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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)
Corient IA
8276
Corient IA
Florida
$108M +$2.07M +2% 29.5% – 292 19.18% 0.9
Red Reef Advisors
8277
Red Reef Advisors
Florida
$108M +$12.9M +13% 26.6% – 194 13.4% 0.4
Barden Capital Management
8278
Barden Capital Management
Texas
$108M -$8.53M -7% 14.6% 80.1% 61 18.03% 3.1
Yanni & Associates Investment Advisors
8279
Yanni & Associates Investment Advisors
Pennsylvania
$108M +$11.9M +12% 13.6% – 34 0% 0.5
Unify Financial Advisors
8280
Unify Financial Advisors
Florida
$108M +$11.9M +12% 18.3% – 95 11.58% 0.5
SCCL
8281
Split Creek Capital LLC
Virginia
$108M +$13M +14% 18.6% – 146 23.29% 0.4
SPWM Advisors
8282
SPWM Advisors
Michigan
$108M -$6.94M -6% 10.2% – 98 13.27% 0.4
Michelson Medical Research Foundation
8283
Michelson Medical Research Foundation
California
$108M +$9.7M +10% 12.8% 52.2% 23 17.39% 2.1
BC
8284
Bayforest Capital
United Kingdom
$108M +$18.9M +21% 20.5% – 1,251 56.43% 0.4
Schuylkill Financial
8285
Schuylkill Financial
Pennsylvania
$108M – – 11.6% – 66 – 0
Yorktown Energy Partners XI
8286
Yorktown Energy Partners XI
New York
$108M -$33.4M -24% 12.3% 105% 4 0% 4.5
YF
8287
Yu Fan
$108M +$10.9M +11% 21.6% 42.7% 8 0% 0.9
Walsky Investment Management
8288
Walsky Investment Management
Pennsylvania
$108M +$9.7M +10% 13.2% – 54 11.11% 0.5
Aspirean Wealth
8289
Aspirean Wealth
California
$108M +$15.5M +17% 10.2% – 20 10% 0.5
Retireful LLC
8290
Retireful LLC
Michigan
$107M +$36.5M +51% 76.8% 437% 121 63.64% 0.4
MPEM
8291
Marathon Partners Equity Management
New York
$107M +$18.9M +21% 31.7% – 21 38.1% 2
Gainline Financial Partners
8292
Gainline Financial Partners
Colorado
$107M – – 11.8% – 56 – 0
Burkett Asset Management
8293
Burkett Asset Management
$107M +$5.53M +5% 14.1% – 66 18.18% 0.4
Fullerton Advisors
8294
Fullerton Advisors
California
$107M +$10.4M +11% 12.2% – 56 8.93% 0.5
Intentional Wealth Strategies
8295
Intentional Wealth Strategies
Colorado
$107M -$727K -0.7% 17.3% – 945 93.12% 0.2
Oregon Pacific Wealth Management
8296
Oregon Pacific Wealth Management
Oregon
$107M +$10.7M +11% 11.5% – 122 19.67% 0.9
American Wealth Advisors
8297
American Wealth Advisors
Georgia
$107M +$10.6M +11% 12.3% – 42 2.38% 0.7
Ebert Capital Management
8298
Ebert Capital Management
California
$107M +$8.65M +9% 12.8% – 29 13.79% 0.4
CFG Wealth Management Services
8299
CFG Wealth Management Services
Indiana
$107M -$3.63M -3% 6.04% – 152 47.37% 0.5
October Effect
8300
October Effect
Virginia
$106M +$19.5M +22% 64.6% – 76 31.58% 0.7