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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)
Ahara Advisors
7526
Ahara Advisors
New Jersey
$148M +$28.3M +24% 22.4% – 56 7.14% 0.4
Total Wealth Planning & Management
7527
Total Wealth Planning & Management
Florida
$148M +$12.5M +9% 20.5% – 238 25.21% 1
Navi International
7528
Navi International
Brazil
$148M -$74.4M -33% 7.42% – 18 55.56% 0.3
Blake Schutter Theil Wealth Advisors
7529
Blake Schutter Theil Wealth Advisors
Ohio
$148M +$25.1M +20% 10.1% – 116 9.48% 1.4
Alcosta Capital Management
7530
Alcosta Capital Management
California
$148M +$16.6M +13% 22.3% 175% 23 4.35% 2.7
RF&L Wealth Management
7531
RF&L Wealth Management
Massachusetts
$148M +$14.2M +11% 12% 73.8% 54 11.11% 3.1
LC
7532
Lawood & Co
Pennsylvania
$148M +$39.9M +37% 19% – 99 13.13% 0.5
BM
7533
Bislett Management
California
$148M +$18M +14% 18.6% 19.8% 18 0% 6.2
Vanguard Capital Wealth Advisors
7534
Vanguard Capital Wealth Advisors
Colorado
$148M +$39.5M +37% 48.7% 234% 152 34.21% 3.2
LiftPoint Family Wealth Advisors
7535
LiftPoint Family Wealth Advisors
New Jersey
$148M +$26.8M +22% 15.6% – 71 23.94% 0.4
Tepp RIA
7536
Tepp RIA
New Jersey
$147M +$19.8M +16% 14.9% – 54 33.33% 0.7
Dorato Capital Management
7537
Dorato Capital Management
Colorado
$147M +$12M +9% 16.1% – 259 3.86% 0.5
Summit Financial Consulting
7538
Summit Financial Consulting
Michigan
$147M +$7.71M +6% 10.7% – 51 23.53% 0.8
Red Tree Management
7539
Red Tree Management
California
$147M +$35.5M +32% 35% – 3 0% 1.5
IDG China Venture Capital Fund IV Associates
7540
IDG China Venture Capital Fund IV Associates
Hong Kong
$147M -$72M -33% 23.5% 59.2% 4 0% 4.3
Coquina Private Wealth LLC
7541
Coquina Private Wealth LLC
Florida
$147M +$22.9M +18% 19.4% – 104 10.58% 0.4
Castlefield Investment Partners
7542
Castlefield Investment Partners
$147M +$16.5M +13% 22.7% – 36 5.56% 0.5
Sincerus Advisory
7543
Sincerus Advisory
New York
$147M +$15.3M +12% 12% – 82 8.54% 1.2
Cygnus Capital Advisors
7544
Cygnus Capital Advisors
Georgia
$147M +$915K +0.6% 14.2% – 126 53.17% 0.3
Madson Wealth Advisors
7545
Madson Wealth Advisors
California
$147M +$26.9M +22% 15.6% – 100 19% 0.2
Diamant Asset Management
7546
Diamant Asset Management
Connecticut
$147M +$9.9M +7% 10% 66.9% 85 15.29% 5.4
Winnow Wealth
7547
Winnow Wealth
Texas
$147M +$17.4M +13% 14.8% – 138 11.59% 0.7
Koa Wealth Management
7548
Koa Wealth Management
California
$147M +$8.74M +6% 6.82% 74.8% 60 16.67% 1.8
Saber Capital Management
7549
Saber Capital Management
North Carolina
$147M +$12.4M +9% 17% – 40 20% 1.1
CCP
7550
Crocodile Capital Partners
Germany
$147M +$7.26M +5% 9.49% 126% 12 0% 1.2