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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)
Equinox Partners Investment Management
4901
Equinox Partners Investment Management
Connecticut
$181M +$58.6M +48% 5.09% 241% 15 13.33% 1.7
GA
4902
Greytown Advisors
Florida
$181M -$3.1M -2% 3.71% 14.1% 93 15.05% 4
Leeward Financial Partners
4903
Leeward Financial Partners
Washington
$181M +$6.74M +4% 3.3% 97.9% 87 18.39% 1.2
Libra Wealth
4904
Libra Wealth
California
$181M -$2.51M -1% 3.58% 58.2% 52 3.85% 1.2
7G Capital Management
4905
7G Capital Management
New York
$181M -$13.4M -7% 6.46% 137% 9 0% 1.5
Essential Planning
4906
Essential Planning
New Hampshire
$181M +$5.18M +3% 2.77% 40.9% 64 15.63% 0.7
Cassady Schiller Wealth Management
4907
Cassady Schiller Wealth Management
Ohio
$180M -$3.66M -2% 3.54% 21.8% 489 12.07% 0.9
Thrive Capital Management (Pennsylvania)
4908
Thrive Capital Management (Pennsylvania)
Pennsylvania
$180M +$5.09M +3% 3.63% 65.3% 149 16.78% 1.4
Savoir Faire Capital Management
4909
Savoir Faire Capital Management
Connecticut
$180M – – 9.22% 1.22% 48 – 0
Nucleo Capital
4910
Nucleo Capital
Brazil
$180M -$28.6M -14% 14.8% 116% 3 0% 1.4
NKCFO LLC
4911
NKCFO LLC
Illinois
$180M -$36.9M -17% 0.5% 211% 98 31.63% 1.5
Nixon Capital
4912
Nixon Capital
Texas
$180M -$12.4M -6% 2.23% 118% 28 46.43% 1.5
OGF
4913
Orin Green Financial
California
$180M -$11.2M -6% 4.28% 59.1% 80 13.75% 2
Foresite Capital Management IV
4914
Foresite Capital Management IV
California
$180M -$23.4M -11% 6.79% 151% 7 0% 2.6
Wilshire Advisors
4915
Wilshire Advisors
California
$180M -$8.65M -5% 3.87% 118% 10 10% 2.5
Westshore Wealth
4916
Westshore Wealth
California
$180M -$16M -8% 5.28% 58.8% 111 18.02% 2
Soundmark Wealth Management
4917
Soundmark Wealth Management
Washington
$180M +$655K +0.4% 3.5% 17.2% 65 12.31% 2.1
Taylor Frigon Capital Management
4918
Taylor Frigon Capital Management
Arizona
$180M -$24.9M -12% 8.03% 152% 92 9.78% 4
3G Capital Partners
4919
3G Capital Partners
New York
$180M +$80.9M +82% 9.73% 351% 16 43.75% 0.6
ODFS
4920
O'Donnell Financial Services
California
$180M +$14.3M +9% 1.1% 61% 31 29.03% 0.9
Guinness Atkinson Asset Management
4921
Guinness Atkinson Asset Management
California
$180M -$9.05M -5% 1.87% 132% 109 7.34% 5.1
FSB Premier Wealth Management
4922
FSB Premier Wealth Management
Iowa
$180M -$4.49M -2% 3.2% 53.9% 162 6.79% 1.9
Foresight Global Investors
4923
Foresight Global Investors
New York
$180M -$5.62M -3% 3.34% 69.9% 47 27.66% 0.4
Maytus Capital Management
4924
Maytus Capital Management
New York
$180M -$23.5M -12% 0.21% 442% 60 60% 0.5
Retirement Planning Company of New England
4925
Retirement Planning Company of New England
Rhode Island
$180M +$6.11M +4% 3.25% 125% 239 20.5% 1.5