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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)
Gibraltar Capital Management
4301
Gibraltar Capital Management
Oklahoma
$195M -$10.5M -5% 4.29% 56.6% 95 37.89% 2.5
USAdvisors Wealth Management
4302
USAdvisors Wealth Management
Minnesota
$195M -$4.2M -2% 5.39% 59.6% 119 12.61% 1.7
Advisors Preferred
4303
Advisors Preferred
Maryland
$195M -$189M -49% 2.47% 102% 199 56.78% 0.4
Marion Wealth Management
4304
Marion Wealth Management
Pennsylvania
$195M +$3.96M +2% 4.38% 51.7% 107 12.15% 0.6
Crane Advisory
4305
Crane Advisory
California
$195M – – 2.69% 38.2% 27 – 0
FP
4306
Fiduciary Planning
Florida
$195M -$7.34M -4% 4.73% 71.4% 39 2.56% 1.6
FCP
4307
Fosse Capital Partners
United Kingdom
$195M -$4.75M -2% 2.45% 80% 4 0% 1.8
White Mountains Insurance Group
4308
White Mountains Insurance Group
New Hampshire
$195M +$27.8M +17% 9.77% 105% 2 50% 0.9
Acima Private Wealth
4309
Acima Private Wealth
Virginia
$195M -$5.8M -3% 5.83% 51.1% 236 3.81% 3.2
Ibex Investors
4310
Ibex Investors
Colorado
$195M +$35.2M +22% 5.71% 16.6% 55 76.36% 0.4
JW Asset Management
4311
JW Asset Management
Florida
$194M +$6.26M +3% 0.38% 251% 11 18.18% 1.6
Neumann Capital Management
4312
Neumann Capital Management
California
$194M -$2.99M -2% 5.98% 89.9% 90 14.44% 5.8
BetterWealth
4313
BetterWealth
California
$194M -$8.27M -4% 5.15% 63.3% 38 7.89% 0.5
Cota Capital Management
4314
Cota Capital Management
California
$194M -$49.5M -20% 4.31% 46% 14 14.29% 1.9
UBP Investment Advisors
4315
UBP Investment Advisors
Switzerland
$194M -$56.2M -22% 4.24% 11.2% 105 24.76% 1.9
Investors Asset Management of Georgia
4316
Investors Asset Management of Georgia
Georgia
$194M +$1.33M +0.7% 4.08% 118% 679 8.39% 1.5
Lumbard & Kellner
4317
Lumbard & Kellner
New Hampshire
$194M -$1.84M -0.9% 4.09% 137% 89 15.73% 3.6
E
4318
ETFidea
New York
$194M -$6.24M -3% 4.57% 22.7% 109 9.17% 0.7
Ategra Capital Management
4319
Ategra Capital Management
Virginia
$194M -$1.79M -0.9% 5.09% 114% 104 16.35% 2.3
Peoples Financial Services Corp
4320
Peoples Financial Services Corp
Pennsylvania
$194M -$17.1M -8% 6.75% 104% 286 2.8% 6.3
SHFA
4321
SS&H Financial Advisors
Michigan
$194M -$23M -11% 7.03% – 122 9.02% 0.5
Stonebridge Capital Management
4322
Stonebridge Capital Management
California
$194M -$25.8M -12% 5.23% – 99 9.09% 6.7
Omega Financial Group
4323
Omega Financial Group
California
$193M -$14M -7% 6.17% 45.2% 81 6.17% 2.5
Nikulski Financial
4324
Nikulski Financial
Iowa
$193M -$8.3M -4% 4.63% 95.8% 124 4.03% 3
Front Row Advisors
4325
Front Row Advisors
California
$193M -$10.1M -5% 5.23% 142% 959 8.65% 3.5