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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)
Hartford Financial Management
3326
Hartford Financial Management
Connecticut
$488M -$1.07M -0.2% 0.91% 87.9% 397 9.32% 6
Aristides Capital
3327
Aristides Capital
Kentucky
$488M +$166M +52% 11.4% 126% 365 51.78% 1
CTAF
3328
Call To Action Foundation
Utah
$488M +$13.1M +3% 2.11% – 1 0% 1
Pasadena Private Wealth
3329
Pasadena Private Wealth
California
$488M +$18M +4% 1.48% 53% 169 21.89% 2.2
Opes Wealth Management
3330
Opes Wealth Management
California
$488M -$32.4M -6% 0.35% 54.1% 146 10.27% 3.1
Tolleson Wealth Management
3331
Tolleson Wealth Management
Texas
$488M -$37.1M -7% 1.4% 56.2% 107 27.1% 3
Round Rock Advisors
3332
Round Rock Advisors
Connecticut
$488M +$59.7M +14% 0.99% 87.4% 226 23.01% 1.9
Portfolio Design Labs
3333
Portfolio Design Labs
California
$487M +$129M +36% 2.48% 115% 197 32.99% 0.5
Arrowpoint Investment Partners
3334
Arrowpoint Investment Partners
Singapore
$487M – – 13.5% – 737 – 0
Cannell Capital
3335
Cannell Capital
Wyoming
$487M +$1.17M +0.2% 12.5% 127% 60 31.67% 2.2
Summit Wealth Partners
3336
Summit Wealth Partners
Florida
$487M -$32.4M -6% 1.27% 44.9% 243 20.99% 3.1
TS Financial Group (TSFG)
3337
TS Financial Group (TSFG)
Illinois
$487M +$28.9M +6% 1.58% 81% 846 10.28% 4.1
Goehring & Rozencwajg Associates
3338
Goehring & Rozencwajg Associates
New York
$487M -$3.83M -0.8% 3.89% 148% 46 8.7% 1.8
Hughes Financial Services
3339
Hughes Financial Services
Virginia
$487M – – 2.06% – 65 – 0
Engaged Capital
3340
Engaged Capital
California
$486M -$130M -21% 2.16% 26.2% 10 30% 2.3
SPC
3341
Stony Point Capital
New York
$486M +$67.6M +16% 9.49% 208% 40 10% 1.1
Everhart Financial Group
3342
Everhart Financial Group
Ohio
$486M +$34.5M +8% 4.44% 123% 333 12.31% 1.9
Aire Advisors
3343
Aire Advisors
California
$486M +$33.8M +7% 2.93% 77.4% 170 12.94% 2
Liquid Strategies
3344
Liquid Strategies
Georgia
$486M +$67.7M +16% 0.02% 46.8% 16 31.25% 2.2
Warwick Investment Management
3345
Warwick Investment Management
Texas
$485M +$63.4M +15% 0.46% 69.9% 111 27.93% 1.3
Global Wealth Management Investment Advisory
3346
Global Wealth Management Investment Advisory
Florida
$485M +$21.8M +5% 2.26% 67.5% 153 18.3% 4.2
Summit Securities Group
3347
Summit Securities Group
New York
$485M +$106M +28% 11.3% 136% 980 80.51% 0.4
Integrated Investment Consultants
3348
Integrated Investment Consultants
Michigan
$485M +$25.7M +6% 1.49% 70.2% 385 29.87% 3.3
Drexel Morgan & Co
3349
Drexel Morgan & Co
Pennsylvania
$485M -$53.3M -10% 4.63% 50.1% 57 7.02% 7.4
Montanaro Asset Management
3350
Montanaro Asset Management
United Kingdom
$484M -$76.7M -14% 3.66% 49.6% 50 12% 2.7