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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)
Financial Alternatives
6726
Financial Alternatives
California
$172M +$6.88M +4% 2.08% 50.2% 89 5.62% 2.6
AmeriServ Wealth Advisors
6727
AmeriServ Wealth Advisors
Pennsylvania
$172M -$25.9M -13% 2.44% – 61 8.2% 3.5
Arrow Capital Management
6728
Arrow Capital Management
New York
$172M – – 3.65% – 16 – 2.9
Three Cord True Wealth Management
6729
Three Cord True Wealth Management
Pennsylvania
$172M +$24.2M +16% 2.34% – 39 17.95% 0.7
WPEP
6730
Walnut Private Equity Partners
Nebraska
$172M -$4.65M -3% 3.48% 48% 13 0% 4.9
Legion Partners Asset Management
6731
Legion Partners Asset Management
California
$172M -$13M -7% 11.5% 206% 7 0% 4
Independent Order of Foresters
6732
Independent Order of Foresters
Ontario, Canada
$172M +$3.56M +2% 2.12% 75.1% 2 0% 5.8
Fischer Investment Strategies
6733
Fischer Investment Strategies
California
$172M +$4.92M +3% 2.79% 81% 52 38.46% 0.8
Fee-Only Financial Planning
6734
Fee-Only Financial Planning
South Carolina
$172M +$131K +0.1% 1.47% 72.6% 44 9.09% 2.6
Kingstone Capital Partners Texas
6735
Kingstone Capital Partners Texas
Texas
$171M -$910K -0.5% 0.85% – 63 15.87% 0.8
Royalty Pharma Sub-Manager
6736
Royalty Pharma Sub-Manager
New York
$171M – – 18.4% – 4 – 0
Echo Wealth Management
6737
Echo Wealth Management
Minnesota
$171M -$77K -0% 1.53% 42.9% 49 14.29% 2.8
ARWA LLC
6738
ARWA LLC
Texas
$171M – – 1.88% – 124 – 0
Serenity Investment Advisors
6739
Serenity Investment Advisors
Illinois
$171M – – 1.97% – 63 – 0
Beaconlight Capital
6740
Beaconlight Capital
New York
$171M -$31.5M -16% 13.6% 282% 32 40.63% 1.6
IES Holdings
6741
IES Holdings
Texas
$171M – – 14.6% – 13 – 0
Hilton Head Capital Partners
6742
Hilton Head Capital Partners
South Carolina
$171M – – 3.08% – 935 – 0
Virginia Wealth Management Group
6743
Virginia Wealth Management Group
Virginia
$171M -$2.49M -1% 0.45% 49.4% 57 5.26% 2.8
Hudson Canyon Capital Management
6744
Hudson Canyon Capital Management
New York
$171M -$3.03M -2% 3.01% 182% 51 0% 3.4
Forbes Financial Planning
6745
Forbes Financial Planning
Rhode Island
$171M +$19.8M +13% 1.99% 52.3% 39 25.64% 2.1
Graney & King
6746
Graney & King
New York
$171M +$26.6M +18% 1.58% – 369 8.94% 0.9
Ames National Corp
6747
Ames National Corp
Iowa
$171M +$2.36M +1% 1.34% – 71 9.86% 0.9
Birchview Capital
6748
Birchview Capital
Vermont
$171M +$38.4M +29% 29.9% 327% 80 28.75% 2.8
Optimus Capital Advisors
6749
Optimus Capital Advisors
Texas
$171M – – 1.43% – 29 – 0
PI
6750
PJT Investments
$171M -$6.78M -4% 7% – 6 0% 0.5