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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)
Christopher J. Hasenberg
5201
Christopher J. Hasenberg
Wisconsin
$204M +$24.3M +14% 11.8% – 110 81.82% 0
One Advisory Partners
5202
One Advisory Partners
Kansas
$204M +$13.1M +7% 6.33% 58.3% 48 22.92% 1.6
BIA
5203
Bigelow Investment Advisors
Maine
$203M +$18.5M +10% 8.32% 75.7% 158 8.23% 3.7
PK
5204
Pflug Koory
Nebraska
$203M +$14.5M +8% 10% – 409 2.93% 5.4
Foresight Global Investors
5205
Foresight Global Investors
New York
$203M +$28.7M +16% 8.02% 69.9% 47 34.04% 0.7
DA
5206
DCF Advisers
Connecticut
$203M +$18.8M +10% 9.77% 379% 95 24.21% 1.8
Demars Financial Group
5207
Demars Financial Group
Washington
$203M +$16M +9% 9.69% 69.1% 80 33.75% 2
GAMC
5208
Garner Asset Management Corp
Texas
$203M -$2.83M -1% 6.05% 103% 345 60.29% 4.4
Tanglewood Legacy Advisors
5209
Tanglewood Legacy Advisors
Texas
$203M +$19.9M +11% 8.51% 61.1% 302 9.93% 1.1
Derbend Asset Management
5210
Derbend Asset Management
Georgia
$203M +$30.4M +18% 9.32% 23.9% 118 16.1% 1.4
Rooted Wealth Advisors
5211
Rooted Wealth Advisors
Illinois
$203M +$11.7M +6% 6.36% 57.3% 83 13.25% 0.8
Vigilare Wealth Management
5212
Vigilare Wealth Management
Arizona
$203M +$8.67M +4% 3.86% 59.5% 113 30.09% 2.4
HCM
5213
Hall Capital Management
Rhode Island
$203M +$32.3M +19% 6.85% – 100 9% 5.9
Purus Wealth Management
5214
Purus Wealth Management
California
$203M +$30M +17% 18.1% 174% 130 19.23% 2.2
TL Private Wealth
5215
TL Private Wealth
Texas
$202M +$8.61M +4% 6.42% 50.6% 49 20.41% 3.1
Pavion Blue Capital
5216
Pavion Blue Capital
California
$202M +$20.8M +11% 11.4% 87.8% 103 8.74% 3.1
Mine & Arao Wealth Creation & Management
5217
Mine & Arao Wealth Creation & Management
California
$202M +$17.2M +9% 10.2% 105% 395 21.52% 2.7
Marshall & Sullivan
5218
Marshall & Sullivan
Washington
$202M +$12.9M +7% 8.65% 82% 41 4.88% 7
SPI
5219
Sutton Place Investors
New York
$202M +$63.9M +46% 8.76% 84% 157 29.3% 0.7
Warren Street Wealth Advisors
5220
Warren Street Wealth Advisors
California
$202M +$25.8M +15% 8.28% 84.6% 97 8.25% 1.4
HPFG
5221
Hart & Patterson Financial Group
Massachusetts
$202M +$9.39M +5% 4.42% – 68 14.71% 0.2
Rainwater Charitable Foundation
5222
Rainwater Charitable Foundation
Texas
$202M +$71.7M +55% 4.48% 44% 6 50% 2.1
AA
5223
Alta Advisers
United Kingdom
$202M +$14.5M +8% 9.7% 129% 393 0.51% 1.5
Gen-Wealth Partners
5224
Gen-Wealth Partners
Michigan
$202M – – 9.21% – 630 – 0
Hunting Hill Global Capital
5225
Hunting Hill Global Capital
New York
$202M -$36.6M -15% 20.9% 132% 156 48.72% 0.5