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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)
Plotkin Financial Advisors
4951
Plotkin Financial Advisors
Maryland
$107M – – 7.09% 95.3% 66 – 0
McNaughton Wealth Management
4952
McNaughton Wealth Management
California
$107M – – 2.95% 55.6% 47 – 0
Monashee Investment Management
4953
Monashee Investment Management
Massachusetts
$107M -$112M -51% 40.6% 520% 170 86.47% 0.2
JFG Wealth Management
4954
JFG Wealth Management
Colorado
$107M -$2.94M -3% 3.47% 65.2% 18 44.44% 0.8
Beam Wealth Advisors
4955
Beam Wealth Advisors
Louisiana
$107M – – 5.04% 59.7% 149 – 0
New Potomac Partners
4956
New Potomac Partners
Maryland
$107M +$7.2M +7% 8.28% 37.2% 140 5% 1.8
RK Asset Management
4957
RK Asset Management
Michigan
$107M +$3.99M +4% 7.85% 47.6% 19 5.26% 3.1
Fourthstone LLC
4958
Fourthstone LLC
Missouri
$107M – – 9.22% 104% 31 – 0
Lionsbridge Wealth Management
4959
Lionsbridge Wealth Management
Florida
$107M – – 5.58% 66% 363 – 0
Clearshares
4960
Clearshares
New York
$107M +$5.23M +5% 4.75% – 28 14.29% 1.5
JHCM
4961
Juniper Hill Capital Management
California
$107M – – 0.94% 33.6% 2 – 0
JVL Associates
4962
JVL Associates
Michigan
$107M -$15.4M -13% 8.97% 81% 41 2.44% 1.7
Game Plan Financial Advisors
4963
Game Plan Financial Advisors
Ohio
$107M – – 12.5% – 98 – 0
LLR Walnut
4964
LLR Walnut
Pennsylvania
$107M -$39.3M -27% 9.43% – 2 0% 0.3
SCA
4965
Strategic Capital Advisers
Colorado
$107M +$16.8M +19% 6.39% 51.4% 86 38.37% 1.4
Rosenthal Henry Capital Advisors
4966
Rosenthal Henry Capital Advisors
Indiana
$107M +$10.4M +11% 9.91% 91.9% 69 7.25% 2
Newfound Research
4967
Newfound Research
Massachusetts
$107M -$7.36M -6% 6.34% 54.6% 240 9.58% 2
Key Financial Inc
4968
Key Financial Inc
Pennsylvania
$107M – – 9.79% 55.5% 111 – 0
Mine & Arao Wealth Creation & Management
4969
Mine & Arao Wealth Creation & Management
California
$107M – – 9.13% 92% 239 – 0
Horizon Bancorp
4970
Horizon Bancorp
Indiana
$107M – – 6.7% 33.4% 272 – 0
PIG
4971
Pantheon Investment Group
California
$106M – – 8.85% – 75 – 0
Aevitas Wealth Management
4972
Aevitas Wealth Management
Massachusetts
$106M +$6.61M +7% 7.1% 36.4% 106 2.83% 1.9
Northern Right Capital Management
4973
Northern Right Capital Management
Connecticut
$106M +$30.9M +41% 17.9% 187% 27 51.85% 1.1
SC
4974
Spindletop Capital
New York
$106M -$1.17M -1% 10% – 8 0% 3.7
Cypress Capital Management (Wyoming)
4975
Cypress Capital Management (Wyoming)
Wyoming
$106M +$20.8M +24% 8.73% 161% 221 28.96% 2.6