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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)
PH
2726
Pinnacle Holdings
Oklahoma
$271M +$13.5M +5% 2.44% 79.6% 226 12.39% 2.5
FCG Advisors
2727
FCG Advisors
New Jersey
$270M -$28.6M -10% 4.5% 19.7% 149 20.81% 2.3
IBEX Wealth Advisors
2728
IBEX Wealth Advisors
New Jersey
$270M +$15.8M +6% 6.41% 221% 151 19.21% 0.5
CIM
2729
Castleton Investment Management
Connecticut
$270M -$17.4M -6% 1.54% 15.1% 78 48.72% 0.5
D'Orazio & Associates
2730
D'Orazio & Associates
Virginia
$270M +$12.4M +5% 4.91% 61.2% 356 24.72% 2.3
PWW
2731
Pettyjohn Wood & White
Virginia
$270M -$65K -0% 3.41% 70.9% 142 2.11% 3
Abbrea Capital
2732
Abbrea Capital
California
$269M +$18.2M +7% 3.79% 38% 153 7.19% 0.7
KWMG
2733
King Wealth Management Group
Florida
$269M +$17.2M +7% 4.25% 86% 131 6.87% 2.6
Gagnon Securities
2734
Gagnon Securities
New York
$269M -$91.5M -25% 20.4% 129% 98 12.24% 2.3
Lafayette Investments
2735
Lafayette Investments
Maryland
$269M -$862K -0.3% 2.71% 77.9% 77 10.39% 3.2
Probity Advisors
2736
Probity Advisors
Texas
$269M +$3.88M +1% 3.96% 55.8% 145 6.9% 1.1
Stratford Consulting
2737
Stratford Consulting
Texas
$269M +$33M +14% 3.63% 8.23% 55 16.36% 3
GIIO
2738
Gen IV Investment Opportunities
New York
$269M -$14.8M -5% 1.86% – 17 23.53% 0.5
Jafra Capital Management
2739
Jafra Capital Management
New York
$269M -$1.45M -0.5% 13.7% – 103 60.19% 0.2
Strategic Point Investment Advisors
2740
Strategic Point Investment Advisors
Rhode Island
$268M +$11.9M +5% 4.09% 51.9% 19 0% 1.8
JHL Capital Group
2741
JHL Capital Group
Illinois
$268M -$234M -47% 1.67% – 17 47.06% 0.8
Monarch Capital Management
2742
Monarch Capital Management
Indiana
$268M +$4.05M +2% 3.56% 77% 96 6.25% 3.6
Callan Capital
2743
Callan Capital
California
$268M +$3.68M +1% 3.9% 20.1% 53 9.43% 2.3
ECM
2744
EII Capital Management
New York
$267M -$29.1M -10% 0.94% 46.9% 182 52.2% 1.2
Ritholtz Wealth Management
2745
Ritholtz Wealth Management
New York
$267M +$29.1M +12% 3.44% 93% 84 25% 0.6
AMG
2746
Asset Management Group
Connecticut
$267M +$8.05M +3% 2.61% 57% 106 1.89% 3.4
WCM
2747
Woodson Capital Management
Connecticut
$267M +$92M +53% 5.54% 235% 42 47.62% 0.3
Archford Capital Strategies
2748
Archford Capital Strategies
Illinois
$267M +$13.5M +5% 4.13% 87.4% 206 16.02% 2.4
High Falls Advisors
2749
High Falls Advisors
New York
$267M +$11M +4% 2.5% 56.9% 96 20.83% 1.2
Noesis Capital Mangement
2750
Noesis Capital Mangement
Florida
$266M +$5.46M +2% 2.59% 128% 106 9.43% 2.9