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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)
BCK Capital Management
6776
BCK Capital Management
Connecticut
$138M -$29M -17% 11.6% 161% 81 48.15% 0.9
Prossimo Advisors
6777
Prossimo Advisors
California
$138M +$1.28M +0.9% 2.65% 78.4% 140 3.57% 1
Guerra Pan Advisors
6778
Guerra Pan Advisors
New Jersey
$138M +$13.1M +11% 5.85% 149% 115 10.43% 2.2
Jericho Financial
6779
Jericho Financial
Ohio
$138M – – 8.95% – 41 – 0
Emergent Wealth Advisors
6780
Emergent Wealth Advisors
New York
$138M +$2.74M +2% 0.26% 74.2% 116 6.03% 0.8
Eagle Wealth Strategies
6781
Eagle Wealth Strategies
New Jersey
$138M +$952K +0.7% 1.18% 85% 116 14.66% 0.8
Archvest Wealth Advisors
6782
Archvest Wealth Advisors
California
$138M -$19.6M -12% 2.5% 53.1% 76 23.68% 1.8
BayBridge Capital Group
6783
BayBridge Capital Group
California
$138M -$1.03M -0.7% 1.03% 78.5% 102 19.61% 0.7
University of Wisconsin Foundation
6784
University of Wisconsin Foundation
Wisconsin
$138M -$15.7M -10% 5.57% 142% 7 0% 1.1
Drummond Knight Asset Management
6785
Drummond Knight Asset Management
Australia
$138M – – 4.76% – 12 – 0
Grafton Street Partners
6786
Grafton Street Partners
Florida
$138M +$11.5M +9% 11.9% – 14 28.57% 0.8
Charles Schwab Trust Bank
6787
Charles Schwab Trust Bank
Nevada
$137M $0 0% 3.05% – 1 0% 0.8
Strathmore Capital Advisors
6788
Strathmore Capital Advisors
North Carolina
$137M – – 2.24% – 37 – 0
Israel Discount Bank of New York
6789
Israel Discount Bank of New York
New York
$137M +$70.2M +104% 1.48% 40.8% 50 16% 5.6
Tsai Capital
6790
Tsai Capital
New York
$137M +$14.4M +12% 12.9% 29.2% 25 0% 2.4
Axos Invest
6791
Axos Invest
Nevada
$137M -$8.82M -6% 2.63% – 24 0% 0.3
TDB
6792
Thompson David Blair
$137M – – 6.43% – 113 – 0
AMAL
6793
Asset Management Advisors LLC
Oklahoma
$137M -$5.94M -4% 1.79% 125% 16 6.25% 4.7
Sippican Capital Advisors
6794
Sippican Capital Advisors
Massachusetts
$137M -$6.09M -4% 0.11% 81.1% 117 7.69% 5.3
Integrity Wealth Advisors
6795
Integrity Wealth Advisors
California
$137M – – 4.36% – 67 – 0
Gerber LLC
6796
Gerber LLC
Ohio
$137M +$1.18M +0.9% 9.16% 137% 99 8.08% 0.9
GCA
6797
Gallagher Capital Advisors
Texas
$137M – – 4.66% – 65 – 0
Hengistbury Investment Partners
6798
Hengistbury Investment Partners
United Kingdom
$137M -$107M -44% 19% 108% 5 40% 4.6
Leibman Financial Services
6799
Leibman Financial Services
Nebraska
$137M -$4.05M -3% 2.36% 59.2% 64 25% 0.8
Dominguez Wealth Management Solutions
6800
Dominguez Wealth Management Solutions
Virginia
$137M -$1.1M -0.8% 0.39% 59.7% 62 6.45% 1.8