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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)
CVA
4726
Central Valley Advisors
California
$264M +$43.9M +20% 2.18% 77.8% 148 24.32% 0.9
SCI
4727
Silver Coast Investments
United States
$264M -$842K -0.3% 1.25% – 106 9.43% 1
Oldfather Financial Services
4728
Oldfather Financial Services
Nebraska
$263M +$974K +0.4% 2.97% 60.8% 82 9.76% 3.6
Ovata Capital Management
4729
Ovata Capital Management
Hong Kong
$263M +$1.52M +0.6% 2.11% 69.1% 53 64.15% 0.6
Sykon Capital
4730
Sykon Capital
New York
$263M -$27M -9% 1.6% 63.7% 83 46.99% 0.9
Grandview Asset Management
4731
Grandview Asset Management
Pennsylvania
$263M -$9.2M -3% 5.76% 200% 125 8.8% 1.9
Yakira Capital Management
4732
Yakira Capital Management
Connecticut
$263M -$12.5M -5% 5.44% 74.1% 286 43.71% 1.1
Ceeto Capital Group
4733
Ceeto Capital Group
Florida
$263M -$8.55M -3% 3.42% 94.4% 186 8.6% 4.4
PH
4734
Pinnacle Holdings
Oklahoma
$263M -$1.82M -0.7% 0.11% 79.6% 260 17.69% 4.8
Hobbs Group Advisors
4735
Hobbs Group Advisors
South Carolina
$263M -$2.9M -1% 0.06% – 161 19.88% 1
Westend Capital Management
4736
Westend Capital Management
California
$263M -$73.9M -22% 1.34% – 264 26.89% 1.7
Independence Financial Advisors
4737
Independence Financial Advisors
New Hampshire
$263M – – 2.25% – 47 – 0
J.H. Whitney Equity Partners VII
4738
J.H. Whitney Equity Partners VII
Connecticut
$263M +$40.6M +18% 18.6% 407% 1 0% 3.3
Intergy Private Wealth
4739
Intergy Private Wealth
Colorado
$263M -$4.99M -2% 1.67% 73.8% 99 12.12% 2
Robertson Opportunity Capital
4740
Robertson Opportunity Capital
Texas
$263M -$9.7M -4% 0.82% 93.4% 29 6.9% 6.4
True Wealth Design
4741
True Wealth Design
Ohio
$263M +$4.82M +2% 0.13% 57% 2,695 51.24% 0.6
BCM
4742
BluePointe Capital Management
California
$262M +$87.7M +50% 4.1% – 134 34.33% 0.8
Fusion Capital
4743
Fusion Capital
South Carolina
$262M +$14.3M +6% 1.27% 108% 87 14.94% 3.7
Keystone Financial Services (Colorado)
4744
Keystone Financial Services (Colorado)
Colorado
$262M +$1.19M +0.5% 0.81% 66% 112 19.64% 2
Gator Capital Management
4745
Gator Capital Management
Florida
$262M -$3.43M -1% 4.25% 245% 71 5.63% 2.9
Tekne Capital Management
4746
Tekne Capital Management
New York
$262M -$20.3M -7% 12.8% 516% 7 14.29% 2.2
Greenfield Seitz Capital Management
4747
Greenfield Seitz Capital Management
Texas
$262M -$534K -0.2% 0.32% 88.5% 114 14.04% 1
Hoxton Planning & Management
4748
Hoxton Planning & Management
West Virginia
$262M +$504K +0.2% 1.95% 77.8% 221 16.29% 1.5
Liberty Square Wealth Partners
4749
Liberty Square Wealth Partners
Pennsylvania
$262M -$12M -4% 2.52% – 156 7.05% 0.2
CAGAS
4750
Capital Advisory Group Advisory Services
Minnesota
$262M -$16.6M -6% 0.34% 54.8% 184 11.41% 2.3