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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)
ArchPoint Investors
4301
ArchPoint Investors
Florida
$365M +$24.2M +7% 13.9% 111% 74 9.46% 4.1
Carr Financial Group
4302
Carr Financial Group
Massachusetts
$364M +$25.3M +7% 6.43% 66.1% 202 14.36% 1.9
PS
4303
Presima Securities
Quebec, Canada
$364M -$71M -16% 0.69% 10.3% 51 5.88% 5.4
Foursixthree Capital
4304
Foursixthree Capital
New York
$364M +$76.8M +27% 65% – 20 20% 0.8
MFGP
4305
Marshall Financial Group (Pennsylvania)
Pennsylvania
$364M +$29.5M +9% 6.76% 65.5% 55 9.09% 5.3
PWMG
4306
Private Wealth Management Group
New Jersey
$363M +$62.3M +21% 7.32% 63.2% 1,546 7.96% 1.4
Freshford Capital Management
4307
Freshford Capital Management
New York
$363M -$68.4M -16% 17.9% 97.3% 23 26.09% 0.7
Ballast Advisors
4308
Ballast Advisors
Minnesota
$363M +$23.7M +7% 7.38% 66.7% 188 14.89% 4.2
EPG Wealth Management
4309
EPG Wealth Management
Georgia
$363M +$30M +9% 7.84% 96% 329 8.51% 0.9
Adamsbrown Wealth Consultants
4310
Adamsbrown Wealth Consultants
Kansas
$363M +$18.2M +5% 5.86% 60.6% 119 12.61% 2.2
CGC Financial Services
4311
CGC Financial Services
Oregon
$363M +$66.5M +22% 5.6% 46% 350 7.43% 1.9
Windsor Capital Management
4312
Windsor Capital Management
Arizona
$362M +$19.2M +6% 5.44% 49.1% 122 2.46% 6.7
TrueFG
4313
TrueFG
Texas
$362M +$25.5M +8% 6.33% 54.2% 67 14.93% 3.2
Packer & Co
4314
Packer & Co
Australia
$362M – – 7.24% – 7 – 1.2
Sagil Capital
4315
Sagil Capital
United Kingdom
$362M +$124M +52% 24.8% 104% 27 66.67% 0.4
EWA LLC
4316
EWA LLC
Pennsylvania
$361M +$43.6M +14% 9.28% 102% 247 18.22% 1.2
Rovin Capital
4317
Rovin Capital
Arizona
$361M +$31.1M +9% 5.98% 63.8% 201 10.45% 2.1
Whetstone Capital Advisors
4318
Whetstone Capital Advisors
Kansas
$361M +$7.14M +2% 5.83% 282% 63 60.32% 1.1
CV Advisors
4319
CV Advisors
Florida
$361M +$35.5M +11% 10.1% 112% 54 38.89% 1.1
Fulcrum Asset Management
4320
Fulcrum Asset Management
United Kingdom
$361M +$10.3M +3% 8.81% – 182 3.3% 0.2
FP
4321
Financial Perspectives
Minnesota
$361M +$29.8M +9% 9.02% 87.8% 734 3.13% 4.3
Walter & Keenan Wealth Management
4322
Walter & Keenan Wealth Management
Indiana
$361M +$16.4M +5% 8.9% 92% 160 9.38% 5
CWS Financial Advisors
4323
CWS Financial Advisors
Michigan
$360M +$16.6M +5% 3.9% 55.7% 144 8.33% 3.4
FCA Corp
4324
FCA Corp
Texas
$360M +$26.1M +8% 6.74% 57.4% 198 9.6% 4.9
Empirical Asset Management
4325
Empirical Asset Management
Massachusetts
$360M +$36.6M +11% 9.28% 94.5% 402 30.6% 1.3