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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)
EnerVest
4551
EnerVest
Texas
$195M -$21.6M -10% 18.4% 20.5% 1 0% 4
Catalyst Financial Partners
4552
Catalyst Financial Partners
Massachusetts
$195M – – 9.49% 98.6% 161 – 0
IAS
4553
Investment Advisory Services
Texas
$194M +$27.1M +16% 10.8% 74.9% 96 4.17% 2.3
Monte Financial Group
4554
Monte Financial Group
Connecticut
$194M +$31.2M +19% 14.3% 57.9% 84 8.33% 2.6
TA
4555
Tamarack Advisers
California
$194M +$23.9M +14% 11.6% 46.5% 53 45.28% 1.5
GWA
4556
GGM Wealth Advisors
Maryland
$194M +$8.74M +5% 9.04% 25.9% 144 13.19% 1.3
Omega Financial Group
4557
Omega Financial Group
California
$194M +$493K +0.3% 6.14% 47% 83 9.64% 2.6
Front Row Advisors
4558
Front Row Advisors
California
$194M +$500K +0.3% 10% 142% 968 10.43% 3.6
Leisure Capital Management
4559
Leisure Capital Management
California
$194M +$28.4M +17% 9.52% 98% 148 14.19% 3.7
Platform Technology Partners
4560
Platform Technology Partners
New York
$194M +$18M +10% 8.37% – 217 14.75% 2
Argent Advisors
4561
Argent Advisors
Louisiana
$193M +$21.9M +13% 10.6% 63.1% 139 10.79% 2.2
Adirondack Trust Company
4562
Adirondack Trust Company
New York
$193M +$14.4M +8% 10.1% 96.7% 492 4.07% 5
PCA
4563
Prospect Capital Advisors
California
$193M +$3.7M +2% 7.7% 202% 35 31.43% 2.5
Roman Butler Fullerton & Co
4564
Roman Butler Fullerton & Co
Missouri
$193M +$36M +23% 10.1% 134% 201 21.39% 2.5
Wahed Invest
4565
Wahed Invest
New York
$193M +$28.9M +18% 8.88% 140% 254 11.42% 0.8
Ribbit Capital GP III
4566
Ribbit Capital GP III
California
$193M -$21.5M -10% 9.79% – 2 0% 1
Bull Street Advisors
4567
Bull Street Advisors
Georgia
$193M +$15M +8% 9.44% 48.5% 91 3.3% 3
Ardmore Road Asset Management
4568
Ardmore Road Asset Management
New York
$193M -$59.9M -24% 0.69% 245% 42 64.29% 0.4
MTM Investment Management
4569
MTM Investment Management
South Carolina
$193M +$16.5M +9% 9.65% 87.7% 276 8.33% 1.6
Westmount Partners
4570
Westmount Partners
California
$192M – – 6.9% 101% 172 – 0
Raleigh Capital Management
4571
Raleigh Capital Management
North Carolina
$192M +$21.2M +12% 10.3% 79.9% 915 24.59% 0.6
David Kennon
4572
David Kennon
Florida
$192M +$10.2M +6% 6.34% 52.4% 17 0% 0.3
Hurlow Wealth Management Group
4573
Hurlow Wealth Management Group
Indiana
$192M +$20.6M +12% 8.51% 60.7% 98 6.12% 3.2
Exeter Financial
4574
Exeter Financial
Arizona
$192M +$19.8M +12% 12.2% 59.1% 89 6.74% 3.9
Hillman Company
4575
Hillman Company
Pennsylvania
$192M +$245K +0.1% 2.51% 118% 15 13.33% 1.6