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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)
BC
8276
Bayforest Capital
United Kingdom
$108M +$18.9M +21% 20.5% – 1,251 56.43% 0.4
Schuylkill Financial
8277
Schuylkill Financial
Pennsylvania
$108M – – 11.6% – 66 – 0
Yorktown Energy Partners XI
8278
Yorktown Energy Partners XI
New York
$108M -$33.4M -24% 12.3% 105% 4 0% 4.5
YF
8279
Yu Fan
$108M +$10.9M +11% 21.6% 42.7% 8 0% 0.9
Walsky Investment Management
8280
Walsky Investment Management
Pennsylvania
$108M +$9.7M +10% 13.2% – 54 11.11% 0.5
Aspirean Wealth
8281
Aspirean Wealth
California
$108M +$15.5M +17% 10.2% – 20 10% 0.5
Retireful LLC
8282
Retireful LLC
Michigan
$107M +$36.5M +51% 76.8% 437% 121 63.64% 0.4
MPEM
8283
Marathon Partners Equity Management
New York
$107M +$18.9M +21% 31.7% – 21 38.1% 2
Gainline Financial Partners
8284
Gainline Financial Partners
Colorado
$107M – – 11.8% – 56 – 0
Burkett Asset Management
8285
Burkett Asset Management
$107M +$5.53M +5% 14.1% – 66 18.18% 0.4
Fullerton Advisors
8286
Fullerton Advisors
California
$107M +$10.4M +11% 12.2% – 56 8.93% 0.5
Intentional Wealth Strategies
8287
Intentional Wealth Strategies
Colorado
$107M -$727K -0.7% 17.3% – 945 93.12% 0.2
Oregon Pacific Wealth Management
8288
Oregon Pacific Wealth Management
Oregon
$107M +$10.7M +11% 11.5% – 122 19.67% 0.9
American Wealth Advisors
8289
American Wealth Advisors
Georgia
$107M +$10.6M +11% 12.3% – 42 2.38% 0.7
Ebert Capital Management
8290
Ebert Capital Management
California
$107M +$8.65M +9% 12.8% – 29 13.79% 0.4
CFG Wealth Management Services
8291
CFG Wealth Management Services
Indiana
$107M -$3.63M -3% 6.04% – 152 47.37% 0.5
October Effect
8292
October Effect
Virginia
$106M +$19.5M +22% 64.6% – 76 31.58% 0.7
Plus Group Wealth Advisors
8293
Plus Group Wealth Advisors
Wisconsin
$106M +$15.4M +17% 12% – 48 14.58% 0.4
Wallace Advisory Group
8294
Wallace Advisory Group
California
$106M +$12.7M +14% 9.69% 50.9% 146 23.97% 2.1
CF
8295
Calder Financial
Pennsylvania
$106M +$5.41M +5% 12.2% – 45 15.56% 0.4
Expressive Wealth
8296
Expressive Wealth
Illinois
$106M +$984K +0.9% 17.1% – 147 21.09% 0.4
Regatta Research & Money Management
8297
Regatta Research & Money Management
Louisiana
$106M – – 14.7% – 495 – 0
Elevated Private Wealth
8298
Elevated Private Wealth
Wisconsin
$106M – – 28.8% – 76 – 0.5
OneAscent Investment Solutions
8299
OneAscent Investment Solutions
Alabama
$106M +$5.65M +6% 17.5% – 178 47.19% 0.7
Hyposwiss Advisors
8300
Hyposwiss Advisors
$106M +$4.39M +4% 14.4% – 114 10.53% 0.5