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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)
HA
4701
Hamel Associates
New Jersey
$332M +$6.56M +2% 4.8% 59.4% 88 18.18% 6.6
One Advisory Partners
4702
One Advisory Partners
Kansas
$332M +$5.34M +2% 0.6% 58.3% 74 12.16% 2
Intergy Private Wealth
4703
Intergy Private Wealth
Colorado
$331M +$11.8M +4% 2.26% 73.8% 122 15.57% 2.3
Creative Capital Management Investments
4704
Creative Capital Management Investments
California
$331M +$18.5M +6% 2.01% 53.6% 319 20.06% 1.7
ARP Global Capital
4705
ARP Global Capital
$331M – – 3.48% – 28 – 0
Hobbs Group Advisors
4706
Hobbs Group Advisors
South Carolina
$331M +$10.1M +3% 2.55% – 180 21.67% 1.3
Comprehensive Financial Consultants Institutional
4707
Comprehensive Financial Consultants Institutional
Indiana
$331M +$8.49M +3% 2.27% 78% 197 9.14% 2.5
Keystone Financial Services (Colorado)
4708
Keystone Financial Services (Colorado)
Colorado
$331M +$8.59M +3% 2.3% 66% 136 16.91% 2.1
Baker Boyer National Bank
4709
Baker Boyer National Bank
Washington
$331M +$30.2M +10% 2.57% 49.3% 94 14.89% 4.9
PFW Advisors
4710
PFW Advisors
Georgia
$331M -$7M -2% 0.85% – 133 12.03% 5
Brigade Capital Management
4711
Brigade Capital Management
New York
$331M -$484M -59% 11% 42.7% 25 32% 1.5
360 Financial
4712
360 Financial
Minnesota
$331M +$20M +6% 1.62% 82.5% 94 27.66% 3.2
Gilliland Jeter Wealth Management
4713
Gilliland Jeter Wealth Management
Arkansas
$331M +$6.83M +2% 3.05% 128% 182 9.89% 1.7
Foresite Capital Management VI
4714
Foresite Capital Management VI
California
$331M +$72M +28% 25.2% – 15 40% 0.6
Glassy Mountain Advisors
4715
Glassy Mountain Advisors
Maryland
$331M -$1.48M -0.4% 3.01% 91.5% 83 12.05% 1.7
Harbor Advisory Corp
4716
Harbor Advisory Corp
New Hampshire
$331M -$7.58M -2% 3.91% 63.2% 83 9.64% 4.7
CCM
4717
Consolidated Capital Management
California
$331M +$48.2M +17% 2.48% 166% 86 46.51% 2
Riverview Capital Advisers
4718
Riverview Capital Advisers
Massachusetts
$330M -$15.3M -4% 1.29% 84.8% 101 12.87% 2.3
Squire Investment Management Company
4719
Squire Investment Management Company
Utah
$330M +$23.5M +8% 2.92% 62.4% 74 8.11% 1.6
Shayne & Jacobs LLC
4720
Shayne & Jacobs LLC
Tennessee
$330M +$7.31M +2% 3.35% 79.4% 97 3.09% 4
AFS
4721
Aft Forsyth & Sober
Florida
$330M +$7.62M +2% 1.45% 94.6% 59 6.78% 4.6
Carmel Capital Management
4722
Carmel Capital Management
California
$330M +$1.04M +0.3% 5.73% 247% 25 8% 3.9
Hixon Zuercher
4723
Hixon Zuercher
Ohio
$330M +$1.27M +0.4% 2.94% 101% 92 9.78% 3.3
YRHAM
4724
Yong Rong (HK) Asset Management
Hong Kong
$330M -$159M -32% 23.5% 2,310% 33 66.67% 0.3
Gill Capital Partners
4725
Gill Capital Partners
Colorado
$330M +$2.46M +0.8% 1.54% 59% 146 10.96% 3.8