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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)
Capital Planning
4526
Capital Planning
Washington
$185M -$71.4M -28% 15% 81.2% 68 20.59% 1.2
KLCM
4527
KG&L Capital Management
Louisiana
$185M -$54.6M -23% 15.3% 91.9% 147 18.37% 2.2
MTM Investment Management
4528
MTM Investment Management
South Carolina
$185M -$21.5M -10% 11.5% 80.5% 294 13.61% 1.2
Howard Hughes Medical Institute
4529
Howard Hughes Medical Institute
Maryland
$185M -$43.1M -19% 18.1% 70.9% 20 5% 6.3
Key Financial Inc
4530
Key Financial Inc
Pennsylvania
$185M -$16.5M -8% 13.3% 55.5% 1,187 8.59% 1.2
Wealth Advisors of Iowa
4531
Wealth Advisors of Iowa
Iowa
$185M -$15M -8% 9.55% 60.9% 68 29.41% 1.2
Fountainhead AM
4532
Fountainhead AM
New Jersey
$184M -$40.9M -18% 14.9% 65.6% 80 23.75% 1.2
Black Diamond Capital Management
4533
Black Diamond Capital Management
Connecticut
$184M -$14.1M -7% 8.47% 28.3% 20 50% 2
Strong Tower Advisory Services
4534
Strong Tower Advisory Services
Minnesota
$184M -$11.2M -6% 16.8% 155% 108 7.41% 0.7
RS
4535
Retirement Solution
Washington
$184M -$42M -19% 16.5% 74.8% 47 36.17% 1.2
Compass Advisory Group
4536
Compass Advisory Group
New York
$184M -$8.22M -4% 11% 49.2% 72 22.22% 1
Blue Water Life Science Advisors
4537
Blue Water Life Science Advisors
California
$184M -$26.6M -13% 17.1% 503% 14 64.29% 0.6
Analog Century Management
4538
Analog Century Management
New York
$184M -$110M -37% 24.8% 785% 19 10.53% 1.3
Stadium Capital Management
4539
Stadium Capital Management
Connecticut
$184M -$27.2M -13% 16.7% 10.9% 11 18.18% 1.3
Accurate Wealth Management
4540
Accurate Wealth Management
Florida
$184M -$39.2M -18% 8.34% 101% 199 32.66% 0.7
Redwood Grove Capital
4541
Redwood Grove Capital
California
$184M -$17.2M -9% 12.9% 79.8% 26 7.69% 1.2
PAM
4542
Pegasus Asset Management
New York
$184M -$46.5M -20% 15.8% 89% 80 13.75% 3.5
Keystone Financial Services (Colorado)
4543
Keystone Financial Services (Colorado)
Colorado
$184M +$10.3M +6% 12.9% 66% 83 13.25% 0.4
Garrett Wealth Advisory Group
4544
Garrett Wealth Advisory Group
Texas
$184M -$11.1M -6% 13.7% 74.6% 61 19.67% 2.4
Snider Financial Group
4545
Snider Financial Group
Washington
$184M -$36.2M -16% 12.3% 87% 70 20% 0.9
Kanen Wealth Management
4546
Kanen Wealth Management
Florida
$183M -$375M -67% 22.4% 328% 29 37.93% 0.8
HoldCo Asset Management
4547
HoldCo Asset Management
Florida
$183M +$46.2M +34% 13.7% – 24 20.83% 1.3
SLA
4548
Silver Lake Advisory
Utah
$183M -$27.3M -13% 10.4% 76.7% 105 8.57% 5
Lowe Wealth Advisors
4549
Lowe Wealth Advisors
Maryland
$183M -$37.8M -17% 11.6% 63.3% 345 4.93% 4.1
Platform Technology Partners
4550
Platform Technology Partners
New York
$183M -$24.8M -12% 13.8% – 226 15.04% 1.8