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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)
CRCM LP
7426
CRCM LP
California
$152M +$10.9M +8% 15.6% – 15 53.33% 0.6
IA
7427
IF Advisors
Texas
$152M +$10.7M +8% 9.95% – 60 11.67% 0.4
Moulton Wealth Management
7428
Moulton Wealth Management
Washington
$152M +$5.2M +4% 8.63% 47.8% 83 57.83% 0.6
Chung Wu Investment Group
7429
Chung Wu Investment Group
Texas
$152M +$36M +31% 44.7% – 315 27.94% 0.8
WealthTrak Capital Management
7430
WealthTrak Capital Management
Virginia
$152M +$12M +9% 10.9% – 86 17.44% 1.2
HFAS
7431
Hummer Financial Advisory Services
Illinois
$152M +$10.6M +7% 13.1% 71.8% 135 8.89% 4
Lederer & Associates Investment Counsel
7432
Lederer & Associates Investment Counsel
California
$152M +$10.7M +8% 10.2% 92.7% 87 8.05% 6
Prota Financial
7433
Prota Financial
Texas
$152M +$13.9M +10% 11.6% – 74 14.86% 0.4
UFA
7434
Uptown Financial Advisors
Texas
$152M +$26M +21% 10.4% – 91 19.78% 1.1
AL
7435
Advaya LLP
United Kingdom
$152M +$8.05M +6% 28.5% – 8 37.5% 0.4
TLC
7436
True Light Capital
$152M -$46.1M -23% 17.4% – 8 0% 0.5
TC
7437
TTRF Capital
$152M – – 97.5% – 13 – 0
Washington Capital Management
7438
Washington Capital Management
Washington
$152M +$33.1M +28% 14.3% 81.8% 123 25.2% 2.6
Meritech Capital Associates V
7439
Meritech Capital Associates V
California
$151M +$10.1M +7% 72.4% 133% 2 0% 5.4
RPS Advisory Solutions
7440
RPS Advisory Solutions
Kentucky
$151M -$25.1M -14% 14.2% – 128 34.38% 1
Paladin Partners
7441
Paladin Partners
Wisconsin
$151M +$12.5M +9% 11% – 223 8.97% 0.5
Mittelman Wealth Management
7442
Mittelman Wealth Management
Massachusetts
$151M -$9.19M -6% 8.21% – 57 15.79% 1.2
Williams & Novak
7443
Williams & Novak
California
$151M +$17.6M +13% 13.5% 61.6% 157 15.92% 1.5
MJT & Associates Financial Advisory
7444
MJT & Associates Financial Advisory
Minnesota
$151M +$15M +11% 12.8% – 495 16.77% 1
Womack Financial
7445
Womack Financial
Texas
$151M +$15.3M +11% 16.7% – 73 6.85% 1.3
Northern Financial Advisors
7446
Northern Financial Advisors
Michigan
$151M +$14M +10% 21.2% 120% 108 10.19% 2.7
Neumann Capital Management
7447
Neumann Capital Management
California
$151M -$188M -55% 11.2% 89.9% 106 49.06% 7.5
Orographic Financial Advisors
7448
Orographic Financial Advisors
Colorado
$151M +$10.1M +7% 6.47% – 113 13.27% 0.2
ATX Financial Planning
7449
ATX Financial Planning
Texas
$151M +$19.5M +15% 12.2% – 86 9.3% 0.4
Hartmann Taylor Wealth Management
7450
Hartmann Taylor Wealth Management
Texas
$151M -$162K -0.1% 9.97% – 54 0% 1.1