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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)
Epacria Capital Partners
7901
Epacria Capital Partners
Colorado
$130M +$458K +0.4% 6.69% 89.1% 30 23.33% 2.9
Global Strategic Management
7902
Global Strategic Management
Puerto Rico
$130M +$9.11M +8% 11.6% – 27 11.11% 4.3
Wolfstich Capital
7903
Wolfstich Capital
Massachusetts
$130M +$15.2M +13% 7.2% – 50 72% 0.7
Capital Today Evergreen Fund
7904
Capital Today Evergreen Fund
Cayman Islands
$129M -$43.5M -25% 25.1% 23.7% 3 0% 3.1
Whitebark Investors
7905
Whitebark Investors
Nevada
$129M +$4.41M +4% 14.7% – 10 10% 1.2
Graham Capital Wealth Management
7906
Graham Capital Wealth Management
District of Columbia
$129M +$16.7M +15% 5.18% 50.6% 66 22.73% 1.5
SF
7907
Schaeffer Financial
Maryland
$129M +$10.5M +9% 9.15% 52.2% 28 14.29% 2.3
Davis Wealth Advisors
7908
Davis Wealth Advisors
New Hampshire
$129M +$8.93M +7% 11.6% – 82 23.17% 1.1
Up Capital Management
7909
Up Capital Management
California
$129M +$40.1M +45% 38% – 21 19.05% 0.4
Santa Clara Valley Transportation Authority
7910
Santa Clara Valley Transportation Authority
California
$129M +$8.88M +7% 7.25% – 4 0% 1.8
CAG
7911
Cypress Advisory Group
Arizona
$129M -$2.06M -2% 2.88% – 83 12.05% 1.1
S Harris Financial Group
7912
S Harris Financial Group
Texas
$129M +$19.4M +18% 12.3% – 129 20.93% 0.4
CenturyLink Investment Management
7913
CenturyLink Investment Management
Colorado
$129M -$45.9M -26% 3.15% – 3 0% 1.7
MCFP
7914
McCarley & Cook Financial Planners
Ohio
$129M +$13.2M +11% 12.9% – 280 7.5% 0.5
Sherman Asset Management
7915
Sherman Asset Management
California
$129M +$20.2M +19% 16.7% – 157 15.29% 1.3
CrossGen Wealth
7916
CrossGen Wealth
North Carolina
$129M +$14.9M +13% 10.7% – 223 14.35% 0.4
Koenig Investment Advisory
7917
Koenig Investment Advisory
Oregon
$129M +$11M +9% 6.88% – 38 7.89% 0.5
Quest 10 Wealth Builders
7918
Quest 10 Wealth Builders
Virginia
$129M +$14.6M +13% 13.6% – 833 15.49% 1.2
Linden Rose Investment
7919
Linden Rose Investment
Texas
$129M +$52.5M +69% 122% – 8 25% 0.8
Professional Financial Solutions
7920
Professional Financial Solutions
Virginia
$129M +$16.3M +14% 11.1% – 41 7.32% 0.5
JMN Financial
7921
JMN Financial
Ohio
$129M +$26.8M +26% 24.5% – 266 42.86% 0.3
William Howard & Co Financial Advisors
7922
William Howard & Co Financial Advisors
Tennessee
$129M +$12.8M +11% 12.5% – 55 3.64% 2
Ridge Creek Global
7923
Ridge Creek Global
Ohio
$129M +$10.6M +9% 14.5% – 95 11.58% 0.4
AFG Fiduciary Services
7924
AFG Fiduciary Services
Massachusetts
$128M -$42.6M -25% 14.4% 72.4% 93 35.48% 2.8
TenCore Partners
7925
TenCore Partners
New York
$128M -$302K -0.2% 8.09% 50.4% 16 18.75% 3.2