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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)
SPWM Advisors
8276
SPWM Advisors
Michigan
$108M -$6.94M -6% 10.2% – 98 13.27% 0.4
Michelson Medical Research Foundation
8277
Michelson Medical Research Foundation
California
$108M +$9.7M +10% 12.8% 52.2% 23 17.39% 2.1
BC
8278
Bayforest Capital
United Kingdom
$108M +$18.9M +21% 20.5% – 1,251 56.43% 0.4
Schuylkill Financial
8279
Schuylkill Financial
Pennsylvania
$108M – – 11.6% – 66 – 0
Yorktown Energy Partners XI
8280
Yorktown Energy Partners XI
New York
$108M -$33.4M -24% 12.3% 105% 4 0% 4.5
YF
8281
Yu Fan
$108M +$10.9M +11% 21.6% 42.7% 8 0% 0.9
Walsky Investment Management
8282
Walsky Investment Management
Pennsylvania
$108M +$9.7M +10% 13.2% – 54 11.11% 0.5
Aspirean Wealth
8283
Aspirean Wealth
California
$108M +$15.5M +17% 10.2% – 20 10% 0.5
Retireful LLC
8284
Retireful LLC
Michigan
$107M +$36.5M +51% 76.8% 437% 121 63.64% 0.4
MPEM
8285
Marathon Partners Equity Management
New York
$107M +$18.9M +21% 31.7% – 21 38.1% 2
Gainline Financial Partners
8286
Gainline Financial Partners
Colorado
$107M – – 11.8% – 56 – 0
Burkett Asset Management
8287
Burkett Asset Management
$107M +$5.53M +5% 14.1% – 66 18.18% 0.4
Fullerton Advisors
8288
Fullerton Advisors
California
$107M +$10.4M +11% 12.2% – 56 8.93% 0.5
Intentional Wealth Strategies
8289
Intentional Wealth Strategies
Colorado
$107M -$727K -0.7% 17.3% – 945 93.12% 0.2
Oregon Pacific Wealth Management
8290
Oregon Pacific Wealth Management
Oregon
$107M +$10.7M +11% 11.5% – 122 19.67% 0.9
American Wealth Advisors
8291
American Wealth Advisors
Georgia
$107M +$10.6M +11% 12.3% – 42 2.38% 0.7
Ebert Capital Management
8292
Ebert Capital Management
California
$107M +$8.65M +9% 12.8% – 29 13.79% 0.4
CFG Wealth Management Services
8293
CFG Wealth Management Services
Indiana
$107M -$3.63M -3% 6.04% – 152 47.37% 0.5
October Effect
8294
October Effect
Virginia
$106M +$19.5M +22% 64.6% – 76 31.58% 0.7
Plus Group Wealth Advisors
8295
Plus Group Wealth Advisors
Wisconsin
$106M +$15.4M +17% 12% – 48 14.58% 0.4
Wallace Advisory Group
8296
Wallace Advisory Group
California
$106M +$12.7M +14% 9.69% 50.9% 146 23.97% 2.1
CF
8297
Calder Financial
Pennsylvania
$106M +$5.41M +5% 12.2% – 45 15.56% 0.4
Expressive Wealth
8298
Expressive Wealth
Illinois
$106M +$984K +0.9% 17.1% – 147 21.09% 0.4
Regatta Research & Money Management
8299
Regatta Research & Money Management
Louisiana
$106M – – 14.7% – 495 – 0
Elevated Private Wealth
8300
Elevated Private Wealth
Wisconsin
$106M – – 28.8% – 76 – 0.5