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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)
Harbor Asset Planning
7551
Harbor Asset Planning
Massachusetts
$105M – – 8.18% – 410 – 0
Green Alpha Advisors
7552
Green Alpha Advisors
Colorado
$105M +$11.1M +12% 21.3% 316% 112 2.68% 3.2
York GP
7553
York GP
Cayman Islands
$104M -$18.8M -15% 18.2% – 4 75% 0.8
Legacy Solutions LLC
7554
Legacy Solutions LLC
Pennsylvania
$104M +$13.6M +15% 9.95% – 80 13.75% 0.4
MY Wealth Management
7555
MY Wealth Management
Maryland
$104M +$1.01M +1% 4.59% 41.2% 32 21.88% 2
Western Pacific Wealth Management
7556
Western Pacific Wealth Management
Illinois
$104M -$6.32M -6% 14.3% 91.4% 216 16.67% 2.4
Weaver C. Barksdale & Associates
7557
Weaver C. Barksdale & Associates
Tennessee
$104M +$40.1K +0% 1.28% 52.2% 63 3.17% 5.9
Luts & Greenleigh Group
7558
Luts & Greenleigh Group
Maryland
$104M +$3.66M +4% 5.08% – 80 7.5% 1.9
Square Wave Capital
7559
Square Wave Capital
New York
$104M +$10.8M +12% 13.9% – 8 12.5% 0.5
Michelson Medical Research Foundation
7560
Michelson Medical Research Foundation
California
$104M -$15.3M -13% 7.51% 52.2% 27 33.33% 1.5
CWMGP
7561
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$104M -$71M -41% 8.23% 75.9% 76 40.79% 2.1
Searchlight Capital Partners
7562
Searchlight Capital Partners
New York
$104M +$8.18M +9% 3.73% 38.5% 3 0% 7.3
Clarendon Private
7563
Clarendon Private
Massachusetts
$104M +$9.35M +10% 15.2% – 110 16.36% 0.4
E Fund Management (HK)
7564
E Fund Management (HK)
Hong Kong
$104M -$7.54M -7% 4.07% 163% 177 27.68% 1.1
LWM Advisors
7565
LWM Advisors
California
$104M +$6.7M +7% 8.66% – 29 3.45% 0.4
Nestegg Advisors
7566
Nestegg Advisors
New York
$104M +$9.8M +10% 8.24% – 47 8.51% 0.5
Post Resch Tallon Group
7567
Post Resch Tallon Group
New York
$104M +$5.8M +6% 8.01% – 110 16.36% 0.5
Dynamic Financial Group
7568
Dynamic Financial Group
Iowa
$104M +$3.9M +4% 3.68% – 63 12.7% 0.4
RK Asset Management
7569
RK Asset Management
Michigan
$104M -$4.58M -4% 1.24% 47.6% 23 0% 4.3
Medici Capital
7570
Medici Capital
California
$104M +$21.6M +26% 9.18% 127% 30 56.67% 0.6
Eagle Harbor Asset Management
7571
Eagle Harbor Asset Management
Washington
$104M +$5.01M +5% 7.76% 76.2% 128 7.03% 2.4
Cooper Capital Advisors
7572
Cooper Capital Advisors
California
$104M +$10.3M +11% 11.3% – 40 40% 0.3
Measured Risk Portfolios
7573
Measured Risk Portfolios
California
$104M +$10.3M +11% 0.5% – 60 3.33% 0.5
Delphi Management
7574
Delphi Management
Massachusetts
$103M +$5.36M +5% 9.94% 111% 88 20.45% 3.3
Karani Asset Management
7575
Karani Asset Management
New York
$103M +$8.78M +9% 13.4% – 48 33.33% 2.2