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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)
Ceeto Capital Group
4401
Ceeto Capital Group
Florida
$222M +$17.2M +8% 7.5% 94.4% 150 6% 2.5
Sitrin Capital Management
4402
Sitrin Capital Management
California
$222M +$11.2M +5% 11.3% 139% 39 10.26% 2.4
CWM
4403
Cedar Wealth Management
California
$222M +$20.9M +10% 6.71% 68.1% 274 12.77% 1.9
Harbor Advisory Corp
4404
Harbor Advisory Corp
New Hampshire
$222M -$29.7M -12% 5.98% 63.2% 102 31.37% 1.7
Horan Capital Advisors
4405
Horan Capital Advisors
Ohio
$222M +$13.1M +6% 7.4% 26.6% 92 7.61% 3.5
BigSur Wealth Management
4406
BigSur Wealth Management
Florida
$222M +$26.7M +14% 8.06% 94.8% 140 21.43% 2.5
Affinity Investment Advisors
4407
Affinity Investment Advisors
California
$222M -$51.5M -19% 6.27% 189% 175 23.43% 1.9
Kapitalo Investimentos
4408
Kapitalo Investimentos
Brazil
$222M +$131M +143% 10.1% 66.5% 46 71.74% 0.1
MFA Wealth Advisors
4409
MFA Wealth Advisors
Pennsylvania
$221M +$15.2M +7% 5.61% 68.6% 66 18.18% 1.1
Cardinal Point Wealth Management
4410
Cardinal Point Wealth Management
California
$221M +$22.9M +12% 4.21% – 42 11.9% 0.4
Tucker Asset Management
4411
Tucker Asset Management
Colorado
$221M +$31.7M +17% 5.92% 64.2% 378 17.99% 0.4
Bickling Financial Services
4412
Bickling Financial Services
Massachusetts
$221M +$22.5M +11% 7.1% – 142 23.94% 0.4
Campbell Capital Management
4413
Campbell Capital Management
Florida
$221M +$4.21M +2% 7.98% – 66 34.85% 1.1
Allegheny Financial Group
4414
Allegheny Financial Group
Pennsylvania
$221M +$84.3M +62% 4.68% 71.1% 158 39.87% 0.3
SST
4415
S Squared Technology
New York
$221M +$9.46M +4% 3.81% 223% 43 25.58% 2
Bryn Mawr Capital Management
4416
Bryn Mawr Capital Management
Pennsylvania
$221M +$16.9M +8% 5.81% 71.4% 105 16.19% 2.4
SimpliFi Inc
4417
SimpliFi Inc
California
$221M +$6.79M +3% 2.37% 26.7% 29 37.93% 1.6
Excalibur Management
4418
Excalibur Management
Massachusetts
$221M +$18M +9% 6% 81.7% 161 9.32% 3
Westbourne Investment Advisors
4419
Westbourne Investment Advisors
Maryland
$221M +$19.7M +10% 8.99% 107% 88 7.95% 2.2
Cabot-Wellington
4420
Cabot-Wellington
Massachusetts
$221M +$10.9M +5% 6% 65% 17 0% 4.1
Old Well Partners
4421
Old Well Partners
North Carolina
$220M +$17.7M +9% 11% 97.8% 52 38.46% 0.6
D. Scott Neal
4422
D. Scott Neal
Kentucky
$220M -$2.64M -1% 6.03% 105% 52 15.38% 2.6
SFG
4423
SageGuard Financial Group
Tennessee
$220M +$5.42M +3% 6.63% – 150 20.67% 0.4
Running Point Capital Advisors
4424
Running Point Capital Advisors
California
$220M +$38.7M +21% 6.5% 52.1% 158 13.92% 0.4
Founders Financial Alliance
4425
Founders Financial Alliance
North Carolina
$220M +$16.9M +8% 6.87% 84.9% 494 9.51% 0.6