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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)
Cultivar Capital
7301
Cultivar Capital
Texas
$114M -$7.33M -6% 7.38% 38.3% 29 10.34% 0.9
Willner & Heller
7302
Willner & Heller
California
$114M +$1.91M +2% 2.62% 131% 160 8.75% 2.1
TABR Capital Management
7303
TABR Capital Management
California
$114M – – 2.56% – 29 – 0
JDH Wealth Management
7304
JDH Wealth Management
California
$114M – – 1.57% – 46 – 0
PCG Asset Management
7305
PCG Asset Management
New Jersey
$114M – – 1.65% – 78 – 0
AAA
7306
American Alpha Advisors
New York
$114M +$4.5M +4% 6.47% – 92 36.96% 0.2
Panoramic Capital Partners
7307
Panoramic Capital Partners
Oregon
$114M – – 2.38% – 59 – 0
Saxony Capital Management
7308
Saxony Capital Management
Missouri
$114M +$4.4M +4% 1.74% 90% 149 20.13% 0.7
7G Capital Management
7309
7G Capital Management
New York
$114M -$119M -51% 7.63% 137% 8 25% 2.3
Wintrust Investments
7310
Wintrust Investments
Illinois
$114M -$21.5M -16% 2.38% 27.5% 520 24.81% 2.4
SBCM
7311
Silverberg Bernstein Capital Management
New York
$114M +$4.4M +4% 9.76% 133% 54 3.7% 0.9
CogentBlue Wealth Advisors
7312
CogentBlue Wealth Advisors
Tennessee
$114M – – 2.93% – 60 – 0
Hershey Financial Advisers
7313
Hershey Financial Advisers
Pennsylvania
$114M – – 2.32% – 63 – 0.4
Elevate Capital Advisors
7314
Elevate Capital Advisors
Colorado
$114M – – 1.6% – 65 – 0
Lansing Management
7315
Lansing Management
New York
$114M -$26.2M -19% 0.75% 76.9% 7 0% 3.1
Everest Management Corp
7316
Everest Management Corp
California
$114M – – 4.21% – 50 – 0
Broyhill Asset Management
7317
Broyhill Asset Management
North Carolina
$114M – – 2.37% – 73 – 0
Crowley Wealth Management
7318
Crowley Wealth Management
Delaware
$113M – – 3.81% – 428 – 0
Accelerate Investment Advisors
7319
Accelerate Investment Advisors
California
$113M +$11M +11% 0.73% – 104 23.08% 0.2
Catherine Avery Investment Management
7320
Catherine Avery Investment Management
Florida
$113M – – 0.53% – 176 – 0
Greycroft
7321
Greycroft
New York
$113M -$33.1M -23% 21% 20% 11 9.09% 1.1
LifePlan Financial
7322
LifePlan Financial
Minnesota
$113M -$3.33M -3% 1.3% 69.9% 92 10.87% 0.9
Sherrill & Hutchins Financial Advisory
7323
Sherrill & Hutchins Financial Advisory
Georgia
$113M -$2.65M -2% 0.09% 41.6% 11 0% 0.9
Twin City Private Wealth
7324
Twin City Private Wealth
North Carolina
$113M -$2.32M -2% 0.4% – 103 8.74% 0.7
DCVC Opportunity Fund II
7325
DCVC Opportunity Fund II
California
$113M +$15.6M +16% 124% – 3 33.33% 3