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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)
Omega Financial Group
4801
Omega Financial Group
California
$281M +$20.6M +8% 7.32% 45.2% 101 20.79% 3.7
AA
4802
Alta Advisers
United Kingdom
$281M +$46.1M +20% 14.4% 114% 253 12.25% 1.8
Bennett Selby Investments
4803
Bennett Selby Investments
Maine
$281M +$28M +11% 9.88% 82.1% 78 6.41% 3
One Degree Advisors
4804
One Degree Advisors
California
$281M +$38M +16% 7.18% – 74 17.57% 1
My Legacy Advisors
4805
My Legacy Advisors
Oregon
$281M +$21.7M +8% 7.62% 49.1% 226 18.14% 2.2
Dynamo Internacional Gestao de Recursos
4806
Dynamo Internacional Gestao de Recursos
Brazil
$281M -$25.9M -8% 32% 34.1% 10 50% 4
Silphium Asset Management
4807
Silphium Asset Management
United Kingdom
$281M +$157M +126% 11.1% 118% 37 27.03% 1.4
FC
4808
Fore Capital
New York
$281M +$111M +66% 3.69% 25.4% 66 68.18% 0.7
First Sabrepoint Capital Management
4809
First Sabrepoint Capital Management
Texas
$281M +$11.2M +4% 14.7% 218% 48 50% 1
Thomas J. Herzfeld Advisors
4810
Thomas J. Herzfeld Advisors
Florida
$280M -$13.6M -5% 1.75% 17.7% 144 36.11% 4.3
Consilio Wealth Advisors
4811
Consilio Wealth Advisors
Washington
$280M +$40.9M +17% 12.9% 66.4% 89 23.6% 1.7
NAH
4812
Neumann Advisory (HK)
Hong Kong
$280M +$47.6M +20% 22.6% 77.3% 10 10% 4.6
FSB Premier Wealth Management
4813
FSB Premier Wealth Management
Iowa
$280M +$23.9M +9% 7.43% 53.9% 216 6.02% 2.7
Tranquility Partners
4814
Tranquility Partners
Tennessee
$280M +$21.1M +8% 8.43% 77.3% 221 8.14% 3.7
Clarity Capital Partners
4815
Clarity Capital Partners
California
$280M +$32M +13% 26.1% – 136 27.21% 1.1
Baker Tilly Wealth Management
4816
Baker Tilly Wealth Management
Wisconsin
$280M +$24.9M +10% 11.8% 96.9% 251 12.35% 3.3
Idaho Trust Bank
4817
Idaho Trust Bank
Idaho
$280M +$34.5M +14% 7.04% 47.5% 112 16.96% 0.8
Creative Capital Management Investments
4818
Creative Capital Management Investments
California
$280M +$20.7M +8% 6.94% 53.6% 316 26.27% 1.3
Solus Alternative Asset Management
4819
Solus Alternative Asset Management
New Jersey
$280M -$10.3M -4% 0.69% 79.3% 9 0% 3.3
Bell & Brown Wealth Advisors
4820
Bell & Brown Wealth Advisors
California
$280M +$23.2M +9% 13.5% 125% 72 6.94% 5.5
Ameliora Wealth Management
4821
Ameliora Wealth Management
Switzerland
$280M +$13.8M +5% 8.17% 73.9% 244 14.75% 1.7
Yukon Wealth Management
4822
Yukon Wealth Management
Kansas
$280M +$38.7M +16% 11.4% – 122 20.49% 0.2
Dorval Corp
4823
Dorval Corp
Minnesota
$280M +$31M +12% 4.19% – 41 14.63% 1.1
Davis Investment Partners
4824
Davis Investment Partners
North Carolina
$279M +$53.4M +24% 11.2% 88.9% 167 18.56% 1.4
Sara-Bay Financial
4825
Sara-Bay Financial
Florida
$279M +$52.7M +23% 52.9% 233% 88 27.27% 3