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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)
1015 Capital Partners
8251
1015 Capital Partners
Pennsylvania
$102M – – 2.22% – 630 – 0
Provident Living Financial Services
8252
Provident Living Financial Services
Utah
$102M – – 2.49% – 49 – 0
Trailhead Planners
8253
Trailhead Planners
Minnesota
$102M – – 3.25% – 51 – 0
Vavra Capital Management
8254
Vavra Capital Management
Pennsylvania
$102M – – 2.17% – 23 – 0
Liberty Atlantic Advisors
8255
Liberty Atlantic Advisors
Texas
$102M – – 1.98% – 78 – 0
Redwood Family Wealth
8256
Redwood Family Wealth
Texas
$102M – – 4.45% – 107 – 0
Fortune Financial Group
8257
Fortune Financial Group
Florida
$102M – – 1.38% – 96 – 0
QGA
8258
Q Global Advisors
Texas
$102M +$38M +60% 8.79% 79% 51 23.53% 1.6
Timmons Wealth Management
8259
Timmons Wealth Management
Massachusetts
$102M – – 2.24% – 74 – 0
Forteris Wealth Management
8260
Forteris Wealth Management
New York
$102M – – 3.97% – 67 – 0
MS
8261
Monetary Solutions
Ohio
$102M – – 2.08% – 315 – 0
BankChampaign National Association
8262
BankChampaign National Association
Illinois
$101M – – 4.85% – 179 – 0
Walsh & Associates
8263
Walsh & Associates
Florida
$101M – – 2% – 235 – 0
WWMP
8264
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$101M – – 2.72% – 114 – 0
Oath Planning
8265
Oath Planning
Oklahoma
$101M – – 2.6% – 68 – 0
ASCM
8266
Adkins Seale Capital Management
Louisiana
$101M – – 3.16% – 226 – 0
KCM
8267
Kalehua Capital Management
Texas
$101M – – 26.8% – 19 – 0
Tepp RIA
8268
Tepp RIA
New Jersey
$101M +$12.9M +15% 4.64% – 41 19.51% 0.6
Point Nemo Capital
8269
Point Nemo Capital
Texas
$101M – – 7.53% – 101 – 0
Key Capital Management
8270
Key Capital Management
Tennessee
$101M – – 0.91% – 535 – 0
Measured Risk Portfolios
8271
Measured Risk Portfolios
California
$101M -$6.47M -6% 2.55% – 68 10.29% 0.9
Platt Wealth Management
8272
Platt Wealth Management
California
$101M – – 4.83% – 44 – 0
VIS
8273
Vertex Investment Solutions
$101M – – 0.41% – 22 – 0
Silversmith Partners I GP
8274
Silversmith Partners I GP
Massachusetts
$101M – – 28% – 1 – 0
IFC & Insurance Marketing
8275
IFC & Insurance Marketing
California
$101M – – 1.06% – 759 – 0