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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)
Chiron Capital Management
5351
Chiron Capital Management
Florida
$137M +$17.1M +14% 6.57% – 103 25.24% 0.6
Eclectic Associates
5352
Eclectic Associates
California
$137M +$3.9M +3% 0.38% 53.8% 68 5.88% 0.7
GFI
5353
Global Frontier Investments
South Carolina
$137M +$4.65M +4% 1.55% – 18 5.56% 1.1
Freedman Financial Associates
5354
Freedman Financial Associates
Massachusetts
$137M +$4.16M +3% 0.84% – 514 7.98% 0.7
Bank of Marin
5355
Bank of Marin
California
$137M +$85K +0.1% 1.27% 80.3% 125 4% 1.5
Ritter Daniher Financial Advisory
5356
Ritter Daniher Financial Advisory
Ohio
$137M +$2.31M +2% 0.65% 56.7% 218 7.34% 0.7
WPA
5357
Winning Points Advisors
Florida
$137M +$3.16M +2% 1% – 66 16.67% 3.3
Dalton Investments
5358
Dalton Investments
Nevada
$137M -$44.9M -25% 2.41% 95.1% 27 22.22% 3.2
Strategic Financial Planning
5359
Strategic Financial Planning
Texas
$137M -$1.96M -1% 2.36% 47.5% 32 0% 1.6
RFMS
5360
RWQ Financial Management Services
Florida
$136M +$3.34M +3% 2.44% 446% 27 37.04% 0.5
SC
5361
Samjo Capital
New York
$136M -$11.5M -8% 5.81% 89.1% 20 5% 0.7
Ballew Advisors
5362
Ballew Advisors
Mississippi
$136M -$8M -6% 1.01% 68% 132 28.03% 2.1
Patron Partners
5363
Patron Partners
Texas
$136M +$3.14M +2% 0.06% 90.2% 185 7.03% 0.6
LFGH
5364
Lee Financial Group Hawaii
Hawaii
$136M -$2.77M -2% 1.73% 12.9% 37 5.41% 1.2
HighMark Wealth Management
5365
HighMark Wealth Management
Minnesota
$136M -$202K -0.1% 1.29% 110% 534 10.3% 1.2
Berkeley Inc
5366
Berkeley Inc
Idaho
$136M -$3.75M -3% 1.77% 49.4% 91 13.19% 0.6
Robbins Farley
5367
Robbins Farley
New Hampshire
$136M +$47M +53% 1.24% 106% 198 62.63% 0.3
MBA Advisors
5368
MBA Advisors
Pennsylvania
$136M -$79.3M -37% 0.85% 58.3% 141 8.51% 0.5
Guardian Investment Management
5369
Guardian Investment Management
California
$135M -$10.7M -7% 0.98% 103% 62 20.97% 4.6
New Perspectives Inc
5370
New Perspectives Inc
Mississippi
$135M +$6.64M +5% 0.57% – 23 4.35% 0.3
Thrive Capital Management (Pennsylvania)
5371
Thrive Capital Management (Pennsylvania)
Pennsylvania
$135M +$6.85M +5% 1% 65.3% 111 5.41% 0.7
Ravenstone Capital Management
5372
Ravenstone Capital Management
$135M +$23.9M +21% 5.03% 63% 64 43.75% 0.1
Round Rock Advisors
5373
Round Rock Advisors
Connecticut
$135M -$1.98M -1% 0.72% 87.4% 70 17.14% 0.7
Cairn Investment Group
5374
Cairn Investment Group
Washington
$135M -$1.21M -0.9% 1.37% 61.3% 72 1.39% 1.4
DIS
5375
Diversified Investment Strategies
Louisiana
$135M +$159K +0.1% 1.85% 93.8% 45 13.33% 3.4