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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)
Pennsylvania Capital Management
4326
Pennsylvania Capital Management
Pennsylvania
$224M +$20.6M +10% 0.26% 70.6% 88 20.45% 0.9
VisionPoint Advisory Group
4327
VisionPoint Advisory Group
Texas
$224M -$256K -0.1% 1.04% 79.3% 114 33.33% 0.9
Mirsky Financial Management
4328
Mirsky Financial Management
New York
$224M -$1.02M -0.5% 1.37% 39.3% 47 6.38% 1.8
FC Advisory
4329
FC Advisory
Pennsylvania
$224M -$1.34M -0.6% 0.96% 46.6% 65 0% 4.1
Astoria Strategic Wealth
4330
Astoria Strategic Wealth
Texas
$224M +$5.24M +2% 1.06% 42.1% 31 3.23% 1.5
Financial Strategies Group
4331
Financial Strategies Group
Michigan
$224M +$7.61M +4% 1.33% 44.9% 73 0% 1.2
KSCM
4332
Kamunting Street Capital Management
Florida
$224M -$23.4M -9% 12% 7.47% 107 71.03% 0.5
Global Trust Asset Management
4333
Global Trust Asset Management
Florida
$224M +$13.6M +6% 0.18% 178% 445 12.58% 2.3
Pinnacle Family Advisors
4334
Pinnacle Family Advisors
Missouri
$224M -$5.37M -2% 2.03% 85.8% 161 33.54% 1
New Vernon Capital Holdings II
4335
New Vernon Capital Holdings II
New Jersey
$224M -$37.5M -14% 0.67% 114% 21 23.81% 1.5
Sycale Advisors
4336
Sycale Advisors
New York
$224M +$25.2M +13% 7.01% 31.5% 23 30.43% 0.8
SMI Advisory Services
4337
SMI Advisory Services
Indiana
$223M -$10M -4% 0.79% 80.7% 31 32.26% 0.4
Sonata Capital Group
4338
Sonata Capital Group
Washington
$223M +$3.19M +1% 0.75% 66.5% 131 9.16% 4.3
Affinity Investment Advisors
4339
Affinity Investment Advisors
California
$223M +$1.4M +0.6% 0.02% 189% 178 15.73% 2
Sanchez Wealth Management Group
4340
Sanchez Wealth Management Group
Florida
$223M +$3.76M +2% 0.37% 56.9% 34 2.94% 1.9
Neumann Capital Management
4341
Neumann Capital Management
California
$223M +$110K +0% 0.31% 89.9% 88 5.68% 5
Wills Financial Group
4342
Wills Financial Group
Virginia
$223M -$8.04M -3% 2.11% 57.5% 72 8.33% 3.6
SimpliFi Inc
4343
SimpliFi Inc
California
$223M +$1.83M +0.8% 0.73% 27.9% 27 11.11% 1.8
BigSur Wealth Management
4344
BigSur Wealth Management
Florida
$223M +$1.04M +0.5% 0.99% 94.8% 127 7.87% 2.7
Auxano Advisors
4345
Auxano Advisors
Washington
$223M +$3.76M +2% 0.89% 85.4% 70 8.57% 1.1
WealthBridge Investment Counsel
4346
WealthBridge Investment Counsel
Alberta, Canada
$223M -$3.35M -1% 1.6% 106% 39 7.69% 1.6
Shorepoint Capital Partners
4347
Shorepoint Capital Partners
Massachusetts
$223M – – 1.62% – 78 – 1.9
HRC
4348
Hoertkorn Richard Charles
$222M -$986K -0.4% 0.57% 172% 82 2.44% 5.8
Worth Venture Partners
4349
Worth Venture Partners
New Jersey
$222M -$46.5M -17% 2.79% 105% 145 31.03% 0.7
Family Legacy Inc
4350
Family Legacy Inc
South Carolina
$222M -$1.92M -0.9% 1.14% 89% 110 2.73% 3.2