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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)
APW
7126
Aurora Private Wealth
New Jersey
$152M – – 1.17% – 163 – 2.7
Empirical Capital Management
7127
Empirical Capital Management
Tennessee
$152M +$4.25M +3% 8.16% 205% 13 23.08% 3.4
Leigh Baldwin & Co
7128
Leigh Baldwin & Co
New York
$152M -$25.5M -14% 3.82% – 212 28.77% 0.8
Piedmont Capital Management (North Carolina)
7129
Piedmont Capital Management (North Carolina)
North Carolina
$152M – – 2.87% – 115 – 0
Antonelli Financial Advisors
7130
Antonelli Financial Advisors
Michigan
$152M +$4.84M +3% 3.18% – 47 8.51% 0.9
CAM
7131
Crown Advisors Management
California
$152M +$2.57M +2% 3.18% 284% 41 17.07% 3
Albert D. Mason Inc
7132
Albert D. Mason Inc
Massachusetts
$152M -$1.63M -1% 2.64% 83.4% 149 10.74% 6.3
Foundation Wealth Management (Missouri)
7133
Foundation Wealth Management (Missouri)
Missouri
$152M -$4.53M -3% 1.33% 74.9% 47 12.77% 2.2
Terra Nova Asset Management
7134
Terra Nova Asset Management
New York
$152M -$6.67M -4% 3.68% 172% 97 17.53% 3.7
Pensionfund DSM Netherlands
7135
Pensionfund DSM Netherlands
Netherlands
$152M -$2.55M -2% 2.02% 36.9% 76 6.58% 7.7
Travelers Companies
7136
Travelers Companies
Minnesota
$152M +$19.7M +15% 4.71% – 3 33.33% 0.8
U.S. Wealth Group
7137
U.S. Wealth Group
New York
$152M -$1.31M -0.9% 2.32% – 43 4.65% 0.9
WealthGarden F.S.
7138
WealthGarden F.S.
California
$152M +$11.4M +8% 2.37% – 165 13.33% 1
Processus Wealth & Capital Management
7139
Processus Wealth & Capital Management
Tennessee
$152M +$12.2M +9% 6.59% 160% 35 0% 1.8
Delos Wealth Advisors
7140
Delos Wealth Advisors
Texas
$152M +$3.19M +2% 2.39% 58% 319 24.76% 1
MCM
7141
Monimus Capital Management
New Jersey
$152M -$10.7M -7% 5.46% – 76 47.37% 0.5
Scalar Gauge Management
7142
Scalar Gauge Management
Texas
$152M -$44.9M -23% 6.47% – 48 66.67% 0.3
Good Steward Wealth Advisors
7143
Good Steward Wealth Advisors
Tennessee
$152M +$6.8M +5% 1.45% – 81 18.52% 0.7
Marshall & Sterling Wealth Advisors
7144
Marshall & Sterling Wealth Advisors
New York
$151M -$4.54M -3% 0.91% – 653 49.62% 0.9
LWA
7145
Legacy Wealth Advisors
Florida
$151M – – 0.24% – 86 – 0
FP
7146
Factorial Partners
New York
$151M +$6.14M +4% 7.19% 88.7% 70 15.71% 3.1
Somnio Financial Group
7147
Somnio Financial Group
Connecticut
$151M +$3.8M +3% 0.74% – 14 7.14% 1.4
Vista Finance
7148
Vista Finance
Missouri
$151M +$629K +0.4% 2.25% 50.7% 59 18.64% 1.3
CFP
7149
Comprehensive Financial Planning
Pennsylvania
$151M +$5.29M +4% 2.08% – 432 23.61% 0.7
Caspian Capital
7150
Caspian Capital
New York
$151M – – 27.7% – 11 – 1.1