +$9.9M +10% 9.06% 62.2% 79 41.77% 1.8
Draper Asset Management
6743
Draper Asset Management
New York
$106M +$11.8M +12% 12.9% 187% 41 21.95% 1.2
APW
6744
Aurora Private Wealth
New Jersey
$106M +$15.7M +17% 9.87% – 172 30.81% 2
Primoris Wealth Advisors
6745
Primoris Wealth Advisors
Florida
$106M +$23.3M +28% 11.3% 206% 93 33.33% 1.1
Optimas Capital
6746
Optimas Capital
Hong Kong
$106M -$39.7M -27% 20.5% 358% 59 79.66% 0.2
LRT Capital Management
6747
LRT Capital Management
Texas
$106M -$38.3M -27% 10.8% 76.2% 94 27.66% 0.9
DMC Group
6748
DMC Group
Alabama
$106M -$1.07M -1% 11.2% 116% 130 14.62% 1.5
CWMGP
6749
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$106M +$9.14M +9% 10.4% 75.9% 62 17.74% 1.4
Cove Private Wealth
6750
Cove Private Wealth
New York
$106M – – 12.1% 126% 75 – 0