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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)
Harvest Investment Services
4651
Harvest Investment Services
Illinois
$249M +$31.7M +15% 22.3% 282% 219 42.92% 1.5
PH
4652
Pinnacle Holdings
Oklahoma
$249M +$5.85M +2% 5.83% 79.6% 244 27.05% 4.8
Colton Groome Financial Advisors
4653
Colton Groome Financial Advisors
North Carolina
$249M +$19.6M +9% 6.67% 65.8% 127 11.02% 1.9
Channel Wealth
4654
Channel Wealth
California
$249M +$36.9M +17% 8.09% 68.1% 193 18.13% 0.8
Red Lighthouse Investment Management
4655
Red Lighthouse Investment Management
New York
$249M +$10.1M +4% 5.48% 71.1% 103 4.85% 1.1
Team Hewins
4656
Team Hewins
California
$248M +$17.8M +8% 6.73% 60.5% 28 7.14% 0.5
PA
4657
Paragon Advisors
Texas
$248M +$11.6M +5% 15.1% 138% 105 35.24% 1.5
Mudrick Capital Management
4658
Mudrick Capital Management
New York
$248M -$198M -44% 5.04% 212% 10 10% 2.1
ITIM
4659
Indiana Trust & Investment Management
Indiana
$248M +$26.6M +12% 12.6% 114% 491 12.83% 2
Bourne Lent Asset Management
4660
Bourne Lent Asset Management
New York
$248M +$1.58M +0.6% 3.03% 95.1% 64 7.81% 6
West Branch Capital
4661
West Branch Capital
Massachusetts
$248M +$35.2M +17% 15.6% 156% 454 9.25% 2.8
AA Financial Advisors
4662
AA Financial Advisors
Ohio
$248M +$97.6M +65% 6.67% 68.8% 153 58.82% 0.1
Next Capital Management
4663
Next Capital Management
New York
$248M +$12.8M +5% 8.8% 61.3% 151 21.19% 2.4
Gill Capital Partners
4664
Gill Capital Partners
Colorado
$248M +$10.2M +4% 7.08% 59% 132 9.85% 3.3
CA
4665
Continental Advisors
Utah
$248M -$8.76M -3% 9.82% 73.6% 49 10.2% 5.4
Mirabaud Asset Management
4666
Mirabaud Asset Management
United Kingdom
$247M +$14.3M +6% 18.2% – 56 25% 0.2
Camarda Financial Advisors
4667
Camarda Financial Advisors
Florida
$247M +$15.3M +7% 10.8% 196% 91 34.07% 1.4
Gold Investment Management
4668
Gold Investment Management
Alberta, Canada
$247M +$13.8M +6% 7.87% 117% 219 6.85% 0.2
Webs Creek Capital Management
4669
Webs Creek Capital Management
Texas
$247M +$30M +14% 14.8% 133% 15 53.33% 0.6
Delap Wealth Advisory
4670
Delap Wealth Advisory
Oregon
$247M +$26.6M +12% 10.9% 73% 274 70.07% 0.3
Peachtree Investment Partners
4671
Peachtree Investment Partners
Florida
$247M +$3.68M +2% 10.5% 111% 110 16.36% 3.1
RIA Advisory Group
4672
RIA Advisory Group
Iowa
$247M +$7.44M +3% 7.88% – 222 81.08% 0.2
Adamsbrown Wealth Consultants
4673
Adamsbrown Wealth Consultants
Kansas
$247M +$17.3M +8% 8.18% 60.6% 88 12.5% 1.6
Quaker Wealth Management
4674
Quaker Wealth Management
New Jersey
$247M +$25M +11% 3.84% – 67 31.34% 1.5
Insight Folios
4675
Insight Folios
North Carolina
$247M +$15.9M +7% 4.48% 32.9% 126 10.32% 2.4