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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)
Tradewinds Capital Management
3276
Tradewinds Capital Management
Washington
$122M -$409K -0.3% 4.29% 85.2% 674 13.95% 0.2
LWM
3277
LBA Wealth Management
Florida
$122M +$613K +0.5% 1.74% 19.2% 278 13.31% 0.2
HughesLittle Investment Management
3278
HughesLittle Investment Management
$122M +$7.01M +6% 2.51% 106% 17 11.76% 0.2
Peloton Wealth Strategists
3279
Peloton Wealth Strategists
Indiana
$122M -$1.85M -1% 1.09% 51.3% 86 20.93% 0.6
Quantitative Systematic Strategies
3280
Quantitative Systematic Strategies
Florida
$122M -$1.79M -1% 4.04% 133% 398 81.91% 0.1
Selkirk Management
3281
Selkirk Management
New Jersey
$122M -$11.1M -8% 5.14% 245% 20 15% 0.7
CCM
3282
CWH Capital Management
Washington
$121M +$4.8M +4% 2.68% 29.9% 49 16.33% 0.2
Graybill Wealth Management
3283
Graybill Wealth Management
Illinois
$121M +$7.03M +6% 3.61% – 50 2% 0.7
Boyle Capital Management
3284
Boyle Capital Management
Iowa
$121M +$2.56M +2% 5.73% 19.5% 25 8% 0.7
WA
3285
Winfield Associates
Ohio
$121M -$663K -0.5% 0.68% 77.8% 321 19.63% 0.2
NewFocus Financial Group
3286
NewFocus Financial Group
Washington
$121M +$2.37M +2% 1.52% 55.4% 40 7.5% 0.2
Kavar Capital Partners Group
3287
Kavar Capital Partners Group
Kansas
$121M +$9.2M +8% 1.31% 77.2% 617 19.29% 0.2
EP
3288
Emrys Partners
New York
$121M -$30.7M -20% 2.49% – 43 60.47% 0.2
KCM
3289
KeyPoint Capital Management
Texas
$121M -$15.8M -12% 5.49% – 35 80% 0.1
ACM
3290
Altalis Capital Management
New York
$121M -$4.77M -4% 1.71% 3.82% 23 21.74% 0.2
Polaris Venture Management Co V
3291
Polaris Venture Management Co V
Massachusetts
$120M – – 32.3% 281% 6 – 0
Orca Investment Management
3292
Orca Investment Management
Oregon
$120M -$2.65M -2% 8.45% 122% 92 13.04% 0.2
Hudock Inc
3293
Hudock Inc
Pennsylvania
$120M +$2.34M +2% 1.42% 69.7% 626 14.38% 0.6
Sequoia Financial Advisors
3294
Sequoia Financial Advisors
Ohio
$120M -$756K -0.6% 2.53% 78.3% 169 20.71% 0.2
Lubar & Co
3295
Lubar & Co
Wisconsin
$120M -$8.74M -7% 0.31% – 39 2.56% 0.7
Archford Capital Strategies
3296
Archford Capital Strategies
Illinois
$120M – – 1.04% 87.4% 877 – 0
Oppenheimer & Close
3297
Oppenheimer & Close
New York
$120M +$3.99M +3% 3.77% 149% 53 5.66% 0.7
Avior Wealth Management
3298
Avior Wealth Management
Nebraska
$120M +$14.3M +14% 2.46% 71.4% 350 82.29% 0
Roaring Blue Lion Capital Management
3299
Roaring Blue Lion Capital Management
Texas
$120M -$43.9M -27% 0.2% – 69 44.93% 0.4
Focused Wealth Management
3300
Focused Wealth Management
New York
$120M +$110K +0.1% 2.05% 73.9% 697 7.89% 0.5