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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)
Noble Wealth Partners
8176
Noble Wealth Partners
Colorado
$115M – – 10.9% – 76 – 0
Montgomery Financial Services
8177
Montgomery Financial Services
Maryland
$115M – – 10.3% – 334 – 0
Alan B. Lancz & Associates
8178
Alan B. Lancz & Associates
Ohio
$115M +$11.9M +12% 19.2% – 145 15.86% 3
Parsonex Advisory Services
8179
Parsonex Advisory Services
Colorado
$115M +$12.7M +12% 20.4% – 59 20.34% 0.9
Urban Wealth Management
8180
Urban Wealth Management
California
$115M +$17M +17% 20% – 120 33.33% 1.3
Townsend Financial Planning
8181
Townsend Financial Planning
Kentucky
$115M +$11.4M +11% 9.01% – 30 3.33% 0.5
SNPAM
8182
St. Nicholas Private Asset Management
Florida
$115M +$7.82M +7% 9.72% – 38 13.16% 1.4
Cedrus Wealth Group LLC
8183
Cedrus Wealth Group LLC
Minnesota
$115M +$24.7M +27% 4.13% – 66 50% 0.3
Rosenthal Henry Capital Advisors
8184
Rosenthal Henry Capital Advisors
Indiana
$114M +$12.1M +12% 14.3% 80.2% 52 26.92% 3.6
JBGlobal.com
8185
JBGlobal.com
New York
$114M +$12.8M +13% 6.4% – 33 21.21% 0.8
Premier Private Wealth Management
8186
Premier Private Wealth Management
Florida
$114M +$19.5M +21% 11.9% – 60 11.67% 0.4
Vavra Capital Management
8187
Vavra Capital Management
Pennsylvania
$114M +$11.4M +11% 11% – 24 8.33% 0.5
Explore Capital Management
8188
Explore Capital Management
Delaware
$114M +$7.27M +7% 30.5% – 12 16.67% 0.7
TSG Consumer Partners
8189
TSG Consumer Partners
California
$114M -$1.51M -1% 41.7% 70.1% 1 0% 4.5
Fremen Capital Management
8190
Fremen Capital Management
Connecticut
$114M -$2.86M -2% 39.7% – 20 45% 0.4
Redwood Family Wealth
8191
Redwood Family Wealth
Texas
$114M +$11.6M +11% 10.4% – 118 20.34% 0.4
Shepherd Street Advisors
8192
Shepherd Street Advisors
California
$114M +$12.5M +12% 17.8% – 90 8.89% 0.5
Lane Generational
8193
Lane Generational
Massachusetts
$114M -$11.7M -9% 20.5% 148% 48 29.17% 1.9
SFO
8194
Standard Family Office
South Dakota
$114M +$17M +18% 14.3% 67.6% 31 0% 2.2
Royal Palms Capital
8195
Royal Palms Capital
Montana
$114M +$12.8M +13% 12.7% – 57 12.28% 0.4
Surience Private Wealth
8196
Surience Private Wealth
Washington
$114M +$20.5M +22% 12.7% 169% 57 50.88% 0.4
River's Edge Wealth Management
8197
River's Edge Wealth Management
Pennsylvania
$114M +$7.11M +7% 11.4% – 46 4.35% 0.5
IFC & Insurance Marketing
8198
IFC & Insurance Marketing
California
$114M +$17.8M +19% 13% – 83 19.28% 0.4
Michael Brady & Co
8199
Michael Brady & Co
Ohio
$113M +$13.8M +14% 13.4% – 58 6.9% 0.5
Ally Bridge Group
8200
Ally Bridge Group
New York
$113M -$10.7M -9% 16% 844% 39 66.67% 0.4