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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)
Sandy Cove Advisors
5026
Sandy Cove Advisors
Massachusetts
$217M +$21.8M +11% 8.58% 78% 134 20.15% 1.4
Exeter Financial
5027
Exeter Financial
Arizona
$217M +$10.7M +5% 5.9% 59.1% 91 4.4% 4.7
Mountaineer Partners Management
5028
Mountaineer Partners Management
New York
$217M +$19.8M +10% 9.87% 158% 16 12.5% 1.1
MS
5029
Madden Securities
Texas
$217M +$27.7M +15% 19% 108% 111 29.73% 2.4
325 Capital
5030
325 Capital
New York
$217M +$14.7M +7% 14.4% 226% 13 7.69% 1.3
Sterling Investment Counsel
5031
Sterling Investment Counsel
New York
$217M +$20.6M +10% 9.12% 93.8% 176 13.64% 1.5
Concentrum Wealth Management
5032
Concentrum Wealth Management
California
$217M +$25M +13% 22.9% 174% 74 16.22% 2.5
Marathon Asset Management (New York)
5033
Marathon Asset Management (New York)
New York
$216M -$7.51M -3% 7.91% 490% 12 50% 1.9
Centennial Wealth Advisory
5034
Centennial Wealth Advisory
Michigan
$216M +$20.9M +11% 6.35% 63% 143 12.59% 1.6
Traveka Wealth
5035
Traveka Wealth
California
$216M +$17.6M +9% 7.02% 78.1% 143 20.28% 0.2
GL
5036
GHE LLC
Tennessee
$216M +$51.2M +31% 41.3% 188% 53 0% 2.1
Mendel Money Management
5037
Mendel Money Management
Illinois
$216M +$8.05M +4% 6.78% 88.8% 133 6.77% 3.6
Anchorage Capital Advisors
5038
Anchorage Capital Advisors
New York
$216M – – 0.51% – 6 – 0
Cipher Capital
5039
Cipher Capital
New York
$216M -$92.6M -30% 7.71% – 654 63.3% 0.3
Dorval Corp
5040
Dorval Corp
Minnesota
$216M +$7.09M +3% 3.87% 29.6% 27 3.7% 0.2
Scarborough Advisors
5041
Scarborough Advisors
Maryland
$216M -$270M -56% 7.92% 63.3% 763 48.62% 0.3
Landmark Wealth Management (New York)
5042
Landmark Wealth Management (New York)
New York
$216M +$12.7M +6% 4.4% 42.7% 75 5.33% 1.2
DS
5043
Dalal Street
Texas
$216M -$32.4M -13% 4.17% 92.7% 4 0% 0.6
Jacobsen Capital Management
5044
Jacobsen Capital Management
Utah
$216M +$17.8M +9% 8.47% 97.3% 99 23.23% 1.8
Red Spruce Capital
5045
Red Spruce Capital
Pennsylvania
$216M +$20.8M +11% 9.98% 98.4% 91 13.19% 3.2
Gunderson Capital Management
5046
Gunderson Capital Management
South Carolina
$215M +$40.3M +23% 30.8% 961% 59 50.85% 0.7
EnerVest
5047
EnerVest
Texas
$215M +$38.7M +22% 21.9% 20.5% 1 0% 5.3
IMS Capital Management
5048
IMS Capital Management
Oregon
$215M +$11.5M +6% 10.9% 119% 160 20.63% 4.7
WWS
5049
Wellington Wealth Strategies
Indiana
$215M +$96.7M +82% 9.88% – 186 69.89% 1.2
Saiph Capital
5050
Saiph Capital
New Jersey
$215M +$17.4M +9% 7.33% 52.4% 55 29.09% 1.2