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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)
Orion Capital Management
5026
Orion Capital Management
California
$237M +$9.6M +4% 2.57% 75.3% 507 13.81% 1
Stone Run Capital
5027
Stone Run Capital
New York
$237M -$17.2M -7% 0.7% 77.8% 72 13.89% 7.1
TTP Investments
5028
TTP Investments
California
$237M -$48.8M -17% 7.09% 232% 41 19.51% 2
IGYL
5029
I.G.Y. Ltd
United Kingdom
$237M -$2.81M -1% 0.63% 80.5% 3 0% 5
Lokken Investment Group
5030
Lokken Investment Group
Delaware
$237M +$5.61M +2% 0.91% 65.3% 149 18.12% 2.4
Rossby Financial
5031
Rossby Financial
Florida
$237M +$75.5M +47% 0.17% – 1,084 82.1% 0
Biltmore Wealth Management
5032
Biltmore Wealth Management
Arizona
$237M -$3.07M -1% 0.29% 59.8% 59 8.47% 3.9
Theory Financial
5033
Theory Financial
Colorado
$237M -$2.05M -0.9% 0.03% 54.5% 89 25.84% 1.4
Rivermont Capital Management
5034
Rivermont Capital Management
New York
$237M -$28.5M -11% 1.78% 555% 23 39.13% 1
Wela Strategies
5035
Wela Strategies
Georgia
$237M +$4.89M +2% 0.77% 51.3% 75 60% 2.6
William Marsh Rice University
5036
William Marsh Rice University
Texas
$237M +$21.7M +10% 1.26% 1.81% 4 50% 2.8
Maestria Partners
5037
Maestria Partners
Georgia
$237M -$15.7M -6% 12.5% – 15 13.33% 0.2
Gold Investment Management
5038
Gold Investment Management
Alberta, Canada
$237M -$461K -0.2% 1.53% 117% 218 2.29% 1.2
BHK Investment Advisors
5039
BHK Investment Advisors
Alabama
$237M -$29.9M -11% 2.28% 54.6% 62 4.84% 4.6
KKM Financial
5040
KKM Financial
Illinois
$237M -$3.38M -1% 0.28% – 155 7.74% 1
BIP Alliance
5041
BIP Alliance
Georgia
$236M +$55K +0% 2.1% – 51 9.8% 0.2
Annis Gardner Whiting Capital Advisors
5042
Annis Gardner Whiting Capital Advisors
Florida
$236M -$121M -34% 0.85% 85% 838 19.81% 1.2
Stableford Capital II
5043
Stableford Capital II
Arizona
$236M -$16.6M -7% 2.61% 66.9% 136 25% 1.6
Siligmueller & Norvid Wealth Advisors
5044
Siligmueller & Norvid Wealth Advisors
Illinois
$236M +$1.84M +0.8% 1.18% – 95 5.26% 0.2
Westshore Wealth
5045
Westshore Wealth
California
$236M -$10.5M -4% 3.59% 58.8% 102 16.67% 2.9
Deepwater Asset Management
5046
Deepwater Asset Management
Minnesota
$236M -$70.1M -23% 17.1% 142% 25 24% 1.2
BWM Planning
5047
BWM Planning
Texas
$236M +$6.47M +3% 0.22% – 79 6.33% 0.5
Texas Bank & Trust
5048
Texas Bank & Trust
Texas
$236M -$6.38M -3% 0.06% – 184 8.7% 0.2
Mad River Investors
5049
Mad River Investors
Massachusetts
$236M +$20.8M +10% 12.8% 169% 27 14.81% 4
Absolute Gestao de Investimentos
5050
Absolute Gestao de Investimentos
Brazil
$236M -$511K -0.2% 4.06% – 70 74.29% 0.2