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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)
Financial Guidance Group
5351
Financial Guidance Group
Florida
$125M -$2.54M -2% 4.48% 58.7% 52 19.23% 0.4
Roth Financial Partners
5352
Roth Financial Partners
Texas
$125M -$571K -0.5% 6.86% 61% 27 11.11% 1.5
Gables Capital Management
5353
Gables Capital Management
Florida
$125M -$7.75M -6% 1.5% 151% 362 6.35% 3.5
Greylock 15
5354
Greylock 15
California
$125M +$18M +17% 20.3% 17.8% 4 0% 1
Treasure Coast Financial Planning
5355
Treasure Coast Financial Planning
Florida
$125M -$4.52M -4% 5.35% 32.6% 36 22.22% 0.6
WD Rutherford
5356
WD Rutherford
Oregon
$125M -$4.97M -4% 6.41% 170% 135 16.3% 1.2
Wolff Wiese Magana
5357
Wolff Wiese Magana
California
$124M -$12.5M -9% 5.82% 149% 1,011 9.99% 1.3
Equinox Partners Investment Management
5358
Equinox Partners Investment Management
Connecticut
$124M -$15.6M -11% 5.69% 241% 12 8.33% 2.3
Granite Bay Wealth Management
5359
Granite Bay Wealth Management
New Hampshire
$124M -$4.5M -3% 4.22% – 59 8.47% 0.7
Orion Capital Management
5360
Orion Capital Management
California
$124M -$4.69M -4% 3.06% 75.3% 446 15.25% 1.3
Warner Financial
5361
Warner Financial
Maryland
$124M +$15.6M +14% 5.31% 62.1% 83 7.23% 0.7
Kennicott Capital Management
5362
Kennicott Capital Management
California
$124M -$6.35M -5% 4.36% 98% 43 13.95% 1.2
LFGH
5363
Lee Financial Group Hawaii
Hawaii
$124M +$21.7M +21% 8.24% 12.9% 34 2.94% 1.8
IVC Wealth Advisors
5364
IVC Wealth Advisors
Pennsylvania
$124M -$5M -4% 4.1% 81.9% 147 9.52% 1.4
LI
5365
Latash Investments
Alaska
$124M +$2.51M +2% 2.73% 110% 22 0% 2.3
CI
5366
Carroll Investors
South Carolina
$124M +$14.1M +13% 1.75% 241% 49 48.98% 0.4
Twin Lakes Capital Management
5367
Twin Lakes Capital Management
California
$124M -$14.1M -10% 6.87% 131% 300 65% 0.6
Moneda SA Administradora General de Fondos
5368
Moneda SA Administradora General de Fondos
Chile
$124M -$10.4M -8% 0.86% 34.5% 45 17.78% 1.8
LFWA
5369
LBJ Family Wealth Advisors
Texas
$124M -$9.6M -7% 4.48% 64.9% 23 0% 6.1
HM
5370
Harvest Management
New York
$124M +$37.2M +43% 30.7% 610% 98 73.47% 0.4
Mayar Capital
5371
Mayar Capital
United Kingdom
$124M -$8.94M -7% 8.48% 14.7% 13 0% 1.2
Planning Directions
5372
Planning Directions
Pennsylvania
$124M -$6.68M -5% 4.49% 46.3% 72 11.11% 2.3
Horiko Capital Management
5373
Horiko Capital Management
New York
$124M -$12.8M -9% 4.33% 275% 29 6.9% 2.1
Cairn Investment Group
5374
Cairn Investment Group
Washington
$124M -$4.88M -4% 4.84% 61.3% 77 10.39% 2.1
Brooks Moore & Associates
5375
Brooks Moore & Associates
Tennessee
$124M -$15.1M -11% 5.87% 63.7% 89 8.99% 3.1