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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)
Robertson Opportunity Capital
4701
Robertson Opportunity Capital
Texas
$162M -$2.3M -1% 0.1% 93.4% 26 0% 5.3
Heritage Investment Group
4702
Heritage Investment Group
Florida
$162M -$11.1M -6% 4.52% 51.2% 82 13.41% 0.7
Burrus Financial Services
4703
Burrus Financial Services
Utah
$162M -$11.9M -7% 5.82% 31.3% 10 20% 0.4
Vista Investment Management
4704
Vista Investment Management
Pennsylvania
$162M -$3.11M -2% 3.84% 54.4% 164 6.1% 3.5
NIA Impact Advisors
4705
NIA Impact Advisors
California
$162M -$4.4M -3% 0.24% – 67 10.45% 1.3
CCC
4706
Chelsea Counsel Company
California
$162M -$32.5M -17% 6.16% 106% 101 22.77% 4.8
Whetstone Capital Advisors
4707
Whetstone Capital Advisors
Kansas
$162M -$8.47M -5% 1.63% 282% 29 41.38% 1.5
PFA
4708
Professional Financial Advisors
Nebraska
$162M -$17M -9% 5.1% 59.2% 522 9.2% 1.5
Valtinson Bruner Financial Planning
4709
Valtinson Bruner Financial Planning
Minnesota
$162M -$2.07M -1% 4.06% 36.2% 106 12.26% 1.8
Horan Securities
4710
Horan Securities
United States
$162M -$4.09M -2% 5.47% 50.1% 837 33.33% 1.6
Eagle Bay Advisors
4711
Eagle Bay Advisors
New York
$162M -$3.34M -2% 3.73% 85% 1,155 19.31% 0.5
Bell & Brown Wealth Advisors
4712
Bell & Brown Wealth Advisors
California
$162M -$25.1M -13% 3.71% 125% 74 13.51% 3.9
1C
4713
1623 Capital
Virginia
$162M +$1.51M +0.9% 2.64% 11.9% 51 23.53% 1.8
Madrona Financial Services
4714
Madrona Financial Services
Washington
$162M -$8.82M -5% 3.87% 85.1% 78 7.69% 2.9
ARIS
4715
Advanced Research Investment Solutions
California
$162M -$18.1M -10% 10.7% 13.1% 188 42.02% 0.9
Heron Financial Group
4716
Heron Financial Group
New York
$162M -$3.01M -2% 4.3% 47.5% 141 8.51% 2.4
Cribstone Capital Management
4717
Cribstone Capital Management
Maine
$162M -$903K -0.6% 4.71% 22.4% 551 21.23% 3.1
Addison Capital
4718
Addison Capital
Pennsylvania
$162M -$9.27M -5% 1.29% 59.7% 133 7.52% 4.1
EPIQ Partners
4719
EPIQ Partners
Minnesota
$162M -$1.59M -1% 1.58% 49.6% 85 7.06% 2.1
Manhattan West Asset Management
4720
Manhattan West Asset Management
California
$162M -$3.86M -2% 3.98% 65.6% 109 14.68% 0.5
True Wind Capital Management
4721
True Wind Capital Management
California
$161M -$38.4M -19% 18.9% 119% 3 0% 0.8
Addison Advisors
4722
Addison Advisors
Vermont
$161M -$3.73M -2% 5.02% 50.2% 791 10.11% 1.1
TL Private Wealth
4723
TL Private Wealth
Texas
$161M -$10.5M -6% 4.41% 50.6% 42 4.76% 2.5
West Branch Capital
4724
West Branch Capital
Massachusetts
$161M -$12M -7% 5.85% 156% 486 10.29% 1.5
Client 1st Advisory Group
4725
Client 1st Advisory Group
Florida
$161M -$7.26M -4% 6.08% 64.5% 83 15.66% 1.7