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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)
FM
4301
Fondren Management
Texas
$111M -$19.2M -15% 1.07% 14.2% 106 59.43% 0.4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
4302
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$111M +$7.3M +7% 2.69% 80.8% 46 28.26% 1.3
Private Harbour Investment Management & Counsel
4303
Private Harbour Investment Management & Counsel
Ohio
$111M +$3.72M +3% 6.8% 82.6% 80 3.75% 3.8
Broadview Financial Management
4304
Broadview Financial Management
Wisconsin
$111M +$8.86M +9% 3.17% 52.4% 38 2.63% 0.7
Altman Advisors
4305
Altman Advisors
Illinois
$111M +$2.31M +2% 4.56% 127% 99 69.7% 0.3
Squar Milner Financial Services
4306
Squar Milner Financial Services
California
$111M -$2.36M -2% 6.22% – 910 21.21% 0.3
Empirical Capital Management
4307
Empirical Capital Management
Tennessee
$111M +$4.6M +4% 8.29% – 19 15.79% 2
Deane Retirement Strategies
4308
Deane Retirement Strategies
Louisiana
$111M +$5.58M +5% 7.08% 73.4% 67 19.4% 1.8
NEGWA
4309
New England Guild Wealth Advisors
Connecticut
$111M +$1.27M +1% 2.06% 6.04% 56 5.36% 0.7
Clearshares
4310
Clearshares
New York
$111M +$5.74M +5% 2.75% – 33 3.03% 0.7
Harbourvest Partners
4311
Harbourvest Partners
Massachusetts
$111M +$31.4M +40% 4.5% 8.96% 35 65.71% 0.7
Aevitas Wealth Management
4312
Aevitas Wealth Management
Massachusetts
$110M +$7.71M +8% 7.25% 36.4% 461 8.68% 0.7
Woodard & Company Asset Management Group
4313
Woodard & Company Asset Management Group
North Carolina
$110M +$7.23M +7% 6.84% 84.8% 274 24.82% 0.6
Beacon Wealthcare Inc
4314
Beacon Wealthcare Inc
North Carolina
$110M +$7.03M +7% 3.01% 31.6% 9 22.22% 0.6
Signia Capital Management
4315
Signia Capital Management
Washington
$110M -$3.18M -3% 1.85% 27% 29 20.69% 1.8
Smart Money Group
4316
Smart Money Group
Texas
$110M -$1.43M -1% 4.58% 58.9% 64 28.13% 0.5
CRA
4317
Circle Road Advisors
New York
$110M +$492K +0.4% 4.37% – 24 37.5% 0.4
Anavon Capital
4318
Anavon Capital
United Kingdom
$110M – – 4.45% – 11 – 0.8
Providence Wealth Advisors
4319
Providence Wealth Advisors
Illinois
$110M +$6.9M +7% 7.55% 112% 101 18.81% 0.4
Avalon Capital Management
4320
Avalon Capital Management
California
$109M +$8.82M +9% 5.45% 151% 61 45.9% 1.2
KSCM
4321
Kamunting Street Capital Management
Florida
$109M +$37.1M +51% 5.4% 7.47% 26 34.62% 0.8
Pinnacle Wealth Planning Services
4322
Pinnacle Wealth Planning Services
Ohio
$109M +$6.42M +6% 5.52% 82.1% 188 9.57% 0.6
Ballew Advisors
4323
Ballew Advisors
Mississippi
$109M +$20.4M +23% 0.55% 68% 537 44.32% 0.3
Raffles Associates
4324
Raffles Associates
New York
$109M -$6.1M -5% 1.57% 50% 61 42.62% 1.7
Independent Order of Foresters
4325
Independent Order of Foresters
Ontario, Canada
$109M +$38.7M +55% 5.29% 66.3% 28 21.43% 3.1