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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)
Singapore Technologies Telemedia
5076
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 41.1% 173% 1 0% 6.3
Leeward Financial Partners
5077
Leeward Financial Partners
Washington
$174M +$10.7M +7% 8.91% 97.9% 86 19.77% 1
Channel Wealth
5078
Channel Wealth
California
$174M +$18.6M +12% 5.25% 59.3% 214 19.63% 0.2
Vantage Consulting Group
5079
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 2.39% 261% 237 11.39% 1.9
Theory Financial
5080
Theory Financial
Colorado
$174M +$7M +4% 2.87% 54.5% 64 12.5% 1.1
Bennett Selby Investments
5081
Bennett Selby Investments
Maine
$174M +$21M +14% 12.3% 82.1% 55 3.64% 2
Ironwood Investment Management
5082
Ironwood Investment Management
Massachusetts
$174M +$13.6M +8% 21.5% 164% 170 5.88% 5.9
Sharper & Granite
5083
Sharper & Granite
California
$174M +$6.94M +4% 3.6% 47.1% 100 4% 0.5
ARIS
5084
Advanced Research Investment Solutions
California
$174M -$1.02M -0.6% 0.3% 13.1% 34 38.24% 1.3
Kelleher Financial Advisors
5085
Kelleher Financial Advisors
New York
$174M +$22.1M +15% 11.2% 72.4% 117 12.82% 3.7
Reliant Investment Management
5086
Reliant Investment Management
Tennessee
$174M +$15.1M +10% 7.71% 129% 65 26.15% 2.6
Retirement Planning Company of New England
5087
Retirement Planning Company of New England
Rhode Island
$173M +$8.77M +5% 7.13% 125% 234 8.12% 1.3
EnerVest
5088
EnerVest
Texas
$173M -$8.13M -4% 4.48% 20.5% 1 0% 4.5
Vigilare Wealth Management
5089
Vigilare Wealth Management
Arizona
$173M -$3.82M -2% 4.11% 56.9% 106 13.21% 2.4
Gallacher Capital Management
5090
Gallacher Capital Management
Colorado
$173M +$6.48M +4% 4.99% 70.7% 289 37.37% 0.4
Ceera Investments
5091
Ceera Investments
Texas
$173M +$16.5M +10% 7.86% 47.9% 80 16.25% 1.3
Beta Wealth Group
5092
Beta Wealth Group
California
$173M -$1.75M -1% 3.12% 45.4% 107 13.08% 1.4
Tanglewood Legacy Advisors
5093
Tanglewood Legacy Advisors
Texas
$173M +$16.2M +10% 6.73% 61.1% 287 4.18% 0.5
CNBT
5094
Cornerstone National Bank & Trust
Illinois
$173M -$10.6M -6% 1.57% 38.5% 57 5.26% 3
Investment Research & Advisory Group
5095
Investment Research & Advisory Group
Georgia
$173M +$16.9M +11% 11.9% 105% 226 12.39% 2.1
Affinity Investment Advisors
5096
Affinity Investment Advisors
California
$173M -$14.3M -8% 6.8% 189% 212 22.64% 2.4
Hubbell Strickland Wealth Management
5097
Hubbell Strickland Wealth Management
Louisiana
$173M +$7.94M +5% 5.1% 56.8% 71 7.04% 2.8
Retirement Guys Formula
5098
Retirement Guys Formula
Ohio
$173M +$33M +24% 4.68% 70.2% 128 9.38% 1.1
Barrett & Company
5099
Barrett & Company
Rhode Island
$172M +$14.6M +9% 6.96% 83.6% 621 5.31% 0.7
Lansing Street Advisors
5100
Lansing Street Advisors
Pennsylvania
$172M +$12.7M +8% 5.77% – 309 11.97% 1.1