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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)
Oakhurst Advisors
5201
Oakhurst Advisors
California
$140M -$132M -48% 4.72% – 5 0% 1
Cornerstone Advisors Asset Management
5202
Cornerstone Advisors Asset Management
Pennsylvania
$140M -$3.68M -3% 11.6% 41.2% 72 13.89% 0.4
HC Advisors
5203
HC Advisors
Georgia
$140M -$17.2M -11% 12.2% 63.5% 87 12.64% 1.6
LBC
5204
Lawrence B. Cohen
$140M -$28.4M -17% 16.7% 41.8% 65 7.69% 5.5
Soundmark Wealth Management
5205
Soundmark Wealth Management
Washington
$140M -$2.42M -2% 12.9% 17.2% 65 20% 1.2
Sandbox Financial Partners
5206
Sandbox Financial Partners
Maryland
$140M -$34.6M -20% 16.9% 69.6% 100 18% 1
LR
5207
Library Research
Hong Kong
$140M +$16.4M +13% 20.5% 22.4% 5 0% 1.2
MIC
5208
Maxi Investments CY
Cyprus
$140M -$30M -18% 8.44% 67.1% 65 30.77% 0.4
Naman Capital
5209
Naman Capital
Brazil
$140M -$13.4M -9% 11.2% 89.9% 17 0% 2.9
Aisling Capital Management
5210
Aisling Capital Management
New York
$140M -$45.1M -24% 3.25% 793% 21 9.52% 2.3
Birch Capital Management
5211
Birch Capital Management
Texas
$140M -$22.5M -14% 12.3% 48.4% 104 20.19% 1.9
PCG Wealth Advisors
5212
PCG Wealth Advisors
Kansas
$140M -$17.3M -11% 13.9% 87% 97 20.62% 0.4
Equinox Partners Investment Management
5213
Equinox Partners Investment Management
Connecticut
$140M -$36.2M -21% 26.3% 241% 12 0% 1.9
WestBridge Capital Management
5214
WestBridge Capital Management
Mauritius
$140M -$69.1M -33% 8.64% 33.3% 3 33.33% 1
ARQ Wealth Advisors
5215
ARQ Wealth Advisors
Arizona
$140M -$8.79M -6% 14.4% 53.3% 52 9.62% 1.7
SVG
5216
Sun Valley Gold
Idaho
$140M -$52.9M -27% 26.4% 160% 11 18.18% 3
Libra Wealth
5217
Libra Wealth
California
$140M -$34.9M -20% 12% 58.2% 55 63.64% 0.2
Chou Associates Management
5218
Chou Associates Management
Ontario, Canada
$140M -$48.4M -26% 16.4% 66.4% 21 23.81% 5.1
GIM
5219
Greenwich Investment Management
Connecticut
$140M -$27.2M -16% 13.4% – 69 24.64% 2.6
Theory Financial
5220
Theory Financial
Colorado
$139M -$11.6M -8% 10.9% 54.5% 70 32.86% 0.4
ShoreHaven Wealth Partners
5221
ShoreHaven Wealth Partners
New Jersey
$139M -$50.2M -26% 13.7% 72.4% 90 50% 0.6
Godshalk Welsh Capital Management
5222
Godshalk Welsh Capital Management
Pennsylvania
$139M -$23.5M -14% 11.5% 61.1% 117 3.42% 5.6
Divergent Planning
5223
Divergent Planning
Maryland
$139M -$17.1M -11% 12.9% 43.3% 23 30.43% 1.1
Resolute Capital Asset Partners
5224
Resolute Capital Asset Partners
Colorado
$139M -$17.4M -11% 10.5% 657% 56 64.29% 0.2
Rain Capital Management
5225
Rain Capital Management
Oregon
$139M +$25.2M +22% 7.44% 18.2% 62 27.42% 2.7