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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)
Avail Investment Partners
7901
Avail Investment Partners
Pennsylvania
$130M +$36.2M +39% 18.9% – 210 40% 0.2
Maimon Wealth Management
7902
Maimon Wealth Management
Israel
$130M +$15.9M +14% 7.58% – 84 13.1% 0.4
Advocate Investing Services
7903
Advocate Investing Services
Maryland
$130M +$11.8M +10% 11.7% – 484 12.6% 0.4
Tandem Investment Partners
7904
Tandem Investment Partners
New Jersey
$130M +$11.8M +10% 9.87% – 79 11.39% 1.2
Hudson Oak Wealth Advisory
7905
Hudson Oak Wealth Advisory
New Jersey
$130M +$14.6M +13% 19.1% – 54 7.41% 0.5
Epacria Capital Partners
7906
Epacria Capital Partners
Colorado
$130M +$458K +0.4% 6.69% 89.1% 30 23.33% 2.9
Global Strategic Management
7907
Global Strategic Management
Puerto Rico
$130M +$9.11M +8% 11.6% – 27 11.11% 4.3
Wolfstich Capital
7908
Wolfstich Capital
Massachusetts
$130M +$15.2M +13% 7.2% – 50 72% 0.7
Capital Today Evergreen Fund
7909
Capital Today Evergreen Fund
Cayman Islands
$129M -$43.5M -25% 25.1% 23.7% 3 0% 3.1
Whitebark Investors
7910
Whitebark Investors
Nevada
$129M +$4.41M +4% 14.7% – 10 10% 1.2
Graham Capital Wealth Management
7911
Graham Capital Wealth Management
District of Columbia
$129M +$16.7M +15% 5.18% 50.6% 66 22.73% 1.5
SF
7912
Schaeffer Financial
Maryland
$129M +$10.5M +9% 9.15% 52.2% 28 14.29% 2.3
Davis Wealth Advisors
7913
Davis Wealth Advisors
New Hampshire
$129M +$8.93M +7% 11.6% – 82 23.17% 1.1
Up Capital Management
7914
Up Capital Management
California
$129M +$40.1M +45% 38% – 21 19.05% 0.4
Santa Clara Valley Transportation Authority
7915
Santa Clara Valley Transportation Authority
California
$129M +$8.88M +7% 7.25% – 4 0% 1.8
CAG
7916
Cypress Advisory Group
Arizona
$129M -$2.06M -2% 2.88% – 83 12.05% 1.1
S Harris Financial Group
7917
S Harris Financial Group
Texas
$129M +$19.4M +18% 12.3% – 129 20.93% 0.4
CenturyLink Investment Management
7918
CenturyLink Investment Management
Colorado
$129M -$45.9M -26% 3.15% – 3 0% 1.7
MCFP
7919
McCarley & Cook Financial Planners
Ohio
$129M +$13.2M +11% 12.9% – 280 7.5% 0.5
Sherman Asset Management
7920
Sherman Asset Management
California
$129M +$20.2M +19% 16.7% – 157 15.29% 1.3
CrossGen Wealth
7921
CrossGen Wealth
North Carolina
$129M +$14.9M +13% 10.7% – 223 14.35% 0.4
Koenig Investment Advisory
7922
Koenig Investment Advisory
Oregon
$129M +$11M +9% 6.88% – 38 7.89% 0.5
Quest 10 Wealth Builders
7923
Quest 10 Wealth Builders
Virginia
$129M +$14.6M +13% 13.6% – 833 15.49% 1.2
Linden Rose Investment
7924
Linden Rose Investment
Texas
$129M +$52.5M +69% 122% – 8 25% 0.8
Professional Financial Solutions
7925
Professional Financial Solutions
Virginia
$129M +$16.3M +14% 11.1% – 41 7.32% 0.5