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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)
University of Chicago
7326
University of Chicago
Illinois
$117M +$51.4M +78% 10.6% 62.3% 13 23.08% 1.1
EDMP Inc
7327
EDMP Inc
Florida
$117M -$1.95M -2% 5.98% 78% 73 8.22% 4.2
ADG Wealth Management Group
7328
ADG Wealth Management Group
Louisiana
$117M +$11.4M +11% 7.76% – 30 26.67% 0.3
Momentum Wealth Planning
7329
Momentum Wealth Planning
Florida
$117M – – 15.5% – 39 – 0
Mascagni Wealth Management
7330
Mascagni Wealth Management
Mississippi
$117M +$16.9M +17% 12.5% – 128 17.97% 0.4
Affinity Wealth
7331
Affinity Wealth
Ohio
$117M +$19.6M +20% 12.5% – 79 51.9% 0.3
CTA
7332
Camelot Technology Advisors
California
$117M +$6.74M +6% 7.74% 71% 55 10.91% 1.4
OF
7333
Outfitter Financial
Maine
$117M +$6.24M +6% 9.82% 97.6% 78 8.97% 3.2
Michels Family Financial
7334
Michels Family Financial
Texas
$117M +$6.72M +6% 7.01% – 128 6.25% 0.5
Carbahal Olsen Financial Services Group
7335
Carbahal Olsen Financial Services Group
California
$117M +$11.9M +11% 10.7% – 36 5.56% 0.5
PlanWiser Financial
7336
PlanWiser Financial
Colorado
$117M +$6.84M +6% 7.83% – 52 25% 0.2
C
7337
Croban
Ohio
$117M +$8.51M +8% 4.1% – 77 7.79% 1.4
LTG Capital
7338
LTG Capital
Massachusetts
$117M +$7.22M +7% 7.72% 56% 27 3.7% 3.3
Wulff, Hansen & Co
7339
Wulff, Hansen & Co
California
$117M +$7.16M +7% 9.44% 85.8% 108 17.59% 2.4
S2L
7340
Sparta 24 Ltd
Israel
$117M +$13.8M +13% 8.32% 83.7% 6 66.67% 0.8
GeoSphere Capital Management
7341
GeoSphere Capital Management
Florida
$117M -$67.4M -37% 17.7% 446% 51 58.82% 0.3
Spartan Planning & Wealth Management
7342
Spartan Planning & Wealth Management
North Carolina
$117M +$13.6M +13% 14.5% – 87 37.93% 1.5
UFA
7343
Uptown Financial Advisors
Texas
$117M +$18.8M +19% 8.63% – 79 16.46% 0.4
AA
7344
Alpha Advisors
Virginia
$117M +$1.88M +2% 6.23% – 45 15.56% 0.4
TABR Capital Management
7345
TABR Capital Management
California
$117M +$20.7M +22% 7.45% – 46 43.48% 0.3
Marvin & Palmer Associates
7346
Marvin & Palmer Associates
Delaware
$117M +$49.7M +74% 24.1% 392% 40 62.5% 0.3
International Private Wealth Advisors
7347
International Private Wealth Advisors
California
$117M +$12.2M +12% 6.77% – 185 29.19% 0.9
WSA
7348
Warm Springs Advisors
California
$117M +$17M +17% 29.7% – 50 10% 0.5
PCG Asset Management
7349
PCG Asset Management
New Jersey
$116M +$9.44M +9% 7.96% – 78 10.26% 0.5
Woodside Wealth Management
7350
Woodside Wealth Management
Massachusetts
$116M +$8.33M +8% 7.24% – 77 1.3% 0.2