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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)
Vision Financial Markets
7526
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 11.6% – 458 10.04% 0.4
NI
7527
NCP Inc
California
$106M +$32M +43% 26.2% – 133 62.41% 1.2
swisspartners Advisors
7528
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 1.38% 73.2% 26 15.38% 2.9
Stonebridge Wealth Management
7529
Stonebridge Wealth Management
Illinois
$106M – – 3.82% – 33 – 0
Kraematon Investment Advisors
7530
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 11% 80.5% 94 5.32% 2.4
Svenska Handelsbanken
7531
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 12.7% – 11 63.64% 0.2
CPC
7532
CFC Planning Company
Indiana
$106M +$12.5M +13% 8.03% – 108 43.52% 0.3
Empower Harvest Management Services
7533
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 7.52% – 1 0% 0.5
APEIRON Capital Ltd
7534
APEIRON Capital Ltd
Hong Kong
$106M -$112M -51% 17.1% 487% 13 76.92% 0.8
Equitec Proprietary Markets
7535
Equitec Proprietary Markets
Illinois
$106M -$34.7M -25% 23.9% 526% 85 45.88% 1.1
OneAscent Family Office
7536
OneAscent Family Office
Alabama
$106M -$1.72M -2% 9.37% – 145 21.38% 0.3
Mendota Financial Group
7537
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 6% 50.1% 119 21.01% 1.8
Oregon Pacific Wealth Management
7538
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 8.71% – 133 9.02% 0.4
Minot DeBlois Advisors
7539
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 7.48% – 259 4.63% 0.5
Santa Clara Valley Transportation Authority
7540
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4.53% – 4 0% 0.8
LifeGoal Wealth Advisors
7541
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 8.02% – 74 27.03% 0.4
Platt Investment Counsel
7542
Platt Investment Counsel
Florida
$105M +$3.88M +4% 9.45% 62.9% 10 10% 2.9
WA
7543
Wilmar Advisors
Florida
$105M +$8.52M +9% 13.1% – 22 31.82% 0.4
10Elms LLP
7544
10Elms LLP
Oklahoma
$105M +$5.57M +6% 5.74% – 528 5.87% 0.5
Arrow Investment Advisors
7545
Arrow Investment Advisors
Maryland
$105M +$10.5M +11% 5.36% 36.3% 77 67.53% 0.8
Bingham Private Wealth
7546
Bingham Private Wealth
California
$105M +$8.17M +8% 11.2% – 164 10.98% 0.4
Caerus Investment Advisors
7547
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 7.49% 85% 33 9.09% 2.3
Hobbs Wealth Management
7548
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 12.1% – 58 27.59% 0.4
Yorktown Management & Research Company
7549
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 22.6% 223% 245 31.02% 1.5
CG
7550
Curat Global
New Hampshire
$105M +$22.7M +28% 10.2% – 308 4.87% 0.2