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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)
Insight Advisors
2951
Insight Advisors
Pennsylvania
$575M -$17.6M -3% 2.4% 74% 305 11.8% 3
Fourpath Capital Management
2952
Fourpath Capital Management
Oklahoma
$575M +$34.8M +6% 4.36% 82.1% 243 13.99% 1.4
Optas LLC
2953
Optas LLC
Texas
$575M +$111M +24% 3.22% 118% 342 26.32% 2.2
KFS
2954
Kurt F. Somerville
$574M -$21.1M -4% 1.46% 92.9% 113 18.58% 6.5
Faithward Advisors
2955
Faithward Advisors
Pennsylvania
$574M -$13M -2% 0.99% 119% 271 10.33% 2.1
Rollins Financial Advisors
2956
Rollins Financial Advisors
New York
$574M -$66.2M -10% 8.35% – 146 17.81% 1
Capital Insight Partners
2957
Capital Insight Partners
Arizona
$573M -$5.39M -0.9% 0.49% 51.7% 167 11.98% 3.6
Ophir Asset Management
2958
Ophir Asset Management
Australia
$573M -$99.1M -15% 5.84% 282% 39 43.59% 0.7
Intellus Advisors
2959
Intellus Advisors
Florida
$572M -$5.42M -0.9% 1.36% – 132 19.7% 0.2
Sloy Dahl & Holst
2960
Sloy Dahl & Holst
Washington
$572M -$217M -27% 24.8% 132% 115 10.43% 2.4
Hudock Inc
2961
Hudock Inc
Pennsylvania
$572M -$719K -0.1% 1.39% 69.7% 183 7.65% 6.4
Baron Silver Stevens Financial Advisors
2962
Baron Silver Stevens Financial Advisors
Florida
$572M -$17.7M -3% 1.86% 52.1% 132 9.85% 2.4
Abacus Planning Group
2963
Abacus Planning Group
South Carolina
$571M +$2.26M +0.4% 1.4% 67.8% 247 13.77% 3.8
Mirador Capital Partners
2964
Mirador Capital Partners
California
$571M +$19.1M +3% 2.1% 120% 213 15.49% 3.8
North Point Portfolio Managers
2965
North Point Portfolio Managers
Ohio
$570M -$4.43M -0.8% 0.37% 72.8% 78 20.51% 4.8
Arlington Financial Advisors
2966
Arlington Financial Advisors
California
$569M +$66M +13% 0.79% 67.6% 115 26.09% 2.7
American Investment Services
2967
American Investment Services
Massachusetts
$568M +$3.15M +0.6% 1.35% 63.1% 162 6.17% 5.5
Human Investing
2968
Human Investing
Oregon
$568M +$4.02M +0.7% 1.16% 56.9% 330 72.73% 3.6
Marquette Asset Management
2969
Marquette Asset Management
Minnesota
$567M -$45.3M -7% 2.46% 69.6% 209 38.76% 3.7
Advisory Research
2970
Advisory Research
Illinois
$567M -$34.4M -6% 3.24% 144% 156 7.69% 3.6
CFM Wealth Partners
2971
CFM Wealth Partners
Texas
$567M -$25.8M -4% 3.46% 175% 144 6.94% 3.8
Capital Advisors Wealth Management
2972
Capital Advisors Wealth Management
Washington
$566M +$4.36M +0.8% 1.71% 70.5% 188 11.7% 2.1
JT Stratford LLC
2973
JT Stratford LLC
Georgia
$566M -$42.7M -7% 1.78% 103% 338 32.25% 2.7
Montecito Bank & Trust
2974
Montecito Bank & Trust
California
$565M -$12.4M -2% 1.4% – 283 3.89% 5.6
PAX Financial Group
2975
PAX Financial Group
Texas
$564M +$5.44M +1% 1.3% 56% 262 19.47% 2.5