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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)
Roberts Capital Advisors
6951
Roberts Capital Advisors
Colorado
$135M +$21M +18% 22.7% – 84 8.33% 2.2
APW
6952
Aurora Private Wealth
New Jersey
$135M +$9.9M +8% 10.4% – 174 20.69% 2.7
Community Bank of Raymore
6953
Community Bank of Raymore
Missouri
$135M +$11.3M +9% 10.2% 91.9% 74 5.41% 5.6
Milestone Asset Management Group
6954
Milestone Asset Management Group
Connecticut
$135M +$24.4M +22% 12.1% – 103 10.68% 0.4
Milestones Private Investment Advisors
6955
Milestones Private Investment Advisors
New York
$135M – – 7.94% – 119 – 0
FSA Investment Group
6956
FSA Investment Group
Florida
$135M +$17.6M +15% 8.61% – 26 34.62% 0.4
HEC
6957
Hudson Executive Capital
New York
$135M +$31.1M +30% 31.7% 127% 3 0% 4.8
Basso Capital Management
6958
Basso Capital Management
Connecticut
$135M +$17.5M +15% 7.52% 85.5% 81 16.05% 1.6
Copley Financial Group
6959
Copley Financial Group
California
$135M +$4.22M +3% 6.91% – 108 12.96% 0.7
Persistent Asset Partners
6960
Persistent Asset Partners
Hong Kong
$135M +$15.6M +13% 11.3% – 253 60.87% 0.2
MY.Alpha Management HK Advisors
6961
MY.Alpha Management HK Advisors
Hong Kong
$135M -$66.3M -33% 14.6% 423% 25 68% 0.7
Grantvest Financial Group
6962
Grantvest Financial Group
New Jersey
$135M +$11.4M +9% 5.42% – 142 12.68% 0.4
CSI
6963
Cross Staff Investments
New York
$135M +$2.14M +2% 6.47% 80.3% 131 8.4% 2.8
Washington Capital Management
6964
Washington Capital Management
Washington
$135M +$10.6M +9% 8.97% 81.8% 129 25.58% 2.6
Exome Asset Management
6965
Exome Asset Management
New York
$135M +$22M +20% 10.4% – 86 58.14% 0.4
Gibson Wealth Advisors
6966
Gibson Wealth Advisors
Texas
$134M +$9.8M +8% 7.47% – 40 7.5% 2.6
Accelerate Investment Advisors
6967
Accelerate Investment Advisors
California
$134M +$15M +13% 8.67% – 134 28.36% 0.5
Presper Financial Architects
6968
Presper Financial Architects
Ohio
$134M – – 8.85% – 46 – 0
David Wealth Management
6969
David Wealth Management
Virginia
$134M +$14.8M +12% 7.41% – 57 17.54% 0.4
Winnow Wealth
6970
Winnow Wealth
Texas
$134M +$25.9M +24% 9.1% – 717 88.42% 0.2
Accordant Advisory Group
6971
Accordant Advisory Group
Maryland
$134M +$32M +31% 9.1% – 187 30.48% 0.8
Seed Wealth Management
6972
Seed Wealth Management
Illinois
$134M +$11.4M +9% 8.57% 62% 161 14.91% 1.9
SLT Holdings
6973
SLT Holdings
Arizona
$134M +$27.9M +26% 27.1% – 119 36.97% 0.3
Steinberg Asset Management
6974
Steinberg Asset Management
New York
$134M +$11.3M +9% 8.01% 130% 40 15% 4.6
Teza Capital Management
6975
Teza Capital Management
Illinois
$134M -$84.6M -39% 7.88% 133% 494 56.48% 0.6