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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)
CCC
3801
Chelsea Counsel Company
California
$166M -$20.7M -11% 3.31% 106% 76 11.84% 4.4
Denver PWM
3802
Denver PWM
Colorado
$166M +$9.18M +6% 0.39% 48.6% 225 70.22% 0.4
Twin Securities
3803
Twin Securities
New York
$166M -$111M -40% 2.19% 506% 15 46.67% 0.6
Oak Asset Management
3804
Oak Asset Management
California
$166M +$4.76M +3% 3.57% 91.8% 98 4.08% 1.4
Chanos & Company
3805
Chanos & Company
New York
$166M -$40.4M -20% 0.13% – 38 39.47% 1.2
Jackson Financial Management
3806
Jackson Financial Management
California
$166M +$12.2M +8% 1.09% – 40 27.5% 1.1
Frisch Financial Group
3807
Frisch Financial Group
New York
$166M +$16.1M +11% 1.4% 66.6% 111 21.62% 0.6
Summit Wealth & Retirement Planning
3808
Summit Wealth & Retirement Planning
California
$165M -$5.48M -3% 0.4% 67.6% 134 14.18% 0.7
Hedeker Wealth
3809
Hedeker Wealth
Illinois
$165M +$7.68M +5% 1.86% 161% 61 13.11% 3.2
Cribstone Capital Management
3810
Cribstone Capital Management
Maine
$165M -$18.2M -10% 1.49% 22.4% 657 16.59% 2.5
Archer Investment Corporation
3811
Archer Investment Corporation
Indiana
$165M +$8.33M +5% 1.78% 68.2% 588 22.79% 0.6
CRA Financial Services
3812
CRA Financial Services
New Jersey
$165M -$1.14M -0.7% 1.61% 91.9% 143 4.2% 0.7
CAN
3813
Claraphi Advisory Network
United States
$165M -$5.44M -3% 0.48% 88.3% 446 54.04% 0.6
RPg Family Wealth Advisory
3814
RPg Family Wealth Advisory
Massachusetts
$165M -$3.39M -2% 0.26% 117% 307 14.66% 1.6
Iron Gate Global Advisors
3815
Iron Gate Global Advisors
Utah
$165M +$14.7M +10% 0.46% 106% 81 24.69% 1.4
Qtron Investments
3816
Qtron Investments
Massachusetts
$165M +$3.86M +2% 1.82% 140% 289 36.33% 0.4
Arlington Capital Management
3817
Arlington Capital Management
Illinois
$165M -$15.4M -9% 4.23% 154% 65 44.62% 0.3
Affiance Financial
3818
Affiance Financial
Minnesota
$165M +$1.18M +0.7% 1.32% 57.8% 96 6.25% 3.3
Anderson Hoagland & Co
3819
Anderson Hoagland & Co
Missouri
$165M +$3.28M +2% 0.24% 104% 91 8.79% 3.7
Allred Capital Management
3820
Allred Capital Management
Texas
$165M -$10.9M -6% 1.88% 73.5% 184 14.67% 0.7
FC Advisory
3821
FC Advisory
Pennsylvania
$164M +$3.03M +2% 0.77% 46.6% 56 5.36% 2.9
Murphy Pohlad Asset Management
3822
Murphy Pohlad Asset Management
Minnesota
$164M -$3.43M -2% 2.51% 83% 94 3.19% 4.5
Chou Associates Management
3823
Chou Associates Management
Ontario, Canada
$164M -$50M -23% 8.18% 66.4% 24 8.33% 3.6
Cooper/Haims Advisors
3824
Cooper/Haims Advisors
New York
$164M +$2.88M +2% 0.21% 53.1% 54 12.96% 1.4
Evergreen Advisors
3825
Evergreen Advisors
Tennessee
$164M +$4.32M +3% 0.12% – 17 5.88% 0.6