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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)
North Berkeley Wealth Management
6776
North Berkeley Wealth Management
California
$170M +$42.8M +34% 1.64% – 79 22.78% 0.7
Millennium Capital Advisors
6777
Millennium Capital Advisors
Arkansas
$170M +$3.96M +2% 4.2% 134% 137 11.68% 2.7
Comprehensive Wealth Management
6778
Comprehensive Wealth Management
Washington
$170M +$28.5M +20% 1.06% 40.6% 40 2.5% 1.7
JGP Global Gestao de Recursos
6779
JGP Global Gestao de Recursos
Brazil
$169M -$2.49M -1% 6.55% 261% 55 50.91% 1.3
Rainwater Charitable Foundation
6780
Rainwater Charitable Foundation
Texas
$169M +$10M +6% 0.63% 44% 4 0% 3.8
RCWM
6781
Royal Capital Wealth Management
Indiana
$169M +$6.41M +4% 4.3% 83.8% 94 5.32% 3
EQ Wealth Advisors
6782
EQ Wealth Advisors
Texas
$169M +$17.2M +11% 1.4% – 259 80.69% 0.2
EnCap Energy Capital Fund XII
6783
EnCap Energy Capital Fund XII
Texas
$169M – – 5.05% – 1 – 0
Closed-End Fund Advisors
6784
Closed-End Fund Advisors
Virginia
$169M – – 1.6% – 185 – 0
Henson-Edgewater Management
6785
Henson-Edgewater Management
Ohio
$169M – – 5.14% – 65 – 0
AdviceOne Advisory Services
6786
AdviceOne Advisory Services
Connecticut
$169M +$18.8M +12% 5.97% – 41 19.51% 0.8
Bain Capital Public Equity
6787
Bain Capital Public Equity
Massachusetts
$169M +$11.3M +7% 2.36% 169% 28 89.29% 0.4
Exit Wealth Advisors
6788
Exit Wealth Advisors
Georgia
$169M +$19.2M +13% 3.57% – 164 48.17% 0.2
AAA
6789
American Alpha Advisors
New York
$169M +$24.8M +17% 12.3% – 104 28.85% 0.7
Old North State Trust
6790
Old North State Trust
North Carolina
$169M +$4.91M +3% 2.98% – 157 13.38% 4.4
Greenhouse Wealth Management
6791
Greenhouse Wealth Management
Connecticut
$169M +$2.57M +2% 2.85% 87.2% 63 7.94% 3.6
Frazier Financial Advisors
6792
Frazier Financial Advisors
Ohio
$169M +$5.99M +4% 1.68% – 719 21.42% 1.5
Applied Capital LLC
6793
Applied Capital LLC
Florida
$169M +$6.65M +4% 2.94% 78.3% 94 12.77% 2.2
SCM
6794
Sunbeam Capital Management
Georgia
$169M +$7.86M +5% 3.65% – 107 8.41% 0.8
UHLMANN PRICE SECURITIES
6795
UHLMANN PRICE SECURITIES
Illinois
$169M +$5.19M +3% 2.49% – 206 10.19% 1
Traction Financial Partners
6796
Traction Financial Partners
Wyoming
$169M +$6.68M +4% 1.15% – 62 3.23% 1.6
Carter Financial Group
6797
Carter Financial Group
Illinois
$169M +$3.03M +2% 0.97% – 134 23.13% 1.3
AFG Fiduciary Services
6798
AFG Fiduciary Services
Massachusetts
$169M -$5.09M -3% 2.08% 72.4% 96 12.5% 2.2
Guerra Pan Advisors
6799
Guerra Pan Advisors
New Jersey
$169M +$3.2M +2% 4.26% 149% 117 5.98% 2.8
Prime Buchholz
6800
Prime Buchholz
New Hampshire
$168M -$13.5M -7% 2.59% – 20 0% 1