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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)
21 West Wealth Management
8076
21 West Wealth Management
California
$109M +$4.01M +4% 1.54% – 64 12.5% 0.5
Strategic Financial Concepts
8077
Strategic Financial Concepts
Texas
$109M -$579M -84% 2.14% 56.8% 324 79.01% 1.2
Sawyer Falduto Asset Management
8078
Sawyer Falduto Asset Management
Illinois
$109M – – 1.89% – 260 – 0
Shuttleworth & Co
8079
Shuttleworth & Co
Ohio
$109M -$866K -0.8% 0.05% – 64 9.38% 0.2
DRH Investments
8080
DRH Investments
California
$109M -$637K -0.6% 7.61% 81.2% 16 31.25% 2.5
Green Alpha Advisors
8081
Green Alpha Advisors
Colorado
$109M +$5.55M +5% 8.27% 316% 121 20.66% 3.1
BCG
8082
BRIA Capital Group
Florida
$109M – – 2.38% – 53 – 0
10Elms LLP
8083
10Elms LLP
Oklahoma
$109M -$2.15M -2% 1.76% – 477 2.94% 0.9
Red Tree Management
8084
Red Tree Management
California
$109M +$26.1M +32% 43.4% – 3 0% 1
Fund Advisors of America Inc
8085
Fund Advisors of America Inc
Florida
$109M – – 2.79% – 119 – 0
Pandowealth
8086
Pandowealth
Georgia
$109M – – 2.03% – 19 – 0
Bedminster
8087
Bedminster
South Carolina
$109M – – 1.73% – 53 – 0
Graham Capital Wealth Management
8088
Graham Capital Wealth Management
District of Columbia
$109M +$10.7M +11% 1.69% 50.6% 78 26.92% 1.4
Smith Partners Wealth Management
8089
Smith Partners Wealth Management
North Carolina
$109M – – 1.04% – 78 – 0
City Center Advisors LLC
8090
City Center Advisors LLC
Michigan
$109M +$5.81M +6% 2.43% – 192 33.33% 0.9
Snowwater Investment Partners
8091
Snowwater Investment Partners
Connecticut
$109M – – 6.42% – 91 – 0
MSD Partners
8092
MSD Partners
New York
$109M -$42.3M -28% 26.4% 3.5% 7 0% 2.3
Granite Islands Private Wealth
8093
Granite Islands Private Wealth
Connecticut
$109M – – 3.24% – 81 – 0
Wolfstich Capital
8094
Wolfstich Capital
Massachusetts
$109M +$59.5M +121% 2.1% – 21 57.14% 0.5
Auctus Advisors
8095
Auctus Advisors
North Carolina
$108M – – 3.67% – 26 – 0
Cedrus Wealth Group LLC
8096
Cedrus Wealth Group LLC
Minnesota
$108M – – 17.6% – 48 – 0
AWH Capital
8097
AWH Capital
Texas
$108M +$12.5M +13% 10.9% 183% 22 9.09% 2.8
OakTrust Wealth Advisors
8098
OakTrust Wealth Advisors
Connecticut
$108M – – 0.94% – 68 – 0
LP
8099
LB Partners
Virginia
$108M -$47.4M -30% 0.13% – 29 13.79% 1.3
Searchlight Capital Partners
8100
Searchlight Capital Partners
New York
$108M -$10.1M -9% 7.75% 38.5% 3 0% 7.8