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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)
VERITY Wealth Advisors
6951
VERITY Wealth Advisors
United States
$161M +$2.83M +2% 2% 59.9% 83 7.23% 4.4
Spahn Wealth & Retirement
6952
Spahn Wealth & Retirement
Arizona
$161M -$7.55M -4% 1.24% – 40 15% 0.7
Kultura Capital Management
6953
Kultura Capital Management
Utah
$161M – – 8.94% – 49 – 0
Manuka Financial
6954
Manuka Financial
Virginia
$161M +$272K +0.2% 1.92% – 59 5.08% 0.9
Riverbend Wealth Management
6955
Riverbend Wealth Management
South Carolina
$161M +$17.8M +12% 3.47% – 158 17.09% 0.8
Peregrine Investment Management
6956
Peregrine Investment Management
Ontario, Canada
$161M -$42.5M -21% 10% – 25 32% 0.7
BRWM
6957
Blue Rock Wealth Management
North Carolina
$161M +$330K +0.2% 1.78% – 113 12.39% 0.8
Orleans Capital Management
6958
Orleans Capital Management
Louisiana
$161M +$6.25M +4% 2.48% 94.6% 126 21.43% 2.6
Rayburn West Financial Services
6959
Rayburn West Financial Services
Tennessee
$161M – – 4.08% – 80 – 0
Cox Capital Management
6960
Cox Capital Management
Massachusetts
$161M +$7.72M +5% 6.65% 106% 66 12.12% 3.2
7G Capital Management
6961
7G Capital Management
New York
$161M +$4.81M +3% 10.6% 137% 13 38.46% 1.8
Moon Capital Management
6962
Moon Capital Management
New York
$161M +$24.8M +18% 12.4% 76.3% 14 42.86% 4
TA
6963
TPG Advisors
Illinois
$161M +$8.65M +6% 2.07% – 113 13.27% 1.2
Investment Partners Asset Management
6964
Investment Partners Asset Management
New Jersey
$161M +$8.87M +6% 2.89% 86.1% 171 14.62% 1.6
New Mountain Capital
6965
New Mountain Capital
New York
$160M -$14.3M -8% 8.17% 64.8% 1 0% 3.3
Cyr Financial
6966
Cyr Financial
Illinois
$160M +$14M +10% 1.79% – 72 31.94% 0.9
Sterling Manor Financial
6967
Sterling Manor Financial
New York
$160M +$1.68M +1% 0.79% – 35 0% 1.9
Pacific Park Financial
6968
Pacific Park Financial
California
$160M – – 2.21% – 74 – 0
Flywheel Private Wealth
6969
Flywheel Private Wealth
California
$160M +$32.1M +25% 2.36% – 87 10.34% 0.9
Providence Wealth Advisors
6970
Providence Wealth Advisors
Illinois
$160M +$1.57M +1% 6.94% 121% 91 12.09% 4.9
Rare Wolf Capital
6971
Rare Wolf Capital
Washington
$160M – – 5.59% – 123 – 0
General Equity Holdings
6972
General Equity Holdings
New York
$160M -$4.33M -3% 1.27% 775% 14 28.57% 1.2
Ballast Rock Private Wealth
6973
Ballast Rock Private Wealth
South Carolina
$160M – – 3.14% – 171 – 0
Principia Wealth Advisory
6974
Principia Wealth Advisory
Texas
$160M +$14.9M +10% 4.66% – 1,053 11.68% 0.8
Patrick M. Sweeney & Associates
6975
Patrick M. Sweeney & Associates
Illinois
$160M +$5.19M +3% 3.97% 90.4% 164 6.1% 1.7