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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)
Archer Investment Corporation
4251
Archer Investment Corporation
Indiana
$114M – – 11.3% 68.2% 491 – 0
WealthOne
4252
WealthOne
New York
$114M – – 9.69% 23.4% 606 – 0
Next Capital Management
4253
Next Capital Management
New York
$114M – – 12% 61.3% 234 – 0
LFWA
4254
LBJ Family Wealth Advisors
Texas
$114M -$16.4M -13% 14.4% 64.9% 19 10.53% 3.6
Mirsky Financial Management
4255
Mirsky Financial Management
New York
$114M – – 9.32% 39.3% 30 – 0
FrontFour Capital Group
4256
FrontFour Capital Group
Connecticut
$114M -$201M -64% 26.8% 8.55% 29 41.38% 1.4
Stonepine Capital Management
4257
Stonepine Capital Management
Oregon
$114M -$57.2M -33% 19.3% 231% 33 39.39% 1.1
Tiller Private Wealth
4258
Tiller Private Wealth
Pennsylvania
$114M -$29.4M -21% 13.5% 60.2% 46 34.78% 2.2
AIA
4259
Arcadia Investment Advisors
Idaho
$114M -$14.8M -12% 14% 56.4% 70 15.71% 0.8
Arbor Wealth Management (Florida)
4260
Arbor Wealth Management (Florida)
Florida
$114M -$13.4M -11% 11.4% 101% 210 80% 0.4
ICM Asset Management
4261
ICM Asset Management
Washington
$114M -$29.4M -21% 18.6% 58.9% 55 29.09% 2
Centric Wealth Management
4262
Centric Wealth Management
Illinois
$114M – – 10.1% 44.4% 111 – 0
Taylor Frigon Capital Management
4263
Taylor Frigon Capital Management
Arizona
$114M -$18.1M -14% 15.9% 152% 85 8.24% 2.6
S. Muoio & Co
4264
S. Muoio & Co
New York
$114M -$113M -50% 7.12% 327% 115 54.78% 1.9
Abbot Financial Management
4265
Abbot Financial Management
Massachusetts
$114M -$20.8M -16% 11.3% 102% 119 14.29% 1.3
SST
4266
S Squared Technology
New York
$113M -$13.9M -11% 8.74% 223% 46 26.09% 1.8
Peter Svennilson
4267
Peter Svennilson
$113M – – 15.5% – 4 – 0
Princeton Global Asset Management
4268
Princeton Global Asset Management
New Jersey
$113M – – 13.5% 110% 206 – 0
Omega Financial Group
4269
Omega Financial Group
California
$113M – – 9.21% 47% 57 – 0
Madrona Financial Services
4270
Madrona Financial Services
Washington
$113M -$18.4M -14% 13.5% 85.1% 45 13.33% 2.4
One Day In July LLC
4271
One Day In July LLC
Vermont
$113M – – 6.92% 48.2% 31 – 0
Water Oak Advisors
4272
Water Oak Advisors
Florida
$113M -$12.8M -10% 14.3% 12.9% 17 0% 3
Bernardo Wealth Planning
4273
Bernardo Wealth Planning
Pennsylvania
$113M – – 13.1% 56.9% 131 – 0
SL
4274
SOF Ltd
Cayman Islands
$113M -$20.1M -15% 15.1% 42.3% 1 0% 2
American Trust Investment Advisors
4275
American Trust Investment Advisors
New Hampshire
$113M -$15.5M -12% 15% 91% 83 22.89% 2.2