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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)
Koa Wealth Management
7151
Koa Wealth Management
California
$135M +$8.93M +7% 11.4% 74.8% 59 13.56% 1.3
Murphy & Mullick Capital Management
7152
Murphy & Mullick Capital Management
New York
$135M +$11.7M +10% 8.89% – 718 9.61% 0.7
Persium Advisors
7153
Persium Advisors
Georgia
$135M +$14M +12% 6.54% – 65 6.15% 0.6
Clio Asset Management
7154
Clio Asset Management
Virginia
$135M +$7.19M +6% 11.6% 60.6% 15 6.67% 1.7
Point72 Italy
7155
Point72 Italy
Italy
$135M -$68.2M -34% 18.3% – 39 76.92% 0.4
BFS
7156
Burr Financial Services
California
$135M +$15.8M +13% 13.8% 478% 32 18.75% 1.3
Blue Capital Inc
7157
Blue Capital Inc
Nebraska
$135M -$6.42M -5% 7.91% – 121 59.5% 0.4
Marvin & Palmer Associates
7158
Marvin & Palmer Associates
Delaware
$135M +$17.9M +15% 19.1% 392% 44 65.91% 0.4
Copia Wealth Management
7159
Copia Wealth Management
Oregon
$135M +$16M +14% 7.26% – 492 9.15% 0.7
NI
7160
NCP Inc
California
$135M +$28.4M +27% 11.7% – 54 12.96% 1.3
Bey-Douglas LLC
7161
Bey-Douglas LLC
Georgia
$134M -$32.8M -20% 5.09% – 66 31.82% 0.9
KSCM
7162
Kamunting Street Capital Management
Florida
$134M +$12.2M +10% 2.96% 7.47% 23 65.22% 1.1
Mountain Lake Investment Management
7163
Mountain Lake Investment Management
Florida
$134M +$14.1M +12% 9.96% 64% 32 34.38% 1.6
Accredited Wealth Management
7164
Accredited Wealth Management
Kentucky
$134M +$10.8M +9% 6.08% – 395 9.37% 0.6
Macroview Investment Management
7165
Macroview Investment Management
Maryland
$134M +$11.2M +9% 8.23% 76.6% 101 14.85% 4.7
Shum Financial Group
7166
Shum Financial Group
California
$134M – – 7.56% – 94 – 0.9
Gallo Partners
7167
Gallo Partners
New Jersey
$134M -$18.9M -12% 15.4% – 83 79.52% 0.1
Cooksen Wealth
7168
Cooksen Wealth
Texas
$134M +$9.5M +8% 6.93% 70.7% 90 50% 1.6
Arbor Wealth Advisors
7169
Arbor Wealth Advisors
Michigan
$134M +$10.7M +9% 7.8% 58.7% 56 5.36% 1.4
Mendota Financial Group
7170
Mendota Financial Group
Wisconsin
$134M +$28.2M +27% 4.33% 50.1% 118 20.34% 1.7
Corient IA
7171
Corient IA
Florida
$134M -$35.9M -21% 7.95% – 327 33.33% 0.4
Hickory Point Bank & Trust
7172
Hickory Point Bank & Trust
Illinois
$134M +$9.9M +8% 8.04% – 128 5.47% 0.7
Trace Wealth Advisors
7173
Trace Wealth Advisors
California
$134M +$11.4M +9% 8.07% – 68 16.18% 0.6
Navis Wealth Advisors
7174
Navis Wealth Advisors
New York
$134M +$15M +13% 9.32% 107% 131 17.56% 2.4
RPGNY
7175
Retirement Planning Group (New York)
New York
$134M +$19.9M +17% 6.7% – 90 17.78% 0.6