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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)
Independence Financial Advisors
4576
Independence Financial Advisors
New Hampshire
$386M +$52.3M +16% 11.8% – 60 23.33% 1
Capital Innovations
4577
Capital Innovations
Wisconsin
$385M -$14M -3% 1.48% – 104 100% 0
United Airlines Holdings
4578
United Airlines Holdings
Illinois
$385M +$175M +83% 10.2% – 4 25% 0.4
Seneca Financial Advisors
4579
Seneca Financial Advisors
New York
$385M +$43.8M +13% 10.3% 50.9% 68 8.82% 3.4
Cutler Capital Management
4580
Cutler Capital Management
Massachusetts
$385M +$15.2M +4% 3.27% 39.7% 129 13.95% 3.8
Windsor Capital Management
4581
Windsor Capital Management
Arizona
$385M +$29.9M +8% 10.9% 49.1% 132 12.12% 6.6
Pinnacle Bancorp
4582
Pinnacle Bancorp
Nebraska
$384M +$45.6M +13% 12.6% 72.9% 946 9.09% 5
Juncture Wealth Strategies
4583
Juncture Wealth Strategies
Arizona
$384M +$85.2M +28% 16.9% 76.5% 186 32.26% 2.5
RC
4584
Reik & Co
New York
$384M +$21.4M +6% 8.21% 47.2% 60 6.67% 8.4
Independence Asset Advisors
4585
Independence Asset Advisors
Pennsylvania
$384M +$107M +39% 9.16% 20.3% 27 18.52% 0.8
Client 1st Advisory Group
4586
Client 1st Advisory Group
Florida
$384M +$54.5M +17% 12.2% 64.5% 152 12.5% 3.1
SI
4587
Schusterman Interests
Oklahoma
$383M -$7.97M -2% 6.42% 344% 10 20% 1.4
Sand Grove Capital Management
4588
Sand Grove Capital Management
United Kingdom
$383M -$61M -14% 13.8% 410% 25 68% 0.3
Hoxton Planning & Management
4589
Hoxton Planning & Management
West Virginia
$383M +$50M +15% 15.3% 77.8% 241 16.18% 2.1
Parus Finance (UK)
4590
Parus Finance (UK)
United Kingdom
$383M +$48.7M +15% 42.6% 199% 38 5.26% 3.6
Paragon Private Wealth Management
4591
Paragon Private Wealth Management
Kentucky
$383M +$63.5M +20% 25% 104% 239 14.23% 2.3
Claris Advisors
4592
Claris Advisors
Missouri
$383M +$48.8M +15% 13% 65.7% 75 8% 2.6
RV Capital
4593
RV Capital
Switzerland
$383M +$259K +0.1% 13.1% 250% 13 0% 2.6
Vectors Research Management
4594
Vectors Research Management
New York
$383M +$40.5M +12% 17.2% 67.3% 151 7.95% 4.1
FAP
4595
Financial Advisory Partners
Florida
$383M +$29.1M +8% 7.43% 52.9% 74 10.81% 3.1
Congruence Capital
4596
Congruence Capital
California
$383M +$84.4M +28% 33.4% – 36 38.89% 0.3
FP
4597
Fiduciary Planning
Florida
$382M +$51.2M +15% 17% 71.4% 84 14.29% 2.3
Alpha Financial Advisors
4598
Alpha Financial Advisors
North Carolina
$382M +$55.8M +17% 11.6% 41.6% 116 48.28% 1.2
Cherrydale Wealth Management
4599
Cherrydale Wealth Management
New Jersey
$382M +$58.5M +18% 16.1% 80.8% 89 19.1% 2.3
CM
4600
Cosmic Management
California
$382M +$153M +67% 31.3% – 5 20% 0.4