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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)
EMG Holdings
6926
EMG Holdings
Connecticut
$136M -$71.3M -34% 3.9% 4.17% 35 62.86% 1.3
Tsai Capital
6927
Tsai Capital
New York
$136M +$14.8M +12% 19.4% 29.2% 28 7.14% 2.4
TCM
6928
Tao Capital Management
California
$136M +$20.3M +17% 38.3% 314% 9 0% 4.4
Bradyco Inc
6929
Bradyco Inc
Massachusetts
$136M +$4.65M +4% 8.7% – 50 4% 0.5
Nautilus Advisors
6930
Nautilus Advisors
California
$136M +$15.3M +13% 11.2% – 169 11.83% 0.4
Morgens Waterfall Vintiadis & Co
6931
Morgens Waterfall Vintiadis & Co
New York
$136M +$48.1M +55% 41.8% 594% 24 41.67% 2
Safir Wealth Advisors
6932
Safir Wealth Advisors
New Hampshire
$136M +$10.3M +8% 7.6% 52.1% 16 18.75% 3.8
Bravias Capital Group
6933
Bravias Capital Group
New Jersey
$136M +$12.9M +10% 9.39% – 105 24.76% 0.4
Nova Wealth Management
6934
Nova Wealth Management
Florida
$136M +$20.3M +18% 12.6% – 805 39.5% 0.3
Asset Value Investors
6935
Asset Value Investors
United Kingdom
$136M -$36.1M -21% 8.18% – 4 25% 0.5
Hein Park Capital Management
6936
Hein Park Capital Management
New York
$136M -$83M -38% 20.4% 122% 4 50% 1
Brickwood Asset Management
6937
Brickwood Asset Management
United Kingdom
$136M +$5.82M +4% 4.97% – 10 70% 0.2
Chicago Capital Management
6938
Chicago Capital Management
Illinois
$136M -$24.9M -15% 17.5% 270% 51 43.14% 0.6
Synergy Financial Group
6939
Synergy Financial Group
California
$136M +$24.4M +22% 22.8% 133% 113 5.31% 2.1
WFA of San Diego
6940
WFA of San Diego
California
$136M – – 5.53% – 427 – 2
Heritage Wealth Architects
6941
Heritage Wealth Architects
Minnesota
$136M +$32.9M +32% 7.04% – 55 47.27% 0.1
S.R. Schill & Associates
6942
S.R. Schill & Associates
Washington
$136M +$10.3M +8% 5.36% 42.7% 32 28.13% 3.8
1858 Wealth Management
6943
1858 Wealth Management
Ohio
$136M +$17.5M +15% 19.2% – 131 21.37% 1.1
Nabity-Jensen Investment Management
6944
Nabity-Jensen Investment Management
Nebraska
$136M +$9.7M +8% 9.83% 85.3% 70 8.57% 1.3
AdviceOne Advisory Services
6945
AdviceOne Advisory Services
Connecticut
$136M +$13M +11% 10.3% – 35 17.14% 0.4
Hamilton Lane Advisors
6946
Hamilton Lane Advisors
Pennsylvania
$135M +$19.2M +16% 13% 167% 18 44.44% 1.4
Babb Wealth Advisors
6947
Babb Wealth Advisors
Arizona
$135M +$10.6M +9% 7.12% – 20 15% 0.5
ICM
6948
Indaba Capital Management
California
$135M -$31.2M -19% 0.43% 66.7% 11 9.09% 1
FWM
6949
FMA Wealth Management
Massachusetts
$135M +$4.96M +4% 5.98% 40.8% 46 23.91% 1.2
Five Pine Wealth Management
6950
Five Pine Wealth Management
Idaho
$135M +$12.3M +10% 7.09% – 41 9.76% 0.5