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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)
Miramontes Capital
5026
Miramontes Capital
California
$289M -$4.77M -2% 0.25% – 133 13.53% 0.2
Lumbard & Kellner
5027
Lumbard & Kellner
New Hampshire
$289M +$3.03M +1% 8.38% 137% 106 12.26% 3.2
Whetstone Capital Advisors
5028
Whetstone Capital Advisors
Kansas
$288M -$32.2M -10% 17.1% 282% 65 30.77% 1.2
Realta Investment Advisors
5029
Realta Investment Advisors
Delaware
$288M -$17.2M -6% 1.31% 151% 407 24.82% 2.7
New Wave Wealth Advisors
5030
New Wave Wealth Advisors
Arkansas
$288M +$14.9M +5% 2.06% – 230 37.39% 0.9
Enzi Wealth
5031
Enzi Wealth
Texas
$288M +$4.47M +2% 4.12% 77% 74 8.11% 2.5
WrapManager Inc
5032
WrapManager Inc
California
$288M -$7.91M -3% 2.22% 64.6% 147 12.93% 5.5
ticino wealth
5033
ticino wealth
California
$288M +$17.9M +7% 4.97% – 143 6.29% 0.2
Financial Connections Group
5034
Financial Connections Group
California
$288M -$3.33M -1% 2.21% 44.4% 264 15.91% 2.2
Marnell Management
5035
Marnell Management
Michigan
$288M +$81.4M +39% 15.3% – 83 38.55% 0.2
HIS
5036
Horizon Investment Services
Indiana
$288M +$9.6M +3% 2.41% 250% 158 25.32% 3.1
Forza Wealth Management
5037
Forza Wealth Management
Florida
$287M +$10.9M +4% 2.99% 69.8% 191 5.76% 2.6
Lazari Capital Management
5038
Lazari Capital Management
California
$287M -$10.2M -3% 2.63% 145% 180 11.11% 1.9
PSquared Asset Management
5039
PSquared Asset Management
Switzerland
$287M +$73.5M +34% 7.81% 178% 20 65% 0.2
Encompass Wealth Advisors
5040
Encompass Wealth Advisors
Oregon
$287M -$6.51M -2% 0.88% 68.7% 106 10.38% 3.9
Wealth Management Resources
5041
Wealth Management Resources
Rhode Island
$287M +$3.16M +1% 0.89% 37.7% 30 13.33% 3.3
Extract Advisors
5042
Extract Advisors
California
$287M -$98.6M -26% 14.3% – 41 63.41% 0.1
GoodHaven Capital Management
5043
GoodHaven Capital Management
New Jersey
$287M -$21.8M -7% 2.43% 80.7% 27 7.41% 5.8
Shaker Financial Services
5044
Shaker Financial Services
Virginia
$287M -$28.6M -9% 5.08% 12.9% 180 27.78% 2.3
Iams Wealth Management
5045
Iams Wealth Management
Nebraska
$287M +$9.8M +4% 0.61% 57.7% 202 15.35% 1.5
SA
5046
Skyline Advisors
Washington
$287M -$12.9M -4% 2.28% 52% 128 25% 1.4
Avaii Wealth Management
5047
Avaii Wealth Management
Wisconsin
$287M +$10.6M +4% 0.35% 100% 171 23.39% 1.9
Mayfair Advisory Group
5048
Mayfair Advisory Group
Alabama
$286M +$28.9M +11% 0.24% 71.5% 184 8.7% 3
Investment Research & Advisory Group
5049
Investment Research & Advisory Group
Georgia
$286M -$15.8M -5% 4.48% 105% 297 14.14% 2.9
Mills Wealth Advisors
5050
Mills Wealth Advisors
Texas
$286M +$32.7M +13% 0.81% 37.9% 86 25.58% 1.6