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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)
Luts & Greenleigh Group
7851
Luts & Greenleigh Group
Maryland
$132M +$5.91M +5% 8.91% – 108 20.37% 2.1
Financial Planning Fort Collins
7852
Financial Planning Fort Collins
Colorado
$132M -$1.37M -1% 11.2% – 34 5.88% 0.5
Vilga Financial Planning
7853
Vilga Financial Planning
New Jersey
$132M +$20.1M +18% 18.4% – 97 18.56% 0.4
TWM
7854
Todd Wealth Management
Florida
$132M +$22M +20% 23% – 116 12.07% 0.4
Goldstream Capital Management
7855
Goldstream Capital Management
Hong Kong
$132M +$11.5M +10% 98% 686% 47 40.43% 1
First Growth Capital
7856
First Growth Capital
Maryland
$132M +$21M +19% 24% – 149 20.81% 0.4
McCartney Wealth Management
7857
McCartney Wealth Management
Missouri
$132M +$13.1M +11% 10.5% – 66 3.03% 0.5
Innovative Advisory Group
7858
Innovative Advisory Group
Massachusetts
$132M +$10.1M +8% 2.25% – 37 32.43% 1.1
Quantedge Capital
7859
Quantedge Capital
Singapore
$132M -$50.9M -28% 12.9% 110% 69 55.07% 1.3
Finward Bancorp
7860
Finward Bancorp
Indiana
$132M +$6.76M +5% 12.6% – 112 11.61% 1.3
Tortuga Wealth Management
7861
Tortuga Wealth Management
California
$132M +$24.9M +23% 14.4% – 141 19.86% 0.4
Kane Co Wealth Management
7862
Kane Co Wealth Management
Iowa
$132M +$13.2M +11% 8.93% – 54 7.41% 0.5
Kelsey Financial
7863
Kelsey Financial
California
$132M +$17.4M +15% 14.2% – 68 11.76% 0.4
SGH
7864
Sivik Global Healthcare
Connecticut
$132M $0 0% 10.1% 83.8% 34 0% 2.6
Nest Investments
7865
Nest Investments
Pennsylvania
$132M +$8.59M +7% 5.41% – 34 14.71% 0.4
FCM
7866
Floyd Capital Management
Texas
$132M +$122M +1,240% 14.8% – 1 0% 1.5
Nan Fung Group Holdings
7867
Nan Fung Group Holdings
Hong Kong
$131M +$10.2M +8% 25.6% 281% 25 4% 2.3
Waycross Investment Management
7868
Waycross Investment Management
Washington
$131M +$26.6M +25% 8.66% 49.6% 59 25.42% 1.7
UAML
7869
US Asset Management LLC
Pennsylvania
$131M +$15.9M +14% 25.7% – 122 12.3% 4.1
Emissary Wealth LLC
7870
Emissary Wealth LLC
New Jersey
$131M +$24.6M +23% 17.9% – 65 20% 0.4
Larry Mathis Financial Planning
7871
Larry Mathis Financial Planning
Arizona
$131M +$19.7M +18% 15.2% – 196 43.88% 0.3
Morgens Waterfall Vintiadis & Co
7872
Morgens Waterfall Vintiadis & Co
New York
$131M +$50M +62% 52.7% 594% 22 54.55% 2.2
Eagle Wealth Advisors
7873
Eagle Wealth Advisors
Connecticut
$131M +$22.7M +21% 36.3% – 109 18.35% 0.4
Investors Portfolio Services
7874
Investors Portfolio Services
Washington
$131M +$23.1M +21% 11.5% – 821 33.25% 0.3
James Reed Financial Services
7875
James Reed Financial Services
Ohio
$131M +$15.5M +13% 14% – 19 10.53% 2.3