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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)
Ellerson Group
6801
Ellerson Group
Maryland
$137M +$9.7M +8% 10.5% 178% 52 11.54% 1.5
Pinnacle Investment Management
6802
Pinnacle Investment Management
Hong Kong
$137M – – 9.51% – 19 – 0
Foresight Global Investors
6803
Foresight Global Investors
New York
$137M -$47.5M -26% 2.87% 69.9% 46 76.09% 1.1
Prospera Capital Management
6804
Prospera Capital Management
Arizona
$137M – – 0.72% – 15 – 0
Brightlight Capital Management
6805
Brightlight Capital Management
Connecticut
$137M -$70.8M -34% 4.38% 202% 14 50% 1.8
MPWM Advisory Solutions
6806
MPWM Advisory Solutions
Georgia
$137M – – 0.89% – 736 – 0
Midwest Capital Advisors
6807
Midwest Capital Advisors
Michigan
$137M – – 0.79% – 191 – 0
Capital & Planning LLC
6808
Capital & Planning LLC
Georgia
$137M – – 1.67% – 192 – 0
FPC Investment Advisory
6809
FPC Investment Advisory
California
$137M +$18.9M +16% 2.76% – 287 67.6% 0.2
Future Financial Wealth Management
6810
Future Financial Wealth Management
Ohio
$137M -$3.32M -2% 0.66% 65.2% 479 8.77% 0.9
Carnegie Mellon University
6811
Carnegie Mellon University
Pennsylvania
$137M +$39.8M +41% 11.5% 61.6% 6 33.33% 1.7
Clark & Stuart Inc
6812
Clark & Stuart Inc
Maine
$137M – – 4.93% – 43 – 0
Mountaineer Partners Management
6813
Mountaineer Partners Management
New York
$137M -$23.8M -15% 7.33% 158% 17 11.76% 1.5
HFS
6814
Hoge Financial Services
Pennsylvania
$137M +$3.77M +3% 0.76% 60.8% 61 19.67% 0.8
MidAtlantic Capital Management
6815
MidAtlantic Capital Management
Virginia
$137M -$387K -0.3% 0.49% 61.2% 249 5.22% 0.9
Unionview LLC
6816
Unionview LLC
Washington
$136M +$7.96M +6% 0.43% 21.2% 97 8.25% 2.3
Daner Wealth Management
6817
Daner Wealth Management
Georgia
$136M – – 0.83% – 56 – 0
MB Generational Wealth
6818
MB Generational Wealth
Washington
$136M -$2.57M -2% 1.64% – 60 21.67% 0.9
Gallo Partners
6819
Gallo Partners
New Jersey
$136M – – 1.21% – 69 – 0
JWM
6820
JP Wealth Management
South Carolina
$136M – – 0.29% – 16 – 0
Woodward Diversified Capital
6821
Woodward Diversified Capital
California
$136M -$21.5M -14% 3.27% 118% 169 27.22% 2.6
Crestwood Capital Management
6822
Crestwood Capital Management
New York
$136M +$6.39M +5% 42.3% 203% 17 17.65% 2.6
WESPAC Advisors
6823
WESPAC Advisors
California
$136M +$773K +0.6% 4.97% 126% 187 34.22% 1.1
Goodlander Investment Management
6824
Goodlander Investment Management
Texas
$136M – – 15% – 10 – 0
Stark Wealth Management
6825
Stark Wealth Management
Pennsylvania
$136M – – 0.97% – 88 – 0