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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)
Talisman Wealth Advisors
7726
Talisman Wealth Advisors
New Jersey
$94.3M -$713K -0.8% 0.39% 70.8% 115 17.39% 1.5
Global Value Investment Corporation
7727
Global Value Investment Corporation
Wisconsin
$94.2M – – 3.81% – 23 – 0
BIOS Capital Management
7728
BIOS Capital Management
Texas
$94.1M – – 5.74% – 6 – 0
Bingham Private Wealth
7729
Bingham Private Wealth
California
$94M – – 3.86% – 142 – 0
Axim Planning & Wealth
7730
Axim Planning & Wealth
Ohio
$93.9M +$5.08M +6% 8.04% 32.3% 42 19.05% 1.1
Aozora Bank
7731
Aozora Bank
Japan
$93.9M -$4.16M -4% 4.24% 5.45% 2 0% 3.5
GGM Financials
7732
GGM Financials
Ohio
$93.9M -$22.1M -19% 0.06% – 60 18.33% 0.4
Infinity Wealth Counsel
7733
Infinity Wealth Counsel
Ohio
$93.7M – – 0.78% – 58 – 0
Defined Financial Planning
7734
Defined Financial Planning
California
$93.7M – – 0.49% – 78 – 0
Inkwell Capital
7735
Inkwell Capital
Florida
$93.5M – – 2.1% – 32 – 0
CPC
7736
CFC Planning Company
Indiana
$93.4M – – 1.27% – 61 – 0
Vision Financial Markets
7737
Vision Financial Markets
Connecticut
$93.2M – – 4.36% – 233 – 0
Sincerus Advisory
7738
Sincerus Advisory
New York
$93.2M – – 1.94% – 63 – 0
Red Mountain Financial
7739
Red Mountain Financial
Colorado
$93M -$1.04M -1% 0.63% – 71 15.49% 0.8
swisspartners Advisors
7740
swisspartners Advisors
Switzerland
$92.9M -$15.8M -15% 4.47% 75.9% 29 17.24% 2.8
CC
7741
CF Capital
Massachusetts
$92.9M – – 4.02% – 46 – 0
Raffles Associates
7742
Raffles Associates
New York
$92.8M -$4.61M -5% 4.42% 50% 59 35.59% 2.5
Baer Investment Advisory
7743
Baer Investment Advisory
California
$92.8M – – 3.68% – 24 – 0
Trustco Bank (New York)
7744
Trustco Bank (New York)
New York
$92.7M -$6.85M -7% 2.23% 131% 69 4.35% 7.5
UFA
7745
Uptown Financial Advisors
Texas
$92.7M – – 0.17% – 65 – 0
Petros Family Wealth
7746
Petros Family Wealth
Minnesota
$92.7M – – 2.25% – 130 – 0
Grant Private Wealth Management
7747
Grant Private Wealth Management
California
$92.7M – – 9.34% – 111 – 0
Camelot Portfolios
7748
Camelot Portfolios
Ohio
$92.7M -$9.02M -9% 0.23% 41.3% 148 13.51% 4.3
Palacios Wealth Management
7749
Palacios Wealth Management
Florida
$92.6M – – 9.07% – 63 – 0
Kennondale Capital Management
7750
Kennondale Capital Management
Virginia
$92.6M – – 1.68% – 80 – 0