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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)
Aurora Investment Counsel
5276
Aurora Investment Counsel
Georgia
$144M +$497K +0.3% 0.02% 31.7% 135 20% 0.8
PGM
5277
Parian Global Management
New York
$143M -$89.6M -38% 13.5% 65.2% 62 77.42% 0.3
OGF
5278
Orin Green Financial
California
$143M +$1.88M +1% 1.17% 59.1% 68 2.94% 0.7
Fure Financial Corporation
5279
Fure Financial Corporation
Minnesota
$143M +$5.56M +4% 0.21% 59.5% 56 66.07% 0.4
Navis Wealth Advisors
5280
Navis Wealth Advisors
New York
$143M +$24.2M +20% 2.08% 107% 129 22.48% 0.6
Ivy Lane Capital Management
5281
Ivy Lane Capital Management
Florida
$143M +$1.81M +1% 0.52% 101% 10 20% 0.6
Quad-Cities Investment Group
5282
Quad-Cities Investment Group
Iowa
$143M -$4.06M -3% 1.08% 67.3% 189 12.17% 2.3
Texas Capital Bancshares
5283
Texas Capital Bancshares
Texas
$143M +$5.15M +4% 0.13% 175% 80 8.75% 1.8
Acorn Wealth Advisors
5284
Acorn Wealth Advisors
Michigan
$143M -$1.78M -1% 0.46% 58.8% 177 9.6% 2
WFA of San Diego
5285
WFA of San Diego
California
$143M +$14.1M +11% 0.37% – 144 38.89% 0.5
swisspartners Advisors
5286
swisspartners Advisors
Switzerland
$142M +$14.8M +12% 5.15% 73.2% 41 41.46% 1
Hilltop Wealth Advisors
5287
Hilltop Wealth Advisors
North Carolina
$142M +$1.03M +0.7% 1.22% 58.3% 36 0% 1.4
CAM
5288
Crown Advisors Management
California
$142M -$2.53M -2% 2.27% 284% 47 25.53% 1.6
Arrow Capital Management
5289
Arrow Capital Management
New York
$142M -$1.62M -1% 3.85% – 15 33.33% 2.5
Benchmark Wealth Management
5290
Benchmark Wealth Management
Connecticut
$142M -$3.36M -2% 0.6% 42.7% 47 4.26% 1.5
Regency Capital Management
5291
Regency Capital Management
Hawaii
$142M +$9.8M +7% 1.03% 92.1% 156 29.49% 0.4
Rye Brook Capital
5292
Rye Brook Capital
Connecticut
$142M +$755K +0.5% 2.11% 77.2% 33 36.36% 0.5
Caliber Wealth Management (Utah)
5293
Caliber Wealth Management (Utah)
Utah
$142M +$695K +0.5% 1.93% 36.5% 76 11.84% 0.6
Colonial River Investments
5294
Colonial River Investments
Virginia
$142M +$1.89M +1% 1.93% 156% 194 86.6% 0.3
Wolff Wiese Magana
5295
Wolff Wiese Magana
California
$142M +$1.7M +1% 0.53% 149% 918 15.8% 0.6
Accretive Wealth Partners
5296
Accretive Wealth Partners
New Jersey
$142M +$3.02M +2% 0.84% 57.3% 116 12.93% 0.6
Kinloch Capital
5297
Kinloch Capital
Virginia
$142M +$2.41M +2% 1.95% 63.4% 68 13.24% 0.7
Colorado Capital Management
5298
Colorado Capital Management
Colorado
$142M -$7M -5% 0.63% 60.4% 74 2.7% 4.6
McNaughton Wealth Management
5299
McNaughton Wealth Management
California
$141M -$1.16M -0.8% 0.4% 55.6% 50 6% 1.5
AIFAIM
5300
American Institute for Advanced Investment Management
Arizona
$141M -$769K -0.5% 0.95% 72.8% 125 8.8% 1.3