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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)
CCM
5201
Consolidated Capital Management
California
$188M -$1.15M -0.6% 13.9% 166% 50 20% 3.5
FP
5202
FFG Partners
Florida
$187M – – 10.1% 277% 26 – 0
Great Oak Capital Partners
5203
Great Oak Capital Partners
Massachusetts
$187M – – 10.4% – 32 – 0
AA
5204
Alta Advisers
United Kingdom
$187M +$14.7M +8% 9.67% 129% 396 3.03% 1.2
GA
5205
Greytown Advisors
Florida
$187M +$6.56M +4% 10.1% 14.1% 90 10% 4.1
Theory Financial
5206
Theory Financial
Colorado
$187M +$16.7M +10% 8.65% 54.5% 77 23.38% 1.1
Grand Alliance Asset Management
5207
Grand Alliance Asset Management
Hong Kong
$187M – – 12.4% – 13 – 0
Fortis Capital Advisors
5208
Fortis Capital Advisors
Kansas
$187M +$31.1M +20% 13.5% 127% 131 35.88% 0.7
Sittner & Nelson
5209
Sittner & Nelson
Oregon
$187M +$13.5M +8% 9.86% 88.1% 490 12.45% 2.4
Demars Financial Group
5210
Demars Financial Group
Washington
$187M +$12.2M +7% 6.02% 69.1% 80 27.5% 2.1
Thrive Capital Management (Pennsylvania)
5211
Thrive Capital Management (Pennsylvania)
Pennsylvania
$187M +$6.58M +4% 9.48% 65.3% 161 18.01% 1.4
BHCM
5212
Boulder Hill Capital Management
New York
$187M +$25.9M +16% 22% – 185 89.73% 0.1
Christensen King & Associates Investment Services
5213
Christensen King & Associates Investment Services
Washington
$187M – – 9.18% 57.9% 93 – 0
E Fund Management (HK)
5214
E Fund Management (HK)
Hong Kong
$187M +$27.9M +18% 22% 163% 68 33.82% 1.1
CNBT
5215
Cornerstone National Bank & Trust
Illinois
$187M +$24M +15% 6.91% 38.5% 60 6.67% 3.3
Interactive Financial Advisors
5216
Interactive Financial Advisors
Illinois
$187M +$38.3M +26% 10.2% 47.6% 86 6.98% 6.2
CAGAS
5217
Capital Advisory Group Advisory Services
Minnesota
$187M +$10.4M +6% 9.69% 54.8% 157 14.01% 1.8
Retirement Guys Formula
5218
Retirement Guys Formula
Ohio
$187M +$42.8M +30% 9.26% 75.7% 132 12.88% 1.3
Weitzel Financial Services
5219
Weitzel Financial Services
Iowa
$186M +$15.2M +9% 8.06% 46.3% 39 2.56% 2.1
SFMG
5220
Sage Financial Management Group
Virginia
$186M +$20.1M +12% 9.04% 51.6% 45 6.67% 0.5
New Vernon Capital Holdings II
5221
New Vernon Capital Holdings II
New Jersey
$186M +$71M +62% 9.75% 114% 83 28.92% 1.1
CNB Bank
5222
CNB Bank
Pennsylvania
$186M +$16.4M +10% 12.1% 91.6% 509 8.06% 3.6
Wela Strategies
5223
Wela Strategies
Georgia
$186M +$18.9M +11% 9.07% 51.3% 51 15.69% 2.9
B
5224
Braslyn
Bahamas
$186M – – 34.1% – 3 – 0
AMANSA Capital
5225
AMANSA Capital
Singapore
$186M +$107M +135% 10.8% 32% 3 66.67% 0.3