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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)
Your Advocates Ltd
4976
Your Advocates Ltd
Texas
$252M -$2.89M -1% 2.82% 53.6% 245 19.59% 2.5
Dorval Corp
4977
Dorval Corp
Minnesota
$252M +$8.2M +3% 2.07% 29.6% 34 14.71% 0.8
Pinion Investment Advisors
4978
Pinion Investment Advisors
Kansas
$251M +$12.5M +5% 2.85% 81.7% 167 14.97% 3
Addison Capital
4979
Addison Capital
Pennsylvania
$251M +$3.39M +1% 1.32% 59.7% 142 5.63% 4.4
Heathbridge Capital Management
4980
Heathbridge Capital Management
Ontario, Canada
$251M -$11.9M -5% 4.99% 73.6% 32 18.75% 4.9
Roth Financial Partners
4981
Roth Financial Partners
Texas
$251M +$770K +0.3% 2.2% 61% 32 3.13% 2.8
Invesco LLC (Illinois)
4982
Invesco LLC (Illinois)
Illinois
$251M +$401K +0.2% 1.36% 122% 162 10.49% 1.3
CGC Financial Services
4983
CGC Financial Services
Oregon
$251M +$1.56M +0.6% 2.1% 46% 358 6.15% 1.4
Lazari Capital Management
4984
Lazari Capital Management
California
$251M +$17.1M +7% 6.11% 145% 166 12.05% 1.1
SWMG LLC
4985
SWMG LLC
Texas
$251M +$8.7M +4% 1.13% 68.7% 122 9.02% 1.6
Orion Investment Company
4986
Orion Investment Company
Missouri
$251M -$6.57M -3% 11.9% – 66 1.52% 0.5
Cumberland Advisors
4987
Cumberland Advisors
Florida
$251M -$1.04M -0.4% 0.16% 80.7% 50 6% 4.5
Ararat Capital Management
4988
Ararat Capital Management
Connecticut
$251M -$39.2M -14% 3.61% 99.2% 19 21.05% 1.7
Pension & Wealth Management Advisors
4989
Pension & Wealth Management Advisors
Massachusetts
$250M +$55.4M +28% 0.95% 49.9% 503 30.62% 1
Capasso Planning Partners
4990
Capasso Planning Partners
South Carolina
$250M -$88.6M -26% 0.29% 51.6% 164 48.78% 1.6
MS
4991
Madden Securities
Texas
$250M +$18M +8% 7.54% 108% 120 20% 2.4
Compass Rose Asset Management
4992
Compass Rose Asset Management
New York
$250M +$135M +117% 8.67% 41% 20 60% 0.2
Praetorian PR
4993
Praetorian PR
Puerto Rico
$250M -$7.27M -3% 18.7% 80.3% 26 53.85% 0.6
Barometer Capital Management
4994
Barometer Capital Management
Ontario, Canada
$250M -$97M -28% 0.36% 339% 201 53.73% 0.6
Stevens Capital Management
4995
Stevens Capital Management
Pennsylvania
$250M -$453M -64% 1.32% 108% 395 67.59% 0.3
Stonehearth Capital Management
4996
Stonehearth Capital Management
Massachusetts
$249M -$2.17M -0.9% 1.46% 87.5% 84 14.29% 3.2
FSB Premier Wealth Management
4997
FSB Premier Wealth Management
Iowa
$249M +$5.36M +2% 0.78% 53.9% 215 8.37% 2.3
Arosa Capital Management
4998
Arosa Capital Management
Florida
$249M -$8.94M -3% 14.8% 536% 59 66.1% 0.4
Valor Management
4999
Valor Management
Illinois
$249M -$225M -48% 12.8% 14.5% 5 40% 1.5
Brown Financial Advisors
5000
Brown Financial Advisors
Ohio
$249M +$6.07M +2% 0.16% – 139 20.14% 0.4