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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)
Tandem Wealth Advisors
5076
Tandem Wealth Advisors
Arizona
$157M – – 6.95% 43.1% 83 – 0
SC
5077
Schiavi & Co
Delaware
$157M +$19.3M +14% 11% 41.4% 21 28.57% 1
AA
5078
AF Advisors
California
$157M -$1.21K -0% 43.8% 76.5% 15 0% 1.8
Riverwood Capital Management
5079
Riverwood Capital Management
California
$157M -$24.3M -13% 26.4% 46.5% 4 0% 0.9
Cabot-Wellington
5080
Cabot-Wellington
Massachusetts
$157M +$9.18M +6% 10.1% 65% 6 33.33% 4.3
Rainsberger Wealth Advisors
5081
Rainsberger Wealth Advisors
Colorado
$157M +$11.6M +8% 8.5% – 80 15% 0.8
ACT Advisors
5082
ACT Advisors
North Carolina
$157M +$13.7M +10% 6.43% 75.4% 39 38.46% 1
Red Spruce Capital
5083
Red Spruce Capital
Pennsylvania
$157M +$14.6M +10% 9.27% 98.4% 88 4.55% 2.5
Briggs Advisory Group
5084
Briggs Advisory Group
Rhode Island
$157M +$23.7M +18% 9.53% – 55 16.36% 0.8
HIC
5085
Harbor Island Capital
Massachusetts
$157M +$14M +10% 11.9% 218% 15 0% 4.4
Kennedy Investment Group
5086
Kennedy Investment Group
New Jersey
$157M – – 6.4% 95.4% 116 – 0
Sitrin Capital Management
5087
Sitrin Capital Management
California
$157M +$5.05M +3% 11.4% 139% 39 10.26% 3
IMS Capital Management
5088
IMS Capital Management
Oregon
$157M +$12.1M +8% 9.46% 119% 153 22.88% 4
Capasso Planning Partners
5089
Capasso Planning Partners
South Carolina
$157M +$13.6M +10% 5.35% 51.6% 106 18.87% 0.7
One Advisory Partners
5090
One Advisory Partners
Kansas
$157M +$11.9M +8% 6.84% 58.3% 53 18.87% 1.1
Pavion Blue Capital
5091
Pavion Blue Capital
California
$157M +$17.3M +12% 11.8% 77.6% 95 6.32% 2.3
Granite Point Capital Management
5092
Granite Point Capital Management
Massachusetts
$157M -$90.2M -37% 10.7% 125% 132 53.79% 1.1
Colonial River Investments
5093
Colonial River Investments
Virginia
$157M +$13.2M +9% 9.48% 156% 195 17.95% 0.9
Register Financial Advisors
5094
Register Financial Advisors
Georgia
$157M – – 6.14% 130% 793 – 0
IP
5095
Isomer Partners
New York
$157M -$1.45M -0.9% 1.12% 57.2% 21 61.9% 0.9
Weitzel Financial Services
5096
Weitzel Financial Services
Iowa
$157M +$14.2M +10% 7.22% 46.3% 35 11.43% 1.7
Luken Investment Analytics
5097
Luken Investment Analytics
Tennessee
$157M – – 5.6% 47.6% 142 – 1.2
WAM
5098
Westport Asset Management
Connecticut
$157M -$1.4M -0.9% 12.9% 64.2% 74 6.76% 5.5
Consilio Wealth Advisors
5099
Consilio Wealth Advisors
Washington
$157M +$28.9M +23% 7.09% 66.4% 55 30.91% 0.6
SA
5100
Sunesis Advisors
Kansas
$156M +$11M +8% 7.19% – 41 4.88% 2.6