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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)
Graney & King
6751
Graney & King
New York
$134M +$1.93M +1% 3.23% – 354 12.43% 0.2
Slocum, Gordon & Co
6752
Slocum, Gordon & Co
Rhode Island
$134M +$12.7M +10% 6.77% 65.3% 145 12.41% 1.7
Wilson & Boucher Capital Management
6753
Wilson & Boucher Capital Management
California
$134M -$6.94M -5% 2.01% 69.8% 114 9.65% 2.8
Pillar Financial Advisors
6754
Pillar Financial Advisors
Kentucky
$134M +$3.55M +3% 1.38% – 117 5.98% 0.2
English Capital Management
6755
English Capital Management
Michigan
$134M +$2.24M +2% 2.63% – 31 3.23% 1.1
Broadview Financial Management
6756
Broadview Financial Management
Wisconsin
$134M -$5.76M -4% 1.19% 52.4% 41 4.88% 5.8
Alethea Capital Management
6757
Alethea Capital Management
Washington
$134M +$17.2M +15% 21.2% 275% 31 67.74% 4.2
Meadow Creek Wealth Advisors
6758
Meadow Creek Wealth Advisors
Georgia
$134M -$4.89M -4% 0.98% 101% 142 10.56% 2.9
Peregrine Investment Management
6759
Peregrine Investment Management
Ontario, Canada
$134M -$38.4M -22% 16.6% – 26 23.08% 0.2
Erickson Financial Group
6760
Erickson Financial Group
Pennsylvania
$134M -$6.5M -5% 4.19% 69.3% 26 0% 2.6
MB Generational Wealth
6761
MB Generational Wealth
Washington
$134M -$2.33M -2% 1.76% – 56 19.64% 1
Chapman Investment Management
6762
Chapman Investment Management
California
$134M -$501K -0.4% 1.77% 57.3% 30 10% 3.6
Patrick M. Sweeney & Associates
6763
Patrick M. Sweeney & Associates
Illinois
$134M +$384K +0.3% 1.17% 90.4% 150 4% 1.1
CWA
6764
Clearview Wealth Advisors
Oregon
$134M +$2.29M +2% 0.58% 45.2% 104 13.46% 2.8
PSquared Asset Management
6765
PSquared Asset Management
Switzerland
$134M -$85.3M -39% 20% 178% 8 87.5% 0.2
SLFPAM
6766
St. Louis Financial Planners Asset Management
Missouri
$134M -$4.6M -3% 1.07% 139% 42 59.52% 0.8
Seros Financial
6767
Seros Financial
Arizona
$134M +$22.7M +20% 2.38% – 63 30.16% 0.2
Greenhouse Wealth Management
6768
Greenhouse Wealth Management
Connecticut
$134M -$17.5M -12% 3.27% 87.2% 63 20.63% 3.5
Robocap Asset Management
6769
Robocap Asset Management
United Kingdom
$134M -$15.5M -10% 12.7% 274% 27 18.52% 1.5
Forest Hill Capital
6770
Forest Hill Capital
Arkansas
$134M +$4.29M +3% 9.46% 132% 40 7.5% 4
Tru Independence Asset Management 2
6771
Tru Independence Asset Management 2
Oregon
$134M +$13.6M +11% 0.61% – 98 26.53% 1.3
GatePass Capital
6772
GatePass Capital
Ohio
$134M +$41.4M +45% 1.06% – 131 30.53% 0.2
RA
6773
Rovida Advisors
Florida
$134M +$5.02M +4% 12.8% 24.8% 14 28.57% 0.9
HC Advisors
6774
HC Advisors
Georgia
$134M +$8.92M +7% 1.58% 63.5% 67 19.4% 2.7
Inman Jager Wealth Management
6775
Inman Jager Wealth Management
Mississippi
$133M +$5.17M +4% 0.64% – 85 8.24% 0.2