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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)
Atlantic Private Wealth
6726
Atlantic Private Wealth
North Carolina
$135M +$2.51M +2% 2.27% 55.7% 228 22.37% 1.1
Stance Capital
6727
Stance Capital
Massachusetts
$135M -$26.2M -16% 0.34% – 281 88.26% 0.2
Dougherty Wealth Advisers
6728
Dougherty Wealth Advisers
Minnesota
$135M +$6.25M +5% 3.16% 76.1% 111 2.7% 5.1
Stanich Group
6729
Stanich Group
New York
$135M +$1.38M +1% 2.66% – 52 7.69% 0.2
NRI Wealth Management
6730
NRI Wealth Management
California
$135M -$9.7M -7% 6.83% – 28 17.86% 1.2
Oak Wealth Advisors
6731
Oak Wealth Advisors
Illinois
$135M +$5.16M +4% 0.59% – 59 11.86% 0.3
Braun-Bostich & Associates
6732
Braun-Bostich & Associates
Pennsylvania
$135M -$3.62M -3% 0.75% 64.5% 118 14.41% 1.4
JKSF
6733
John & Kathleen Schreiber Foundation
Illinois
$135M -$37M -22% 16.3% 30.8% 7 42.86% 2.3
Forbes Financial Planning
6734
Forbes Financial Planning
Rhode Island
$135M -$71.4M -35% 1.31% 52.3% 33 12.12% 2.3
VERITY Wealth Advisors
6735
VERITY Wealth Advisors
United States
$135M -$3.62M -3% 0.98% 59.9% 73 2.74% 4.3
PCP
6736
Perbak Capital Partners
United Kingdom
$135M -$52.3M -28% 2.04% – 227 85.9% 0.1
WealthTrust Asset Management
6737
WealthTrust Asset Management
Florida
$135M -$4.35M -3% 1.98% 102% 103 29.13% 1.7
Lancaster Investment Management
6738
Lancaster Investment Management
United Kingdom
$135M +$21.9M +19% 7.13% 0.78% 6 16.67% 1.2
Clark Wealth Partners
6739
Clark Wealth Partners
Illinois
$135M +$6M +5% 0.48% – 620 29.84% 0.2
Vannoy Advisory Group
6740
Vannoy Advisory Group
Texas
$135M +$368K +0.3% 0.54% 52.5% 27 3.7% 1.3
Caldwell Investment Management
6741
Caldwell Investment Management
Ontario, Canada
$135M -$13.5M -9% 5.1% 162% 39 33.33% 1.5
PP
6742
Pingora Partners
Wyoming
$135M -$17.8M -12% 8.4% – 233 15.02% 1.1
Tevis Investment Management
6743
Tevis Investment Management
Texas
$135M $0 0% 3.12% 58.7% 96 0% 2.3
Palacios Wealth Management
6744
Palacios Wealth Management
Florida
$135M +$42.1M +45% 6.09% – 67 10.45% 0.2
Capital & Planning LLC
6745
Capital & Planning LLC
Georgia
$135M -$2.09M -2% 0.35% – 192 82.29% 0.3
BG
6746
BRX Global
New York
$135M -$6.82M -5% 2.98% 65.8% 4 0% 3.4
Pacific Wealth Strategies Group
6747
Pacific Wealth Strategies Group
California
$135M -$9.27M -6% 4.93% 85.3% 58 13.79% 4.2
MSD Partners
6748
MSD Partners
New York
$134M -$7.76M -5% 6.26% 3.5% 9 0% 1.6
Caitong International Asset Management
6749
Caitong International Asset Management
Hong Kong
$134M +$32.4M +32% 30% – 2,616 55.28% 0.1
Horizons Wealth Management
6750
Horizons Wealth Management
North Carolina
$134M +$3.2M +2% 0.15% – 180 5% 2.3