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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)
Forteris Wealth Management
8051
Forteris Wealth Management
New York
$122M +$17.8M +17% 17.8% – 73 12.33% 0.5
Wall Capital Group
8052
Wall Capital Group
Arizona
$122M +$28.5M +30% 11.6% – 31 29.03% 2.3
WFA of San Diego
8053
WFA of San Diego
California
$122M -$2.5M -2% 11.7% – 405 77.04% 4.3
Cooke Wealth Management
8054
Cooke Wealth Management
California
$122M +$9.25M +8% 9.41% – 39 5.13% 0.5
JHP Wealth Management
8055
JHP Wealth Management
Colorado
$122M +$17.5M +17% 13.2% – 43 32.56% 0.4
Coral Wealth Management
8056
Coral Wealth Management
Florida
$122M +$32.6M +37% 16.5% – 22 50% 0.2
Financial Management Inc
8057
Financial Management Inc
Arkansas
$122M +$15.5M +15% 10.9% – 46 15.22% 0.4
Hicks Capital Management
8058
Hicks Capital Management
Ohio
$122M +$22M +22% 11.8% – 42 19.05% 0.8
Moneda SA Administradora General de Fondos
8059
Moneda SA Administradora General de Fondos
Chile
$122M -$615K -0.5% 3.95% 34.5% 32 25% 2.5
Vines Capital Management
8060
Vines Capital Management
Louisiana
$122M +$21M +21% 24.2% – 92 18.48% 0.4
ClientFirst Wealth Management
8061
ClientFirst Wealth Management
Arkansas
$122M +$3.26M +3% 4.13% – 55 12.73% 2.8
Greenline Wealth Management
8062
Greenline Wealth Management
Florida
$122M +$35M +40% 34.8% – 139 38.13% 0.3
D
8063
Drystone
Virginia
$122M +$10.7M +10% 14.7% – 18 0% 3.9
Torrey-Payne Wealth Management
8064
Torrey-Payne Wealth Management
California
$122M +$12.6M +12% 10.8% – 42 11.9% 0.5
Institutional Venture Management XV
8065
Institutional Venture Management XV
California
$122M +$46M +61% 63.7% 116% 3 0% 3.8
Portus Wealth Advisors
8066
Portus Wealth Advisors
North Carolina
$121M +$15.3M +14% 22.2% – 568 91.37% 0.7
Pandowealth
8067
Pandowealth
Georgia
$121M +$6.88M +6% 13.8% – 20 15% 0.5
Alexander Randolph Advisory
8068
Alexander Randolph Advisory
Virginia
$121M +$5.41M +5% 15.9% – 57 33.33% 2.2
Dala Group
8069
Dala Group
Illinois
$121M +$1.74M +1% 22.2% – 75 12% 0.5
Verus Wealth Management
8070
Verus Wealth Management
Wisconsin
$121M +$13.6M +13% 9.68% – 57 14.04% 1.2
Chapman Investment Management
8071
Chapman Investment Management
California
$121M +$47.9K +0% 0% 57.3% 53 100% 0
Worthington Financial Partners
8072
Worthington Financial Partners
Ohio
$121M +$4.39M +4% 41% – 108 11.11% 0.5
Miller Global Investments
8073
Miller Global Investments
Texas
$121M +$11.7M +11% 9.93% – 310 14.84% 0.4
Stoic Point Capital Management
8074
Stoic Point Capital Management
California
$121M +$17.9M +17% 11.5% – 78 30.77% 0.3
Roan Capital Partners
8075
Roan Capital Partners
Tennessee
$121M +$12.3M +11% 8.34% – 89 25.84% 0.2