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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)
Investment Research & Advisory Group
5201
Investment Research & Advisory Group
Georgia
$156M +$3.59M +2% 11.1% 105% 205 7.32% 2.1
Activest Wealth Management
5202
Activest Wealth Management
Florida
$156M -$182M -54% 8.24% 117% 602 71.26% 0.9
Solitude Financial Services
5203
Solitude Financial Services
Virginia
$156M +$9.9M +7% 4.12% 62.4% 45 4.44% 1.7
HIS
5204
Horizon Investment Services
Indiana
$156M +$18.1M +13% 10.1% 250% 123 30.89% 2.6
Mine & Arao Wealth Creation & Management
5205
Mine & Arao Wealth Creation & Management
California
$156M +$20.7M +15% 10.6% 105% 338 8.58% 2.4
Milestones Administradora de Recursos
5206
Milestones Administradora de Recursos
Brazil
$156M +$20M +15% 18.3% 116% 14 14.29% 1
Westhampton Capital
5207
Westhampton Capital
North Carolina
$156M +$7.74M +5% 6.84% 105% 119 7.56% 3
Pacific Wealth Management
5208
Pacific Wealth Management
California
$156M +$19.7M +14% 2.76% 72.8% 32 31.25% 1
Elizabeth Park Capital Advisors
5209
Elizabeth Park Capital Advisors
Ohio
$156M -$67.9M -30% 14.9% 119% 60 18.33% 1.8
First Capital Advisors Group
5210
First Capital Advisors Group
New Jersey
$156M +$8.12M +6% 7.22% – 248 21.37% 1.2
Ruedi Wealth Management
5211
Ruedi Wealth Management
Illinois
$156M +$13.9M +10% 4.64% 44.9% 282 19.5% 0.2
Seneca Financial Advisors
5212
Seneca Financial Advisors
New York
$156M -$2.44M -2% 3.96% 50.9% 58 22.41% 1.5
Hartree Partners
5213
Hartree Partners
New York
$156M +$38.3M +33% 2.55% 138% 68 41.18% 0.4
GoodHaven Capital Management
5214
GoodHaven Capital Management
New Jersey
$155M +$6.71M +5% 9.52% 80.7% 29 6.9% 4.1
AMJ Financial Wealth Management
5215
AMJ Financial Wealth Management
Virginia
$155M -$13.6M -8% 6.35% 167% 72 44.44% 1.1
Maytus Capital Management
5216
Maytus Capital Management
New York
$155M +$66.7M +75% 32% 442% 64 70.31% 0.3
Birch Capital Management
5217
Birch Capital Management
Texas
$155M +$10M +7% 8.14% 62% 107 8.41% 2.5
Channel Wealth
5218
Channel Wealth
California
$155M – – 9.88% 68.1% 202 – 0
Silverleafe Capital Partners
5219
Silverleafe Capital Partners
Tennessee
$155M +$3.76M +2% 6.09% 87.7% 61 14.75% 2.2
ACT Advisors
5220
ACT Advisors
North Carolina
$155M -$1.97M -1% 7.83% 75.4% 38 34.21% 1.3
Whetstone Capital Advisors
5221
Whetstone Capital Advisors
Kansas
$155M +$39.8M +34% 15.7% 282% 40 25% 1.1
Brown Shipley & Co
5222
Brown Shipley & Co
United Kingdom
$155M – – 15.3% 125% 121 – 0
Stonebridge Financial Planning Group
5223
Stonebridge Financial Planning Group
Florida
$155M +$4.71M +3% 6.87% 72.4% 131 12.98% 2.2
Matisse Capital
5224
Matisse Capital
Oregon
$155M +$42.3M +38% 5.44% 73.3% 187 36.36% 1
Socha Financial Group
5225
Socha Financial Group
New York
$155M +$13.9M +10% 9.23% 88.4% 27 29.63% 0.6