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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)
Red Lighthouse Investment Management
4926
Red Lighthouse Investment Management
New York
$245M -$7.42M -3% 2.71% 71.1% 113 7.96% 2
Greenhaven Road Investment Management
4927
Greenhaven Road Investment Management
Connecticut
$245M -$380M -61% 8.99% 70.2% 22 31.82% 1.6
Kercheville Advisors
4928
Kercheville Advisors
Texas
$245M -$12.4M -5% 4.79% 261% 105 25.71% 2.4
CRCM LP
4929
CRCM LP
California
$245M -$646K -0.3% 8.97% – 7 28.57% 0.5
Idaho Trust Bank
4930
Idaho Trust Bank
Idaho
$245M +$46.8M +24% 0.18% 50.5% 106 35.85% 0.6
Presidio Capital Management
4931
Presidio Capital Management
California
$245M +$58.5M +31% 0.58% 56.1% 87 33.33% 1.2
LifeGuide Financial Advisors
4932
LifeGuide Financial Advisors
Pennsylvania
$245M +$11.9M +5% 1.72% 35.4% 44 13.64% 2.3
Kaye Capital Management
4933
Kaye Capital Management
California
$245M +$24.5M +11% 1.22% – 47 23.4% 1.4
Northern Right Capital Management
4934
Northern Right Capital Management
Connecticut
$245M -$25.5M -9% 4.78% 187% 28 32.14% 2.2
WOCP
4935
White Oak Capital Partners
Singapore
$245M +$63.7M +35% 3.94% – 15 6.67% 0.2
Leverty Financial Group
4936
Leverty Financial Group
Wisconsin
$245M +$48.1M +24% 0.57% 57.3% 46 23.91% 1.7
Orion Investment Company
4937
Orion Investment Company
Missouri
$245M -$6.07M -2% 3.71% – 69 7.25% 0.7
Lazari Capital Management
4938
Lazari Capital Management
California
$245M -$6.29M -3% 3.25% 145% 163 11.04% 1.3
AmeriFlex Group
4939
AmeriFlex Group
Nevada
$245M +$26.2M +12% 1.36% – 1,326 14.71% 0.2
Investment Management Associates
4940
Investment Management Associates
Colorado
$244M +$15.3M +7% 9.71% 50.4% 29 27.59% 2.6
Henrickson Nauta Wealth Advisors
4941
Henrickson Nauta Wealth Advisors
Michigan
$244M -$1.69M -0.7% 0.68% 61.6% 84 9.52% 2.3
Sachetta
4942
Sachetta
Massachusetts
$244M -$9.34M -4% 2.23% – 1,225 11.67% 1.1
Elmwood Wealth Management
4943
Elmwood Wealth Management
California
$244M -$4.04M -2% 0.46% 42.1% 132 6.06% 3.7
MP
4944
Mediatel Partners
Texas
$244M +$1.52M +0.6% 1.16% 11.6% 3 0% 8.8
Leisure Capital Management
4945
Leisure Capital Management
California
$244M -$11.6M -5% 2.62% 111% 150 15.33% 5.2
Invesco LLC (Illinois)
4946
Invesco LLC (Illinois)
Illinois
$243M -$7.61M -3% 2% 122% 163 27.61% 1.5
Northwest Capital Management
4947
Northwest Capital Management
Oregon
$243M +$10.1M +4% 0.56% 57% 447 3.36% 2.2
FP
4948
FFG Partners
Florida
$243M -$42.4M -15% 0.3% 277% 37 45.95% 0.8
FullCircle Wealth
4949
FullCircle Wealth
Texas
$243M -$1.53M -0.6% 0.12% – 267 26.22% 0.5
One Degree Advisors
4950
One Degree Advisors
California
$243M -$2.97M -1% 0.87% 54.1% 64 7.81% 1