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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)
Charter Oak Advisors
7876
Charter Oak Advisors
New York
$119M -$160M -57% 2.85% – 15 26.67% 0.8
Santa Clara Valley Transportation Authority
7877
Santa Clara Valley Transportation Authority
California
$119M -$298K -0.3% 0.27% – 4 0% 1.3
University of Wisconsin Foundation
7878
University of Wisconsin Foundation
Wisconsin
$119M +$847K +0.7% 3% 142% 11 45.45% 0.6
Integrated Wealthcare
7879
Integrated Wealthcare
North Carolina
$119M – – 1.86% – 28 – 0
EWP
7880
Evergreen Wealth Partners
Montana
$119M – – 0.93% – 79 – 0
William Howard & Co Financial Advisors
7881
William Howard & Co Financial Advisors
Tennessee
$119M +$1.12M +1% 1.18% – 57 1.75% 1.5
C2C Wealth Management
7882
C2C Wealth Management
Arizona
$119M +$2.12M +2% 2.04% 77.2% 89 7.87% 3.4
CM
7883
CM Management
Florida
$119M -$1.32M -1% 10.3% 110% 71 21.13% 2.4
Stoic Point Capital Management
7884
Stoic Point Capital Management
California
$119M – – 3.88% – 64 – 0
Tandem Investment Partners
7885
Tandem Investment Partners
New Jersey
$119M -$3.13M -3% 2.03% – 71 4.23% 0.9
Stewardship Concepts Financial Services
7886
Stewardship Concepts Financial Services
Washington
$119M – – 2.13% – 53 – 0
Post Resch Tallon Group
7887
Post Resch Tallon Group
New York
$118M +$5.39M +5% 0.98% – 118 15.25% 0.8
Hershey Financial Advisers
7888
Hershey Financial Advisers
Pennsylvania
$118M +$1.63M +1% 5.41% – 113 63.72% 0.5
CWD
7889
Clarity Wealth Development
Oregon
$118M +$7.43M +7% 1.92% – 45 0% 0.9
Sherman Asset Management
7890
Sherman Asset Management
California
$118M +$2.18M +2% 2.89% – 148 6.08% 0.9
Clarendon Private
7891
Clarendon Private
Massachusetts
$118M +$7.71M +7% 2.47% – 108 11.11% 0.8
Cruiser Capital Advisors
7892
Cruiser Capital Advisors
Connecticut
$118M +$17.8M +18% 6.54% 192% 66 31.82% 1.8
American Asset Management
7893
American Asset Management
Florida
$118M +$6.51M +6% 2.36% 42.5% 39 33.33% 1.7
Fortitude Financial
7894
Fortitude Financial
Washington
$118M -$3.73M -3% 1.93% – 57 73.68% 0.3
Luts & Greenleigh Group
7895
Luts & Greenleigh Group
Maryland
$118M +$6.29M +6% 3.07% – 90 11.11% 2.1
AC
7896
Agman Capital
Nebraska
$118M – – 12.6% – 19 – 0
Peapod Lane Capital
7897
Peapod Lane Capital
New York
$118M +$5.73M +5% 18.7% – 61 9.84% 0.8
First Financial Group
7898
First Financial Group
North Carolina
$118M +$2.15M +2% 1.11% – 77 10.39% 0.9
Donalies Financial Planning
7899
Donalies Financial Planning
District of Columbia
$117M – – 2.68% – 70 – 0
GWSG
7900
GPS Wealth Strategies Group
Colorado
$117M -$830M -88% 2.4% 118% 1,677 66.07% 2.6