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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)
Albert D. Mason Inc
6801
Albert D. Mason Inc
Massachusetts
$154M +$15.4M +11% 7% 83.4% 147 5.44% 6.1
Bay Capital Advisors
6802
Bay Capital Advisors
Virginia
$154M +$22.4M +17% 7.96% – 115 6.96% 0.7
Fingerlakes Wealth Management
6803
Fingerlakes Wealth Management
New York
$153M +$19.3M +14% 9.21% 80.2% 101 11.88% 2.8
Adams Street Partners
6804
Adams Street Partners
Illinois
$153M +$11.2M +8% 33% 399% 7 42.86% 3.7
Code Waechter
6805
Code Waechter
Florida
$153M +$12.7M +9% 6.74% – 119 12.61% 0.7
Cox Capital Management
6806
Cox Capital Management
Massachusetts
$153M +$6.45M +4% 11.1% 106% 67 16.42% 3.2
Vannoy Advisory Group
6807
Vannoy Advisory Group
Texas
$153M +$8.37M +6% 6% 52.5% 29 6.9% 1.6
U.S. Wealth Group
6808
U.S. Wealth Group
New York
$153M +$24.8M +19% 9.58% – 41 0% 0.7
Susquehanna Capital Management
6809
Susquehanna Capital Management
Pennsylvania
$153M -$20.2M -12% 11.7% 40.8% 1 0% 3.8
Waterfront Capital Partners
6810
Waterfront Capital Partners
New York
$153M -$255M -63% 7.25% 88.3% 38 63.16% 0.6
Rochester Wealth Strategies
6811
Rochester Wealth Strategies
Michigan
$153M +$13.4M +10% 6.13% – 23 4.35% 0.5
Bluegrass Capital Partners
6812
Bluegrass Capital Partners
Florida
$153M +$8.53M +6% 1.7% 60.1% 11 9.09% 3
VFS
6813
Valpey Financial Services
New Hampshire
$153M +$8.18M +6% 5.13% – 72 6.94% 0.2
Mittelman Wealth Management
6814
Mittelman Wealth Management
Massachusetts
$153M +$34.3M +29% 6.64% – 42 11.9% 1
AIFAIM
6815
American Institute for Advanced Investment Management
Arizona
$153M +$11.3M +8% 8.21% 72.8% 151 5.96% 3.3
Fairtree Asset Management
6816
Fairtree Asset Management
South Africa
$153M +$20M +15% 8.18% – 100 13% 0.6
JCP Investment Management
6817
JCP Investment Management
Texas
$153M -$20.7M -12% 14.9% 94.7% 28 64.29% 0.9
DIS
6818
Diversified Investment Strategies
Louisiana
$153M +$4.68M +3% 5.07% 93.8% 52 5.77% 5.2
Cedar Point Capital Partners
6819
Cedar Point Capital Partners
Iowa
$153M +$10.7M +8% 6.6% 55.4% 69 8.7% 1.4
Caldwell Investment Management
6820
Caldwell Investment Management
Ontario, Canada
$152M +$36.9M +32% 13.4% 162% 32 56.25% 1.2
Lummis Asset Management
6821
Lummis Asset Management
Texas
$152M -$596K -0.4% 9.64% – 166 9.64% 1.5
Financially Speaking
6822
Financially Speaking
Colorado
$152M +$265K +0.2% 13% – 183 18.58% 0.4
EQ Wealth Advisors
6823
EQ Wealth Advisors
Texas
$152M +$5.46M +4% 4.59% – 251 80.48% 0.7
Retirement Wealth Solutions
6824
Retirement Wealth Solutions
Wisconsin
$152M +$15.2M +11% 6.41% – 865 53.99% 0.4
Fidato Wealth
6825
Fidato Wealth
Ohio
$152M +$12.2M +9% 5.92% 61.1% 15 26.67% 1.9