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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)
Ironwood Financial
3301
Ironwood Financial
Arizona
$380M +$21.6M +6% 6.16% 54.1% 140 2.14% 4.8
Fulcrum Capital
3302
Fulcrum Capital
Washington
$380M +$8.78M +2% 10.6% 102% 120 5.83% 2.2
Aire Advisors
3303
Aire Advisors
California
$380M +$21.9M +6% 6.08% 77.4% 142 7.75% 1.2
Ipswich Investment Management
3304
Ipswich Investment Management
Massachusetts
$380M +$14.1M +4% 6.09% 104% 195 6.67% 4.8
Summit Asset Management
3305
Summit Asset Management
Tennessee
$379M +$16.1M +4% 4.67% 48.9% 156 4.49% 5.5
Hexagon Capital Partners
3306
Hexagon Capital Partners
Arkansas
$379M +$21.5M +6% 6.68% 104% 1,514 10.44% 1.8
Callan Family Office
3307
Callan Family Office
Pennsylvania
$379M -$32.8M -8% 5.61% 93.4% 161 36.65% 0.4
Brian C. Broderick
3308
Brian C. Broderick
$379M +$22.8M +6% 7.37% 98.6% 81 1.23% 6.3
Great Diamond Partners
3309
Great Diamond Partners
Maine
$379M +$33.4M +10% 6.61% 86.1% 232 14.22% 2.2
New Harbor Financial Group
3310
New Harbor Financial Group
Massachusetts
$379M +$82.4M +28% 1.91% 94.6% 50 28% 1.7
IAG Wealth Partners
3311
IAG Wealth Partners
Wisconsin
$378M +$18M +5% 4.5% 47.3% 491 16.29% 2.3
Contravisory Investment Management
3312
Contravisory Investment Management
Massachusetts
$378M +$24M +7% 7.05% 135% 388 41.75% 1.6
Peterson Wealth Advisors
3313
Peterson Wealth Advisors
Utah
$378M +$15.1M +4% 4.55% 50.9% 68 13.24% 3.1
The Family Firm
3314
The Family Firm
Maryland
$378M +$17.3M +5% 3.76% 40.2% 187 5.35% 4.8
CNBTD
3315
Citizens National Bank Trust Department
Mississippi
$378M +$18M +5% 6.28% 114% 323 4.64% 2
Blue Bell Private Wealth Management
3316
Blue Bell Private Wealth Management
Pennsylvania
$378M +$44.3M +13% 6.74% 62.5% 701 9.27% 2.2
Walkner Condon Financial Advisors
3317
Walkner Condon Financial Advisors
Wisconsin
$378M +$21M +6% 3.82% 56.8% 253 13.44% 1.5
Light Street Capital Management
3318
Light Street Capital Management
California
$377M -$32.6M -8% 24.5% 377% 29 48.28% 1
Beacon Capital Management LLC (Tennessee)
3319
Beacon Capital Management LLC (Tennessee)
Tennessee
$377M +$34.7M +10% 9.62% 83% 1,059 14.07% 1
Yakira Capital Management
3320
Yakira Capital Management
Connecticut
$377M -$17.2M -4% 4.26% 74.1% 443 32.05% 0.9
Laffer Tengler Investments
3321
Laffer Tengler Investments
Tennessee
$377M +$7.78M +2% 4.57% 96.5% 422 13.98% 1.9
Harber Asset Management
3322
Harber Asset Management
North Carolina
$377M +$6.7M +2% 2.91% 63.6% 40 20% 1.3
Fortis Group Advisors
3323
Fortis Group Advisors
New Jersey
$377M +$45.3M +14% 2.95% 91.2% 143 22.38% 1.7
Fourthstone LLC
3324
Fourthstone LLC
Missouri
$376M +$92.1M +32% 10.3% 104% 70 55.71% 0.8
Wealth Advisory Solutions
3325
Wealth Advisory Solutions
Indiana
$376M -$480K -0.1% 5.34% 60.5% 140 42.86% 2