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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)
CVA
5326
Central Valley Advisors
California
$194M +$23.5M +14% 9.38% 77.8% 166 19.88% 0.2
Flynn Zito Capital Management
5327
Flynn Zito Capital Management
New York
$194M +$45.3M +31% 12.9% 109% 117 23.93% 1
Bluestem Financial Advisors
5328
Bluestem Financial Advisors
Illinois
$194M +$21.5M +13% 4.57% 42.2% 28 7.14% 3.3
Creative Capital Management Investments
5329
Creative Capital Management Investments
California
$193M +$20.5M +12% 4.77% 53.6% 227 12.78% 1
MBA Advisors
5330
MBA Advisors
Pennsylvania
$193M +$14M +8% 7.44% 66.1% 132 12.12% 2.2
New Vernon Capital Holdings II
5331
New Vernon Capital Holdings II
New Jersey
$193M +$6.97M +4% 6.53% 114% 101 44.55% 1
WD Rutherford
5332
WD Rutherford
Oregon
$193M +$21.3M +12% 15% 189% 94 24.47% 2
SV
5333
Stilwell Value
New York
$193M +$1.55M +0.8% 3.93% 87.9% 36 8.33% 4.4
Private Wealth Group
5334
Private Wealth Group
Florida
$193M +$16.7M +9% 7.23% 52.9% 60 8.33% 2.8
Register Financial Advisors
5335
Register Financial Advisors
Georgia
$193M +$43.2M +29% 9.66% 130% 758 63.85% 0.4
Renaissance Capital
5336
Renaissance Capital
Connecticut
$193M -$10.7M -5% 21.8% 392% 62 19.35% 1.7
Pinion Investment Advisors
5337
Pinion Investment Advisors
Kansas
$193M +$26.5M +16% 9.17% 81.7% 162 17.28% 2.7
EFH
5338
Eaton Financial Holdings
Florida
$193M -$221M -53% 8.72% – 162 69.75% 0.8
Blueshift Asset Management
5339
Blueshift Asset Management
New Jersey
$193M +$4.44M +2% 9.59% 38.8% 389 67.1% 0.3
Birch Capital Management
5340
Birch Capital Management
Texas
$192M +$18.2M +10% 8.08% 62% 97 13.4% 3.4
Range Financial Group
5341
Range Financial Group
Oregon
$192M +$26.1M +16% 12.6% 195% 200 32.5% 1.4
LJCM
5342
Lee Johnson Capital Management
Texas
$192M +$126M +191% 4.58% 118% 21 42.86% 1
Forza Wealth Management
5343
Forza Wealth Management
Florida
$192M +$11M +6% 6.79% 69.8% 175 6.29% 1.1
MFC
5344
Mechanics Financial Corp
Ohio
$192M +$14.6M +8% 7.35% 82.7% 224 6.7% 2
Ovata Capital Management
5345
Ovata Capital Management
Hong Kong
$192M +$138M +258% 23.4% 69.1% 39 79.49% 0.2
Blue Investment Partners
5346
Blue Investment Partners
California
$192M +$38.8M +25% 6.86% – 39 17.95% 0.8
Donald L. Hagan LLC
5347
Donald L. Hagan LLC
Florida
$192M +$8.08M +4% 6.13% 47.9% 109 14.68% 2.5
Brass Tax Wealth Management
5348
Brass Tax Wealth Management
Ohio
$192M – – 7.58% – 111 – 0
VU
5349
Valence8 US
Massachusetts
$192M +$20.5M +12% 7.8% 76.6% 9 0% 1
New England Professional Planning Group
5350
New England Professional Planning Group
Rhode Island
$192M +$15.8M +9% 7.69% 64.1% 58 32.76% 3.6