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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)
American Economic Planning Group
2801
American Economic Planning Group
New Jersey
$254M +$5.24M +2% 2.44% 25.9% 81 12.35% 1.7
Elizabeth Park Capital Advisors
2802
Elizabeth Park Capital Advisors
Ohio
$254M +$12.5M +5% 2.13% 119% 52 26.92% 1.5
Northeast Financial Consultants
2803
Northeast Financial Consultants
Connecticut
$254M +$14.3M +6% 2.18% 63.8% 152 8.55% 2.3
White Pine Capital
2804
White Pine Capital
Minnesota
$254M +$7.56M +3% 3.75% 143% 227 9.69% 2.8
IFS
2805
Ifrah Financial Services
Arkansas
$253M +$4.1M +2% 2.22% 64.1% 204 18.63% 2.3
IA
2806
IPL Advisers
New York
$253M +$20.9M +9% 13.6% – 20 35% 0.4
Buffington Mohr McNeal
2807
Buffington Mohr McNeal
Idaho
$253M +$25.8M +11% 3.54% 29.3% 139 25.18% 1.4
LA
2808
Lynch & Associates
Indiana
$253M +$7.93M +3% 1.54% 73.5% 103 2.91% 3.4
Archford Capital Strategies
2809
Archford Capital Strategies
Illinois
$253M -$12.1M -5% 2.55% 87.4% 755 75.36% 2.3
Gargoyle Investment Advisor
2810
Gargoyle Investment Advisor
New Jersey
$253M -$6.14M -2% 1.72% 34.5% 206 25.24% 1.1
SCM
2811
Springhouse Capital Management
Connecticut
$253M +$15.7M +7% 0.44% 52% 22 31.82% 1
Hawk Ridge Capital Management
2812
Hawk Ridge Capital Management
California
$253M +$30.4M +14% 7.04% 84.9% 66 56.06% 0.5
Summit Financial Wealth Advisors
2813
Summit Financial Wealth Advisors
Louisiana
$253M +$23.9M +10% 2.14% 71.4% 152 12.5% 1.6
HA
2814
Harbor Advisors
Florida
$253M +$17.9M +8% 5.44% 125% 149 10.74% 0.4
CRB
2815
Chad R. Baker
$253M +$6.68M +3% 3.38% 123% 59 0% 1.3
American Investment Services
2816
American Investment Services
Massachusetts
$252M +$6.32M +3% 0.59% 63.1% 115 11.3% 2.4
CMG
2817
Cavalry Management Group
California
$252M +$6.91M +3% 5.79% 59.6% 33 45.45% 0.5
Van Hulzen Asset Management
2818
Van Hulzen Asset Management
California
$252M +$33.7M +15% 1.95% 86.3% 155 28.39% 1.3
Genovese Burford & Brothers Wealth & Retirement Plan Management
2819
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$252M +$5.67M +2% 2.48% 28% 448 11.83% 1.2
Tandem Investment Advisors
2820
Tandem Investment Advisors
South Carolina
$252M +$26M +12% 1.94% 10.4% 60 11.67% 0.4
Pura Vida Investments
2821
Pura Vida Investments
New York
$252M -$86.3M -26% 11.7% 38.3% 113 70.8% 0.4
Willingdon Wealth Management
2822
Willingdon Wealth Management
North Carolina
$252M +$4.58M +2% 1.94% 15.3% 130 20% 1.5
KWMG
2823
King Wealth Management Group
Florida
$252M +$12.6M +5% 3.03% 86% 129 5.43% 2.3
Newfoundland Capital Management
2824
Newfoundland Capital Management
Brazil
$251M +$82M +48% 0.84% 49.5% 36 58.33% 0.2
IA
2825
Independence Advisors
Pennsylvania
$251M +$12.8M +5% 3.14% 24.4% 79 7.59% 0.8