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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)
Midwestern Financial
7826
Midwestern Financial
Iowa
$121M +$4.39M +4% 1.44% – 54 3.7% 0.5
Evolution Wealth Management
7827
Evolution Wealth Management
Florida
$121M +$23.4M +24% 1.75% – 790 30.63% 0.3
Sandro Wealth Management
7828
Sandro Wealth Management
New Jersey
$121M – – 5.01% – 93 – 0
Mueller Wealth
7829
Mueller Wealth
Wisconsin
$121M – – 1.25% – 15 – 0
Sierra Ocean
7830
Sierra Ocean
California
$121M +$1.78M +1% 1.19% – 68 17.65% 0.9
NorthAvenue LLC
7831
NorthAvenue LLC
Ohio
$121M – – 2.89% – 375 – 0
Eagle Harbor Asset Management
7832
Eagle Harbor Asset Management
Washington
$121M +$5.56M +5% 4.46% 76.2% 136 7.35% 2.6
Hestia Capital Management
7833
Hestia Capital Management
Pennsylvania
$121M -$37.1M -23% 6.3% – 22 22.73% 0.4
Explore Capital Management
7834
Explore Capital Management
Delaware
$121M -$41.1M -25% 5.86% – 19 47.37% 0.3
Sentinel Wealth Management
7835
Sentinel Wealth Management
Virginia
$121M +$5.46M +5% 2.29% – 38 0% 0.5
Elm3 Financial Group
7836
Elm3 Financial Group
Georgia
$121M -$1.4M -1% 2.73% – 128 25% 0.8
Strategic Advisory Partners
7837
Strategic Advisory Partners
North Carolina
$121M – – 2.3% – 36 – 0
NDVR Inc
7838
NDVR Inc
Massachusetts
$121M +$556K +0.5% 2.7% – 147 39.46% 1
Rangeley Capital
7839
Rangeley Capital
Connecticut
$120M +$4.84M +4% 18.1% – 176 57.95% 0.3
Linden Rose Investment
7840
Linden Rose Investment
Texas
$120M – – 5.6% – 7 – 2
URS Advisory
7841
URS Advisory
Florida
$120M – – 3.68% – 44 – 0
Alexander Randolph Advisory
7842
Alexander Randolph Advisory
Virginia
$120M -$1M -0.8% 2.16% 56% 56 8.93% 1.9
Vigil Wealth Management
7843
Vigil Wealth Management
Florida
$120M – – 2.63% – 77 – 0
Ferguson Johnson Wealth Management
7844
Ferguson Johnson Wealth Management
Maryland
$120M – – 1.26% – 35 – 0
Davis Wealth Advisors
7845
Davis Wealth Advisors
New Hampshire
$120M +$8.82M +8% 1.81% – 72 6.94% 0.8
Golden Bell Financial Planning
7846
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 1.26% – 36 2.78% 0.9
Semitam Bonam
7847
Semitam Bonam
New York
$120M +$8.27M +7% 1.36% – 48 10.42% 0.4
Valor Advisors
7848
Valor Advisors
Florida
$120M – – 2.05% – 36 – 0
Alterna Wealth Management
7849
Alterna Wealth Management
Texas
$120M -$1.52M -1% 2.28% 52.9% 113 24.78% 2.6
Vista Cima Wealth Management
7850
Vista Cima Wealth Management
Arizona
$120M -$71.8K -0.1% 1.6% – 79 40.51% 0.9