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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)
GCA
6826
Gallagher Capital Advisors
Texas
$131M -$5.97M -4% 5.22% – 70 12.86% 0.2
Pin Oak Investment Advisors
6827
Pin Oak Investment Advisors
Texas
$131M +$21.2M +19% 1.35% 62.7% 490 10% 4.2
Moulton Wealth Management
6828
Moulton Wealth Management
Washington
$131M +$940K +0.7% 3.08% 47.8% 51 49.02% 1.4
Schulz Wealth
6829
Schulz Wealth
Texas
$131M +$907K +0.7% 1.91% – 64 6.25% 1.1
Trademark Financial Management
6830
Trademark Financial Management
Minnesota
$131M +$5.18M +4% 1.02% 67.5% 99 21.21% 0.9
AIFAIM
6831
American Institute for Advanced Investment Management
Arizona
$131M -$3.1M -2% 2.94% 79.1% 147 12.93% 3
DRP
6832
Decade Renewable Partners
Texas
$131M -$73.5M -36% 8.19% – 42 64.29% 0.4
Precision Wealth Strategies
6833
Precision Wealth Strategies
Missouri
$131M +$1.58M +1% 5.4% 106% 128 35.94% 1.2
JGP Global Gestao de Recursos
6834
JGP Global Gestao de Recursos
Brazil
$131M +$86.8M +198% 30.5% 261% 53 58.49% 1.7
Charter Research & Investment Group
6835
Charter Research & Investment Group
Connecticut
$131M -$568K -0.4% 0.02% 82.3% 82 7.32% 7.2
Fidato Wealth
6836
Fidato Wealth
Ohio
$131M -$2.7M -2% 2.97% 61.1% 26 11.54% 1.1
1620 Investment Advisors
6837
1620 Investment Advisors
Massachusetts
$131M -$1.29M -1% 0.69% 71.4% 730 10% 1
Sharp Financial Services
6838
Sharp Financial Services
Pennsylvania
$131M -$1.12M -0.8% 1.2% – 105 23.81% 1
Copley Financial Group
6839
Copley Financial Group
California
$131M +$50.2K +0% 0.41% – 114 17.54% 0.5
Coordinated Financial Services
6840
Coordinated Financial Services
Colorado
$131M +$2.29M +2% 0.98% – 142 8.45% 0.9
Fort Vancouver Investment Management
6841
Fort Vancouver Investment Management
Washington
$130M +$12.5M +11% 0.46% – 61 36.07% 0.5
Crestwood Capital Management
6842
Crestwood Capital Management
New York
$130M -$5.71M -4% 7.33% 203% 15 0% 2.9
Brickwood Asset Management
6843
Brickwood Asset Management
United Kingdom
$130M +$4.07M +3% 0.1% – 5 20% 0.2
Impala Asset Management
6844
Impala Asset Management
Florida
$130M +$6.52M +5% 12.6% 62.6% 27 66.67% 0.5
FWM
6845
FMA Wealth Management
Massachusetts
$130M -$4.19M -3% 0.56% 40.8% 46 23.91% 0.9
EntreWealth
6846
EntreWealth
Texas
$130M +$21.8M +20% 0.1% – 62 9.68% 0.2
Grafton Street Partners
6847
Grafton Street Partners
Florida
$130M -$7.39M -5% 5.4% – 13 23.08% 0.9
Israel Discount Bank of New York
6848
Israel Discount Bank of New York
New York
$130M -$7.31M -5% 1.2% 40.8% 47 36.17% 6.1
CIG
6849
Cascade Investment Group
Colorado
$130M -$9.8M -7% 1.87% 93.2% 140 9.29% 1.8
Dean Jacobson Financial Services
6850
Dean Jacobson Financial Services
Texas
$130M -$901K -0.7% 0.38% 59.6% 13 46.15% 1.5