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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)
New Harbor Financial Group
4326
New Harbor Financial Group
Massachusetts
$203M -$79.7M -28% 9.54% 94.6% 35 34.29% 2.2
FountainVest China Capital Partners GP3
4327
FountainVest China Capital Partners GP3
Cayman Islands
$203M +$22.4M +12% 12.4% 121% 1 0% 2.5
Independent Family Office
4328
Independent Family Office
New York
$203M -$103M -34% 11.2% 68.4% 74 20.27% 1.6
BetterWealth
4329
BetterWealth
California
$203M +$128M +171% 13.4% 63.3% 49 51.02% 0.3
Legacy Financial Strategies
4330
Legacy Financial Strategies
Kansas
$203M -$32M -14% 13.9% 76.7% 70 15.71% 2.9
WT Wealth Management
4331
WT Wealth Management
Arizona
$203M -$57.9M -22% 12% 72% 128 27.34% 1.8
SimpliFi Inc
4332
SimpliFi Inc
California
$203M -$17.5M -8% 7.73% 26.7% 34 8.82% 2.1
Spectrum Asset Management (California)
4333
Spectrum Asset Management (California)
California
$203M -$52.3M -21% 9.34% 68.3% 116 25.86% 2.8
Weybosset Research & Management
4334
Weybosset Research & Management
Rhode Island
$202M – – 13.4% 74.8% 48 – 4
MG
4335
Meditor Group
Bermuda
$202M -$37.5M -16% 2.22% 41.1% 4 0% 6.5
FP
4336
Fiduciary Planning
Florida
$202M +$20M +11% 10.5% 71.4% 40 7.5% 1.4
Auxano Advisors
4337
Auxano Advisors
Washington
$202M -$32.8M -14% 15.3% 85.4% 88 18.18% 1.4
PCJ Investment Counsel
4338
PCJ Investment Counsel
Ontario, Canada
$202M -$71.5M -26% 13.9% 164% 85 36.47% 2
Keeler Thomas Management
4339
Keeler Thomas Management
Utah
$202M -$6.34M -3% 12.4% 46.1% 79 32.91% 2
Jackson Grant Investment Advisers
4340
Jackson Grant Investment Advisers
Connecticut
$202M -$35.9M -15% 12% 54.3% 368 8.7% 2.8
Ramius Advisors
4341
Ramius Advisors
New York
$202M -$17.1M -8% 4.69% 187% 355 95.49% 0
Palouse Capital Management
4342
Palouse Capital Management
Washington
$202M -$25.5M -11% 12.5% 67.8% 105 27.62% 2.8
SCM
4343
Springhouse Capital Management
Connecticut
$202M +$44.4M +28% 5.2% 52% 64 40.63% 0.8
Tealwood Asset Management
4344
Tealwood Asset Management
Minnesota
$202M -$34.3M -15% 10.3% 128% 135 6.67% 2.5
Nikulski Financial
4345
Nikulski Financial
Iowa
$202M -$34.9M -15% 14.1% 95.8% 134 14.18% 2.8
Oarsman Capital
4346
Oarsman Capital
Wisconsin
$201M -$54.7M -21% 12.6% 70.6% 194 16.49% 4.5
Sanchez Wealth Management Group
4347
Sanchez Wealth Management Group
Florida
$201M -$36.6M -15% 15.6% 56.9% 34 2.94% 2.6
Pettee Investors
4348
Pettee Investors
Connecticut
$201M -$26.4M -12% 9.68% 96.1% 122 4.92% 5.2
AH Equity Partners LSV III
4349
AH Equity Partners LSV III
California
$201M -$172M -46% 44.9% – 3 0% 0.3
Bishop & Co Investment Management
4350
Bishop & Co Investment Management
Pennsylvania
$201M -$30.9M -13% 14.5% 47.6% 25 16% 4.4