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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)
Burt Wealth Advisors
3601
Burt Wealth Advisors
Maryland
$288M -$45.6M -14% 10% 57.3% 104 17.31% 5.1
SA
3602
SoftVest Advisors
Texas
$288M +$14.3M +5% 15.8% 178% 8 50% 1.1
Wellspring Financial Advisors
3603
Wellspring Financial Advisors
Ohio
$287M -$52.2M -15% 13.9% 77.2% 146 40.41% 1.5
CH
3604
Canton Hathaway
Rhode Island
$287M -$70.4M -20% 17.4% 87.8% 267 21.35% 1.8
Fermata Advisors
3605
Fermata Advisors
California
$287M +$20M +8% 11.1% 58.3% 206 33.5% 0.8
Thrive Wealth Management
3606
Thrive Wealth Management
Pennsylvania
$287M -$51.4M -15% 14.2% 84.1% 167 17.96% 0.4
Lighthouse Investment Partners
3607
Lighthouse Investment Partners
Florida
$287M +$121M +73% 16.1% 96.2% 82 74.39% 0.1
NinePointTwo Capital
3608
NinePointTwo Capital
California
$286M -$83.2M -23% 11.3% 1.62% 284 52.82% 0.5
Bessemer Securities
3609
Bessemer Securities
New York
$286M -$56.8M -17% 15.3% 45% 132 9.85% 2.1
AIS
3610
AM Investment Strategies
Tennessee
$286M -$91.3M -24% 18.8% 121% 114 20.18% 1.4
CNA Financial
3611
CNA Financial
Illinois
$286M -$36.4M -11% 14.2% 48.6% 198 18.18% 1.7
Stokes Capital Advisors
3612
Stokes Capital Advisors
South Carolina
$286M -$57.1M -17% 10.1% 61.3% 89 10.11% 2.8
Cavalier Investments
3613
Cavalier Investments
Georgia
$286M -$96.6M -25% 15.8% 171% 105 12.38% 1.5
KS
3614
Karpas Strategies
Connecticut
$286M -$31.3M -10% 12.1% 16.1% 124 8.06% 6.4
AA
3615
Ashford Advisors
New York
$286M -$18.8M -6% 15.8% 66.5% 17 17.65% 1
Mason Street Advisors
3616
Mason Street Advisors
Wisconsin
$286M +$116M +68% 12.9% 32% 11 9.09% 4.2
Advisors Management Group
3617
Advisors Management Group
Wisconsin
$285M -$10.7M -4% 9.06% 125% 148 15.54% 3.3
ECM
3618
Endurant Capital Management
California
$285M -$94.6M -25% 5.51% 18.4% 82 62.2% 0.6
Rice Partnership
3619
Rice Partnership
Hawaii
$285M -$61.6M -18% 14.3% 123% 135 15.56% 2.6
Laffer Tengler Investments
3620
Laffer Tengler Investments
Tennessee
$285M -$47.1M -14% 10.3% 96.5% 440 16.14% 1.4
Mason & Associates (California)
3621
Mason & Associates (California)
California
$285M -$42.6M -13% 8.95% 68.5% 115 31.3% 0.4
Keystone Financial Planning
3622
Keystone Financial Planning
Ohio
$285M -$14.3M -5% 5.83% 46% 49 12.24% 5
Rollins Financial
3623
Rollins Financial
Georgia
$284M -$55.8M -16% 20.4% – 133 26.32% 1
CAN
3624
Claraphi Advisory Network
United States
$284M -$61.5M -18% 13.1% 88.3% 324 29.32% 1.9
Mount Capital
3625
Mount Capital
United Kingdom
$284M -$59.5M -17% 17.6% 34.4% 44 25% 0.4