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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)
First Sabrepoint Capital Management
4426
First Sabrepoint Capital Management
Texas
$204M -$39.7M -16% 9.79% 218% 35 51.43% 1.5
Colton Groome Financial Advisors
4427
Colton Groome Financial Advisors
North Carolina
$204M +$7.81M +4% 6.52% 65.8% 131 19.85% 1.3
Stone Summit Wealth
4428
Stone Summit Wealth
Florida
$204M +$41.2M +25% 8.99% 67% 133 9.77% 0.9
Pettee Investors
4429
Pettee Investors
Connecticut
$204M +$17.8M +10% 11.8% 96.1% 119 5.88% 5.6
Retirement Capital Strategies
4430
Retirement Capital Strategies
California
$204M -$14.8M -7% 2.77% 59% 54 37.04% 2.4
AB
4431
Atlas Brown
Kentucky
$204M +$7.23M +4% 10.6% 115% 178 7.87% 5.8
Engine No 1 LLC
4432
Engine No 1 LLC
California
$203M +$682K +0.3% 13.2% 536% 17 41.18% 0.8
Beirne Wealth Consulting Services
4433
Beirne Wealth Consulting Services
Connecticut
$203M -$59.8M -23% 11.1% 81.9% 123 37.4% 2.1
Tri-Star Advisors
4434
Tri-Star Advisors
Texas
$203M +$6.56M +3% 5.95% 3.07% 64 53.13% 1.2
SC
4435
Sawyer & Company
Massachusetts
$203M +$19.7M +11% 12.5% 111% 190 11.58% 3.4
Parisi Gray Wealth Management
4436
Parisi Gray Wealth Management
New Jersey
$203M +$71.7M +55% 8.18% 137% 105 26.67% 3.2
Cadent Capital Advisors
4437
Cadent Capital Advisors
Oklahoma
$203M +$24.3M +14% 7.55% 106% 137 22.63% 1.2
Thomist Capital Management
4438
Thomist Capital Management
Texas
$203M +$69.2M +52% 16.9% 71.2% 41 80.49% 0.1
Atwater Malick
4439
Atwater Malick
Pennsylvania
$203M +$24M +13% 11.9% 83.4% 58 6.9% 2.6
J. Arnold Wealth Management
4440
J. Arnold Wealth Management
Ohio
$203M +$25.3M +14% 6.67% 46.2% 85 51.76% 1
First Pacific Financial
4441
First Pacific Financial
Washington
$203M +$28.7M +16% 7.75% 53.6% 111 10.81% 1.6
Strategic Investment Solutions
4442
Strategic Investment Solutions
Illinois
$203M – – 9.13% – 91 – 0
Rappaport Reiches Capital Management
4443
Rappaport Reiches Capital Management
Illinois
$203M +$5.56M +3% 2.72% 17.6% 87 24.14% 1
CWM
4444
Cedar Wealth Management
California
$203M +$1.32M +0.7% 10.1% 68.1% 346 15.61% 2.5
VELA Investment Management
4445
VELA Investment Management
Ohio
$202M +$26.1M +15% 12% 56.8% 146 13.7% 0.8
HCA
4446
Hyperion Capital Advisors
New York
$202M -$437K -0.2% 9.27% 86.1% 58 6.9% 2.1
Prosperity Planning
4447
Prosperity Planning
Missouri
$202M +$10.8M +6% 7.09% 43.5% 83 9.64% 1.5
Toews Corporation
4448
Toews Corporation
New Jersey
$202M +$66.2M +49% 12.8% 22% 120 23.33% 0.7
Little House Capital
4449
Little House Capital
Massachusetts
$202M +$14.2M +8% 8.37% 108% 119 20.17% 1.7
Townsend & Associates
4450
Townsend & Associates
Colorado
$202M -$14.4M -7% 13.1% 58% 133 49.62% 1.1