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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)
Hallstatt Advisors
7651
Hallstatt Advisors
New York
$142M +$15.5M +12% 15.4% – 17 35.29% 0.4
Connective Capital Management
7652
Connective Capital Management
California
$142M +$20.8M +17% 37.1% 188% 96 58.33% 0.8
Kropog Financial Group
7653
Kropog Financial Group
Louisiana
$142M +$18.8M +15% 15.1% – 41 24.39% 0.9
Sentinel Wealth Management
7654
Sentinel Wealth Management
Virginia
$142M +$16.9M +13% 12.7% – 39 0% 1
K2 Financial
7655
K2 Financial
California
$142M +$4.18M +3% 7.76% – 60 1.67% 1.4
Travelers Companies
7656
Travelers Companies
Minnesota
$142M +$14.9M +12% 27.4% – 2 50% 1.3
iSAM Funds (UK)
7657
iSAM Funds (UK)
United Kingdom
$142M -$60.9M -30% 7.85% 53.7% 445 80.45% 0.1
L1 Global Manager
7658
L1 Global Manager
$142M -$7.87M -5% 1.04% – 164 52.44% 0.2
KL
7659
Keenan LLC
Massachusetts
$142M +$23M +19% 16.1% – 47 14.89% 0.4
PartnerRe Asset Management
7660
PartnerRe Asset Management
Connecticut
$142M +$3.49M +3% 2.69% – 2 0% 0.5
Merited Wealth
7661
Merited Wealth
Florida
$141M +$20.8M +17% 12.5% – 79 7.59% 0.5
Nestegg Advisors
7662
Nestegg Advisors
New York
$141M +$27.5M +24% 12.8% – 56 14.29% 1.2
Spectrum Advisors
7663
Spectrum Advisors
Texas
$141M +$14.8M +12% 8.93% – 56 12.5% 0.2
Veratis Advisors
7664
Veratis Advisors
North Carolina
$141M – – 9.84% – 84 – 0.4
Alessandra Capital Management
7665
Alessandra Capital Management
California
$141M +$24M +20% 25.9% – 134 21.64% 0.4
Strategic Advisory Partners
7666
Strategic Advisory Partners
North Carolina
$141M +$14.1M +11% 8.65% – 101 62.38% 0.4
SIMA Wealth Partners
7667
SIMA Wealth Partners
Virginia
$141M +$9.8M +7% 10.3% – 131 0.76% 1.9
Campbell Deegan Wealth Management
7668
Campbell Deegan Wealth Management
Virginia
$141M +$16.1M +13% 10.7% – 58 12.07% 1.1
Ball & Co Wealth Management
7669
Ball & Co Wealth Management
Tennessee
$141M +$21.5M +18% 5.94% – 90 31.11% 1.2
Avise Financial Cooperative
7670
Avise Financial Cooperative
California
$141M +$20.1M +17% 10.5% – 121 21.49% 0.4
Sound Portfolio Advisors
7671
Sound Portfolio Advisors
Connecticut
$141M +$17.8M +14% 10.4% – 50 16% 0.4
Marrick Wealth
7672
Marrick Wealth
California
$141M +$21.9M +18% 11.9% – 65 24.62% 0.4
Nalls Sherbakoff Group
7673
Nalls Sherbakoff Group
Tennessee
$141M +$4.74M +3% 10.8% – 422 12.32% 5
Pin Oak Investment Advisors
7674
Pin Oak Investment Advisors
Texas
$141M -$830K -0.6% 9.71% 62.7% 602 22.92% 3.8
Pine Brook Road Advisors
7675
Pine Brook Road Advisors
New York
$140M +$2.72M +2% 27.4% – 1 0% 2.5