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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)
KFA Private Wealth Group
5326
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 4.55% 62.8% 83 10.84% 2.7
NKCFO LLC
5327
NKCFO LLC
Illinois
$209M +$26.1M +14% 8.73% 211% 114 59.65% 1
Stevens Capital Partners
5328
Stevens Capital Partners
Nebraska
$209M +$15.6M +8% 5.78% 76.3% 62 4.84% 1.4
Mendota Financial Group
5329
Mendota Financial Group
Wisconsin
$209M +$22.8M +12% 7.65% 50.1% 1,219 71.37% 0.3
Astor Investment Management
5330
Astor Investment Management
Illinois
$209M -$8.22M -4% 3.88% 23.3% 35 25.71% 1.2
Five Oceans Advisors
5331
Five Oceans Advisors
California
$209M +$18.1M +10% 5.25% 85.3% 206 19.42% 1.8
Rise Advisors
5332
Rise Advisors
New York
$209M +$20M +11% 6.62% 62.8% 1,261 3.97% 1.3
Summa Corp
5333
Summa Corp
Texas
$209M +$2.32M +1% 0.07% 348% 67 14.93% 0.6
SCM
5334
Sage Capital Management
New Jersey
$208M +$18.1M +10% 7.46% 94.3% 171 14.62% 0.6
NCM
5335
NCM Capital Management
New Jersey
$208M +$17.7M +9% 6.66% 105% 172 11.05% 2.2
MBA Advisors
5336
MBA Advisors
Pennsylvania
$208M +$12.8M +7% 6.47% 66.1% 134 8.21% 2.4
Marshall & Sullivan
5337
Marshall & Sullivan
Washington
$208M +$8.05M +4% 6.73% 82% 41 2.44% 7.6
Wilshire Advisors
5338
Wilshire Advisors
California
$208M +$8.75M +4% 6% 118% 11 0% 3.2
Tabor Asset Management
5339
Tabor Asset Management
New York
$208M +$14.3M +7% 14.6% 214% 54 46.3% 0.7
Holistic Financial Partners
5340
Holistic Financial Partners
Indiana
$208M +$8.49M +4% 4.51% 95.7% 133 18.05% 3.2
Baron Wealth Management
5341
Baron Wealth Management
Michigan
$208M +$14.8M +8% 6.47% 88.6% 218 22.48% 1.1
Fluent Financial
5342
Fluent Financial
Texas
$208M +$9.5M +5% 8.71% 46.9% 77 27.27% 1.8
Income Research & Management
5343
Income Research & Management
Massachusetts
$208M +$34.3M +20% 0.08% 1.19% 23 26.09% 1.3
CV Advisors
5344
CV Advisors
Florida
$208M +$16.9M +9% 3.4% 112% 22 18.18% 1.9
Alan N. Hoffman Investment Management
5345
Alan N. Hoffman Investment Management
Massachusetts
$208M +$4.96M +2% 3.24% 114% 14 0% 2.9
Genesee Capital Advisors
5346
Genesee Capital Advisors
New York
$208M +$3.79M +2% 6.9% 107% 133 11.28% 1.5
Brightlight Capital Management
5347
Brightlight Capital Management
Connecticut
$208M +$20.7M +11% 12.3% 202% 14 21.43% 1.8
FNY Investment Advisers
5348
FNY Investment Advisers
New York
$208M +$58.8M +39% 9.43% 386% 886 68.06% 0.4
Whetstone Capital Advisors
5349
Whetstone Capital Advisors
Kansas
$208M -$7.96M -4% 1.46% 282% 45 33.33% 1.6
PCG
5350
PFC Capital Group
California
$207M +$7.65M +4% 3.42% – 72 6.94% 0.7