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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)
Santori & Peters Inc
4826
Santori & Peters Inc
Pennsylvania
$252M +$18.1M +8% 9.15% 103% 66 13.64% 3.4
11 Capital Partners
4827
11 Capital Partners
Connecticut
$252M -$5.78M -2% 6.97% 101% 17 17.65% 1.5
Stonebridge Capital Management
4828
Stonebridge Capital Management
California
$252M +$17.5M +7% 5.25% – 86 6.98% 8.2
Henrickson Nauta Wealth Advisors
4829
Henrickson Nauta Wealth Advisors
Michigan
$252M +$17.7M +8% 8.01% 61.6% 86 16.28% 1.8
KLP
4830
Kent Lake PR
Puerto Rico
$252M – – 6.74% – 49 – 0
First Washington Corp
4831
First Washington Corp
Washington
$252M -$18.4M -7% 6.1% 142% 62 16.13% 4.1
Client 1st Advisory Group
4832
Client 1st Advisory Group
Florida
$252M +$19.4M +8% 5.18% 64.5% 127 11.02% 2.5
Intel Corp
4833
Intel Corp
California
$252M -$253M -50% 7.83% 9.79% 4 25% 1.9
Cumberland Advisors
4834
Cumberland Advisors
Florida
$252M +$7.43M +3% 6.99% 80.7% 53 9.43% 4.5
Peloton Wealth Strategists
4835
Peloton Wealth Strategists
Indiana
$252M +$8.54M +4% 5.13% 51.3% 96 7.29% 3.4
Stonehearth Capital Management
4836
Stonehearth Capital Management
Massachusetts
$252M +$18M +8% 7.15% 87.5% 83 12.05% 3.1
Fi3 Financial Advisors
4837
Fi3 Financial Advisors
Indiana
$252M +$24.3M +11% 4.99% 83.1% 113 23.01% 1.5
Daventry Group
4838
Daventry Group
New York
$251M +$27.5M +12% 7.45% 26.2% 10 20% 1.5
CAGAS
4839
Capital Advisory Group Advisory Services
Minnesota
$251M +$17.4M +7% 6.19% 54.8% 158 9.49% 2.2
Machina Capital
4840
Machina Capital
France
$251M +$28.4M +13% 8.61% 34.8% 373 58.45% 0.4
Crescent Park Management
4841
Crescent Park Management
California
$251M +$35.9M +17% 12.9% 87% 37 32.43% 1.6
Argyle Capital Management
4842
Argyle Capital Management
Pennsylvania
$251M +$8.16M +3% 7.89% 106% 124 1.61% 8.7
Long Road Investment Counsel
4843
Long Road Investment Counsel
Michigan
$251M +$21.5M +9% 10.6% 53.8% 72 2.78% 7.9
Milestones Administradora de Recursos
4844
Milestones Administradora de Recursos
Brazil
$251M +$13.1M +5% 0.51% 116% 32 21.88% 1
Mithaq Capital SPC
4845
Mithaq Capital SPC
Saudi Arabia
$251M +$52.2M +26% 40% 27.4% 5 20% 1.3
Watershed Private Wealth
4846
Watershed Private Wealth
Illinois
$251M +$15.7M +7% 5.57% 80.3% 127 18.11% 1.2
Sculati Wealth Management
4847
Sculati Wealth Management
Michigan
$251M +$16.7M +7% 7.19% 80.3% 112 10.71% 3.3
Invesco LLC (Illinois)
4848
Invesco LLC (Illinois)
Illinois
$251M +$11.4M +5% 6.96% 122% 159 8.18% 1.1
Moseley Investment Management
4849
Moseley Investment Management
Florida
$251M +$35.3M +16% 6.61% 96.6% 157 10.83% 3.4
Roth Financial Partners
4850
Roth Financial Partners
Texas
$250M +$18.7M +8% 6.33% 61% 32 3.13% 2.6