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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)
Seek First
7076
Seek First
California
$139M +$15.6M +13% 12.1% – 59 6.78% 0.5
Ipsen Advisor Group
7077
Ipsen Advisor Group
Arkansas
$139M +$7.76M +6% 6.14% – 106 8.49% 2
Templeton & Phillips Capital Management
7078
Templeton & Phillips Capital Management
Tennessee
$139M +$634K +0.5% 3.09% 74.3% 55 21.82% 1.4
MPEM
7079
Marathon Partners Equity Management
New York
$139M +$23.9M +21% 8.77% – 21 28.57% 1.6
Medici Capital
7080
Medici Capital
California
$139M +$35.2M +34% 28.1% 127% 38 47.37% 0.6
Visa Foundation
7081
Visa Foundation
California
$139M +$10.3M +8% 8.03% 58.1% 1 0% 3.8
Pine Haven Investment Counsel
7082
Pine Haven Investment Counsel
Massachusetts
$138M +$11.2M +9% 7.15% 72.1% 119 8.4% 2.9
CVFG LLC
7083
CVFG LLC
Indiana
$138M +$12.4M +10% 7.9% – 101 5.94% 0.7
Dahring Cusmano
7084
Dahring Cusmano
Michigan
$138M +$10.1M +8% 6.67% – 62 25.81% 0.7
Farley Capital
7085
Farley Capital
New York
$138M +$11M +9% 15.5% 105% 18 11.11% 5.4
Asset Planning Inc
7086
Asset Planning Inc
California
$138M +$5.51M +4% 4.17% – 295 2.37% 0.7
BM
7087
Bislett Management
California
$138M -$8.07M -6% 1.91% 19.8% 16 6.25% 6.1
Generation Capital Management
7088
Generation Capital Management
New York
$138M +$11.7M +9% 8% – 86 18.6% 0.6
SwitchPoint Financial Planning
7089
SwitchPoint Financial Planning
Utah
$138M +$16.1M +13% 7.44% – 61 3.28% 0.6
Sherrill & Hutchins Financial Advisory
7090
Sherrill & Hutchins Financial Advisory
Georgia
$138M +$9.37M +7% 5.9% 41.6% 12 0% 1.5
Paladin Wealth
7091
Paladin Wealth
Minnesota
$138M +$9.29M +7% 6.11% – 126 23.02% 0.7
Galaxy Digital Capital Management
7092
Galaxy Digital Capital Management
New York
$138M +$16.8M +14% 34.8% – 54 50% 0.4
Lansing Management
7093
Lansing Management
New York
$138M -$8.11M -6% 1.69% 76.9% 9 11.11% 3
Merkkuri Wealth Advisors
7094
Merkkuri Wealth Advisors
New York
$138M +$6.08M +5% 6.07% – 85 9.41% 1.1
Corepath Wealth Partners
7095
Corepath Wealth Partners
Arizona
$138M +$19.2M +16% 7.3% 62.1% 41 21.95% 2.6
Seneschal Advisors
7096
Seneschal Advisors
Washington
$138M +$11M +9% 5.1% – 589 93.38% 0
BAWM
7097
Bennett Associates Wealth Management
Pennsylvania
$138M +$7.7M +6% 4.86% 51% 54 24.07% 1.1
Dean Jacobson Financial Services
7098
Dean Jacobson Financial Services
Texas
$138M +$8.31M +6% 6.15% 59.6% 19 36.84% 1.3
Elevate Wealth Advisory
7099
Elevate Wealth Advisory
Georgia
$138M -$2.91M -2% 5.39% 49.5% 136 12.5% 1.5
Asset Value Investors
7100
Asset Value Investors
United Kingdom
$138M +$1.44M +1% 1.31% – 3 0% 0.8