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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)
Ruggaard & Associates
5126
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 5.5% 47.6% 122 11.48% 0.9
Biltmore Wealth Management
5127
Biltmore Wealth Management
Arizona
$210M $0 0% 6.87% 59.8% 53 0% 3.6
Taylor Frigon Capital Management
5128
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 10% 152% 89 6.74% 4.4
American Trust Investment Advisors
5129
American Trust Investment Advisors
New Hampshire
$210M +$17.4M +9% 11.8% 91% 92 13.04% 3.6
Horizon Bancorp
5130
Horizon Bancorp
Indiana
$210M +$5.37M +3% 2.18% 33.4% 252 5.95% 2.3
Samalin Investment Counsel
5131
Samalin Investment Counsel
New York
$210M +$11.9M +6% 7.84% 68.3% 293 12.29% 2.3
HC Advisors
5132
HC Advisors
Georgia
$210M +$31.2M +17% 6.64% 63.5% 95 12.63% 2.5
SI
5133
Saxon Interests
Texas
$210M +$10M +5% 9.59% 81.2% 211 23.22% 0.4
Grand Wealth Management
5134
Grand Wealth Management
Michigan
$210M +$25.5M +14% 6.26% 54.1% 78 14.1% 1.5
Commonwealth Retirement Investments
5135
Commonwealth Retirement Investments
Virginia
$209M +$20.7M +11% 9.42% 96.7% 90 18.89% 0.9
Reliant Wealth Planning
5136
Reliant Wealth Planning
Kentucky
$209M +$3.09M +1% 6.34% 39.4% 21 14.29% 0.9
Tradewinds LLC
5137
Tradewinds LLC
North Carolina
$209M – – 20.4% – 89 – 0.5
Hoxton Planning & Management
5138
Hoxton Planning & Management
West Virginia
$209M +$20.3M +11% 8.98% 77.8% 173 19.65% 0.9
Game Creek Capital
5139
Game Creek Capital
Massachusetts
$209M -$29.6M -12% 10.1% 176% 73 23.29% 3.1
Bull Street Advisors
5140
Bull Street Advisors
Georgia
$209M +$11.3M +6% 6.77% 48.5% 92 3.26% 4.1
CWM
5141
Capital Wealth Management
Rhode Island
$209M +$12.6M +6% 5.96% 51.3% 46 15.22% 2.6
Western Standard LLC
5142
Western Standard LLC
California
$209M +$58.6M +39% 7.71% 83.7% 37 51.35% 1
CCM
5143
Consolidated Capital Management
California
$209M +$21.1M +11% 15.8% 166% 46 10.87% 3.4
St. Johns Investment Management
5144
St. Johns Investment Management
Florida
$208M +$12.9M +7% 9.77% 91.9% 228 18.86% 5
High Ground Investment Management
5145
High Ground Investment Management
United Kingdom
$208M +$5.45M +3% 2.01% 11.1% 11 18.18% 0.8
IGYL
5146
I.G.Y. Ltd
United Kingdom
$208M +$28M +16% 15.6% 80.5% 3 0% 4
HI
5147
Handelsinvest Investeringsforvaltning
Denmark
$208M -$37M -15% 13.5% 37.9% 325 4.31% 0.7
Armor Investment Advisors
5148
Armor Investment Advisors
North Carolina
$208M +$18.7M +10% 7.7% 62% 174 12.64% 4
Matisse Capital
5149
Matisse Capital
Oregon
$208M +$20.2M +11% 8.38% 73.3% 213 18.78% 1.3
Caldwell Sutter Capital
5150
Caldwell Sutter Capital
California
$208M +$10.9M +6% 7.12% 79.5% 987 9.73% 0.9