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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)
SHFP
5001
Second Half Financial Partners
Florida
$169M +$15.3M +10% 1.67% 36.8% 48 29.17% 0.8
HCM
5002
Hall Capital Management
Rhode Island
$169M +$2.19M +1% 2.85% – 93 2.15% 5.5
Rainsberger Wealth Advisors
5003
Rainsberger Wealth Advisors
Colorado
$169M +$11.4M +7% 5.22% – 76 3.95% 1
Commonwealth Retirement Investments
5004
Commonwealth Retirement Investments
Virginia
$169M +$3.61M +2% 2.24% 96.7% 71 22.54% 0.2
SST
5005
S Squared Technology
New York
$168M +$20.6M +14% 17.7% 223% 35 17.14% 3.2
Snow Lake Management
5006
Snow Lake Management
California
$168M – – 7.4% – 7 – 0
Saiph Capital
5007
Saiph Capital
New Jersey
$168M +$23M +16% 6.99% 52.4% 38 7.89% 1.1
IMS Capital Management
5008
IMS Capital Management
Oregon
$168M +$11.4M +7% 12.2% 119% 151 19.21% 4.2
Systrade
5009
Systrade
Liechtenstein
$168M +$52.2M +45% 0.53% 152% 10 10% 0.2
Sterling Investment Counsel
5010
Sterling Investment Counsel
New York
$168M +$6.47M +4% 9.3% 93.8% 165 13.33% 1
Act Wealth Management
5011
Act Wealth Management
Texas
$168M +$9.9M +6% 5.39% 70% 47 17.02% 1.5
Bayshore Asset Management
5012
Bayshore Asset Management
Florida
$168M +$12.7M +8% 4.08% 66.1% 34 8.82% 0.9
AAG
5013
Avalon Advisory Group
Pennsylvania
$168M +$13.1M +8% 5.57% 46% 7 0% 3.2
CVS Health
5014
CVS Health
Rhode Island
$168M +$52M +45% 2.6% 50% 10 50% 0.7
Harbor Group
5015
Harbor Group
New Hampshire
$168M +$12.5M +8% 6.63% 43% 66 15.15% 1.4
Ironwood Wealth Management (West Virginia)
5016
Ironwood Wealth Management (West Virginia)
West Virginia
$168M -$3.07M -2% 2.33% 38.1% 24 0% 1.7
Morton Brown Family Wealth
5017
Morton Brown Family Wealth
Pennsylvania
$168M +$21M +14% 4.92% 54.5% 299 49.16% 0.6
PCR
5018
Potrero Capital Research
California
$168M +$16.4M +11% 22.8% 226% 33 36.36% 0.8
Field & Main Bank
5019
Field & Main Bank
Kentucky
$168M +$12.5M +8% 9.51% 107% 274 5.47% 4.8
Verity Asset Management
5020
Verity Asset Management
North Carolina
$168M +$50.6M +43% 5.88% 87% 192 19.27% 2.4
FIDELIS iM
5021
FIDELIS iM
Oregon
$168M +$14.2M +9% 3.26% 44.8% 22 18.18% 1.4
AA
5022
Alta Advisers
United Kingdom
$168M +$528K +0.3% 7.99% 129% 386 2.07% 0.5
Pinnacle Financial Group
5023
Pinnacle Financial Group
Illinois
$167M +$26M +18% 3.48% 59.1% 68 8.82% 1
BancFirst Trust & Investment Management
5024
BancFirst Trust & Investment Management
Oklahoma
$167M -$7.2M -4% 2.76% 44.1% 45 8.89% 1
Wealthstream Advisors
5025
Wealthstream Advisors
New York
$167M +$14M +9% 6.75% 88.2% 82 10.98% 0.9