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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)
Calixto Global Investors
5176
Calixto Global Investors
Florida
$183M -$28.9M -14% 4.83% 180% 14 50% 0.8
Wealth Advisors of Iowa
5177
Wealth Advisors of Iowa
Iowa
$183M -$1.03M -0.6% 8.33% 60.9% 67 25.37% 1
Red Spruce Capital
5178
Red Spruce Capital
Pennsylvania
$183M +$11.9M +7% 8.26% 98.4% 90 3.33% 1.7
Beirne Wealth Consulting Services
5179
Beirne Wealth Consulting Services
Connecticut
$183M +$7.12M +4% 4.89% 81.9% 122 19.67% 1.8
Townsend & Associates
5180
Townsend & Associates
Colorado
$183M -$19.9M -10% 6.95% 58% 79 20.25% 2.2
SCF Partners
5181
SCF Partners
Texas
$183M -$22.6M -11% 4.85% 2.1% 4 0% 4.9
Davidson Capital Management
5182
Davidson Capital Management
Texas
$183M -$15.8M -8% 10.4% 79.4% 97 19.59% 1.3
Exeter Financial
5183
Exeter Financial
Arizona
$183M +$15.2M +9% 9.65% 59.1% 83 4.82% 3.2
Valtinson Bruner Financial Planning
5184
Valtinson Bruner Financial Planning
Minnesota
$183M +$405K +0.2% 4.8% 40.3% 100 10% 1.5
Collaborative Wealth Management
5185
Collaborative Wealth Management
Florida
$183M – – 5.73% 46.6% 196 – 0.7
CNB Bank
5186
CNB Bank
Pennsylvania
$183M +$16M +10% 11.1% 91.6% 492 20.53% 2.4
First Capital Advisors Group
5187
First Capital Advisors Group
New Jersey
$182M – – 7.74% – 63 – 2
Loveless Wealth Management
5188
Loveless Wealth Management
Montana
$182M +$17.8M +11% 10.1% – 136 9.56% 1.6
Maven Ventures Partners II
5189
Maven Ventures Partners II
California
$182M – – 12.8% – 2 – 0
KCM
5190
Knoll Capital Management
Florida
$182M -$18.6M -9% 5.27% 258% 42 14.29% 1.8
Mine & Arao Wealth Creation & Management
5191
Mine & Arao Wealth Creation & Management
California
$181M +$14.5M +9% 9.68% 105% 326 12.88% 1.5
Teramo Advisors
5192
Teramo Advisors
Florida
$181M – – 3.66% 72.1% 16 – 0
SC&H Financial Advisors
5193
SC&H Financial Advisors
Maryland
$181M – – 9.43% 66.2% 151 – 0
RS Crum Inc
5194
RS Crum Inc
California
$181M – – 4.91% 54.2% 69 – 0
Baugh & Associates
5195
Baugh & Associates
Georgia
$181M +$17.7M +11% 14.2% 98.8% 42 4.76% 3.2
Independent Order of Foresters
5196
Independent Order of Foresters
Ontario, Canada
$181M +$13.4M +8% 8.07% 75.1% 13 0% 1.6
Mader & Shannon Wealth Management
5197
Mader & Shannon Wealth Management
Missouri
$181M +$24.2M +15% 9.86% 62.5% 21 0% 2
Yorktown Energy Partners IX
5198
Yorktown Energy Partners IX
New York
$181M +$10.1M +6% 6.87% 67.3% 2 0% 2.5
Hubbell Strickland Wealth Management
5199
Hubbell Strickland Wealth Management
Louisiana
$181M +$15.6M +9% 9.66% 64.8% 70 7.14% 1.9
Stone House Capital Management
5200
Stone House Capital Management
Florida
$180M -$63.5M -26% 19.5% 151% 2 50% 0.3