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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)
Highland Financial Advisors
4726
Highland Financial Advisors
New Jersey
$193M -$896K -0.5% 3.37% 70% 45 4.44% 1
ECG
4727
EPIQ Capital Group
California
$193M -$5.32M -3% 3.06% 6.25% 58 13.79% 2.5
Miller Equity Capital Advisors
4728
Miller Equity Capital Advisors
Texas
$193M -$4.16M -2% 4.14% 23.7% 50 2% 3.3
Intrepid Financial Planning Group
4729
Intrepid Financial Planning Group
Indiana
$193M -$15.4M -7% 2.72% 92.5% 130 14.62% 1
Stiles Financial Services
4730
Stiles Financial Services
Minnesota
$193M -$8.45M -4% 3.15% 144% 198 14.65% 1.4
Forest Hill Capital
4731
Forest Hill Capital
Arkansas
$193M -$18.1M -9% 0.55% 112% 48 8.33% 3.9
IP
4732
Isomer Partners
New York
$193M -$6.53M -3% 3.28% 57.2% 18 27.78% 1.1
Prevail Innovative Wealth Advisors
4733
Prevail Innovative Wealth Advisors
Kansas
$193M +$10.3M +6% 2.07% 31.3% 171 66.67% 0.1
Peregrine Asset Advisers
4734
Peregrine Asset Advisers
Oregon
$193M +$62.3M +48% 0.53% 182% 169 66.27% 1.4
Platinum Equity
4735
Platinum Equity
California
$193M +$6.49M +3% 3.95% 52.7% 7 0% 1.4
Alight Capital Management
4736
Alight Capital Management
New York
$193M -$71.8M -27% 0.33% 466% 63 52.38% 0.6
OCM
4737
Ogborne Capital Management
California
$193M -$29.7M -13% 2.7% 251% 9 11.11% 1
Investment Advisory Group
4738
Investment Advisory Group
Massachusetts
$192M -$2.88M -1% 3.43% 61.6% 152 8.55% 1.4
LWMM
4739
Legacy Wealth Management (Mississippi)
Mississippi
$192M -$7M -4% 3.75% 105% 77 10.39% 2.8
Excalibur Management
4740
Excalibur Management
Massachusetts
$192M -$4.01M -2% 3.18% 81.7% 162 8.02% 4.8
HM
4741
Harvest Management
New York
$192M +$76.3M +66% 12% 610% 69 63.77% 0.5
Seneca House Advisors
4742
Seneca House Advisors
Virginia
$192M -$8.45M -4% 3.58% 58.2% 85 16.47% 3.6
Congress Park Capital
4743
Congress Park Capital
New York
$192M -$8.1M -4% 1.2% 99.9% 133 14.29% 3.3
First County Bank
4744
First County Bank
Connecticut
$192M -$13.9M -7% 3.15% 101% 172 8.14% 0.7
Royal Harbor Partners
4745
Royal Harbor Partners
Texas
$192M -$11.9M -6% 3.43% 54.6% 77 45.45% 1.8
Truvestments Capital
4746
Truvestments Capital
Florida
$192M -$8.9M -4% 4.61% 131% 730 11.64% 1.7
Clear Sky Carbon Solutions Investment Management
4747
Clear Sky Carbon Solutions Investment Management
Texas
$192M -$121M -39% 1.67% – 65 43.08% 0.7
NatWest Group
4748
NatWest Group
United Kingdom
$192M -$612K -0.3% 2.06% 207% 40 7.5% 3.9
ACM
4749
Altium Capital Management
New York
$192M +$59.6M +45% 4.3% – 90 44.44% 0.7
Richmond Hill Investments
4750
Richmond Hill Investments
New York
$192M -$11.1M -5% 0.94% 55.2% 5 20% 5.6