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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)
JSF Financial
4051
JSF Financial
California
$258M -$24.5M -9% 4.42% 91% 119 26.89% 2.3
Old Mission Investment Co
4052
Old Mission Investment Co
Michigan
$257M -$12.4M -5% 4.17% 82% 117 8.55% 2.9
Verde Capital Management
4053
Verde Capital Management
Michigan
$257M -$6.36M -2% 4.18% 80.3% 44 6.82% 2.5
Hook Mill Capital Partners
4054
Hook Mill Capital Partners
New York
$257M +$89.4M +53% 2.2% 149% 49 34.69% 0.4
Lifeworks Advisors
4055
Lifeworks Advisors
Michigan
$257M +$22.2M +9% 3.22% 80.4% 193 24.87% 1
Holderness Investments Company
4056
Holderness Investments Company
North Carolina
$257M -$13.7M -5% 2.18% 144% 201 5.47% 5.4
Verde Servicos Internacionais
4057
Verde Servicos Internacionais
Brazil
$257M -$144M -36% 2.15% 130% 35 42.86% 0.6
Northern Right Capital Management
4058
Northern Right Capital Management
Connecticut
$257M +$8.67M +3% 0.14% 187% 32 34.38% 1.6
Collective Family Office
4059
Collective Family Office
Pennsylvania
$257M +$799K +0.3% 2.33% 52.5% 185 15.14% 1.8
Walter & Keenan Wealth Management
4060
Walter & Keenan Wealth Management
Indiana
$257M -$15.6M -6% 1.88% 92% 147 7.48% 4.2
D.B. Root & Company
4061
D.B. Root & Company
Pennsylvania
$257M -$7.83M -3% 3.83% 57.3% 175 8% 3.6
Stewardship Advisors
4062
Stewardship Advisors
Pennsylvania
$256M -$9.9M -4% 3.33% 46.1% 46 13.04% 2
Rothschild Capital Partners
4063
Rothschild Capital Partners
New York
$256M -$15.8M -6% 3.42% 90.8% 29 10.34% 5.6
Cavalier Investments
4064
Cavalier Investments
Georgia
$256M -$19.1M -7% 2.57% 171% 101 14.85% 0.9
Aries Wealth Management
4065
Aries Wealth Management
Maine
$255M -$2.42M -0.9% 3.01% 87.7% 210 8.57% 1.4
MPS Loria Financial Planners
4066
MPS Loria Financial Planners
Illinois
$255M -$10.7M -4% 5.07% 80% 79 5.06% 4.4
Arista Wealth Management
4067
Arista Wealth Management
Nevada
$255M +$14.8M +6% 3.48% 67% 63 20.63% 0.7
Avalon Global Asset Management
4068
Avalon Global Asset Management
California
$255M -$15.4M -6% 0.92% 278% 36 36.11% 3.5
Clare Market Investments
4069
Clare Market Investments
Texas
$255M -$13M -5% 1.23% – 149 24.16% 2.1
EdenTree Asset Management
4070
EdenTree Asset Management
United Kingdom
$255M -$36.2M -12% 7.36% 50.2% 78 14.1% 0.2
Sovereign Investment Advisors
4071
Sovereign Investment Advisors
Arizona
$255M -$9.6M -4% 0.95% 43.7% 44 27.27% 2.6
Sicart Associates
4072
Sicart Associates
New York
$255M -$2.48M -1% 1.7% 113% 70 5.71% 3.7
MSH Capital Advisors
4073
MSH Capital Advisors
Arizona
$255M -$17.9M -7% 3.35% 66.5% 223 8.07% 1.4
T
4074
TRUADVICE
Florida
$255M -$17.1M -6% 2.71% 21.6% 296 34.46% 1.3
Builder Investment Group
4075
Builder Investment Group
Georgia
$255M -$1.26M -0.5% 0.43% 169% 99 10.1% 0.7