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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)
C
7576
Croban
Ohio
$102M – – 2.12% – 72 – 1
M28 Capital Management
7577
M28 Capital Management
Connecticut
$102M +$10.9M +12% 32.3% 200% 11 0% 2.5
Wingate Wealth Advisors
7578
Wingate Wealth Advisors
Massachusetts
$102M – – 1.77% – 477 – 0
ECP
7579
Elwood Capital Partners
New York
$102M – – 17.9% – 26 – 0
Shepherd Wealth Management
7580
Shepherd Wealth Management
Ohio
$102M – – 12.8% – 48 – 0
Arbor Capital Management (Alaska)
7581
Arbor Capital Management (Alaska)
Alaska
$102M -$4.31M -4% 2.07% 62.7% 108 15.74% 1.9
Spectrum Asset Management (Connecticut)
7582
Spectrum Asset Management (Connecticut)
Connecticut
$102M +$40.5M +66% 5.38% 2.88% 5 0% 2.9
AMH Equity
7583
AMH Equity
New York
$102M +$22.7M +29% 39.4% 267% 67 47.76% 0.5
Cornerstone Financial Group
7584
Cornerstone Financial Group
Nebraska
$101M – – 2.1% – 67 – 0
Persium Advisors
7585
Persium Advisors
Georgia
$101M – – 2.11% – 58 – 0
PIA
7586
Prakash Investment Advisors
Massachusetts
$101M – – 17.7% – 57 – 0
Luts & Greenleigh Group
7587
Luts & Greenleigh Group
Maryland
$101M -$2.92M -3% 0.57% – 86 10.47% 1.5
Frisco Financial Planning
7588
Frisco Financial Planning
Texas
$101M – – 2.53% – 18 – 0
Authentikos Wealth Advisory
7589
Authentikos Wealth Advisory
California
$101M -$2.67M -3% 1% 43.5% 164 57.32% 0.6
Kraematon Investment Advisors
7590
Kraematon Investment Advisors
Massachusetts
$101M -$735K -0.7% 1.28% 89.8% 90 8.89% 2.1
Fulcrum Equity Management
7591
Fulcrum Equity Management
Texas
$101M -$17.3M -15% 3.53% 116% 161 46.58% 1.3
HI
7592
Hyundai Investments
South Korea
$101M -$104M -51% 39.7% 74.8% 1 0% 3
Invera Wealth Advisors
7593
Invera Wealth Advisors
Oregon
$101M +$399K +0.4% 0.57% 102% 48 4.17% 0.9
Rahlfs Capital
7594
Rahlfs Capital
Texas
$101M – – 1.58% – 78 – 0
Peapod Lane Capital
7595
Peapod Lane Capital
New York
$101M – – 16.2% – 57 – 0
Entruity Wealth
7596
Entruity Wealth
California
$101M – – 1.93% – 42 – 0
Winnow Wealth
7597
Winnow Wealth
Texas
$101M – – 0.89% – 626 – 0
Ativo Capital Management
7598
Ativo Capital Management
Illinois
$101M -$13.6M -12% 3.59% 63.2% 56 19.64% 2.2
Sherwood Financial Partners
7599
Sherwood Financial Partners
California
$101M – – 2.49% – 7 – 0
New Covenant Trust Company
7600
New Covenant Trust Company
Indiana
$101M -$2.48M -2% 1.42% – 93 11.83% 0.7