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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)
Wisconsin Capital Management
5351
Wisconsin Capital Management
Wisconsin
$151M -$2.97M -2% 0.25% 153% 49 14.29% 4.4
Cordant Inc
5352
Cordant Inc
Oregon
$151M -$2.76M -2% 2.64% 47% 86 16.28% 2.2
Visa Foundation
5353
Visa Foundation
California
$151M -$9.23M -6% 3.99% 58.1% 1 0% 1.8
Warren Street Wealth Advisors
5354
Warren Street Wealth Advisors
California
$151M -$398K -0.3% 2.31% 75.7% 85 16.47% 1.2
Westwood Wealth Management
5355
Westwood Wealth Management
California
$151M +$9.22M +6% 3.54% 495% 47 19.15% 1.5
LCM
5356
Lynx1 Capital Management
Puerto Rico
$151M -$1.44M -0.9% 4.55% 883% 25 56% 0.7
Aurora Investment Counsel
5357
Aurora Investment Counsel
Georgia
$151M -$4.59M -3% 3.22% 31.7% 128 20.31% 1.3
Range Financial Group
5358
Range Financial Group
Oregon
$151M -$6.24M -4% 0.2% 195% 180 27.22% 1.4
PHM
5359
Prospect Hill Management
New Jersey
$151M -$14.1M -9% 8.18% 85.1% 16 12.5% 2.3
Greenstone Partners & Co
5360
Greenstone Partners & Co
California
$151M +$4.88M +3% 15.7% 527% 10 10% 2.1
HMS Capital Management
5361
HMS Capital Management
Tennessee
$151M -$13.6M -8% 3.63% 140% 114 11.4% 2.3
AIA
5362
Arcadia Investment Advisors
Idaho
$151M -$1.54M -1% 3.21% 56.4% 91 15.38% 3.9
PCR
5363
Potrero Capital Research
California
$151M -$10.1M -6% 7.06% 226% 32 43.75% 0.9
Cairn Investment Group
5364
Cairn Investment Group
Washington
$151M -$3.55M -2% 1.57% 61.3% 65 7.69% 2.9
Next Level Private
5365
Next Level Private
New York
$151M -$3.86M -2% 2.96% 95.9% 105 4.76% 0.8
Lumbard & Kellner
5366
Lumbard & Kellner
New Hampshire
$151M -$28.6M -16% 1.65% 137% 79 36.71% 4.1
Geneva Partners
5367
Geneva Partners
Wisconsin
$151M -$2.57M -2% 0.78% 417% 82 35.37% 2.1
Warner Financial
5368
Warner Financial
Maryland
$151M -$3.38M -2% 4.03% 62.1% 94 2.13% 1.5
Holistic Financial Partners
5369
Holistic Financial Partners
Indiana
$151M +$6.72M +5% 0.48% 95.7% 116 13.79% 2.9
Column Group
5370
Column Group
California
$151M -$107M -42% 23% 95.1% 7 0% 2.4
Warther Private Wealth
5371
Warther Private Wealth
Ohio
$151M +$3.36M +2% 2.2% 94.1% 73 30.14% 1.5
APS
5372
American Planning Services
Florida
$150M -$2.15M -1% 1.65% 23.8% 33 9.09% 1.1
Morris Financial Concepts
5373
Morris Financial Concepts
South Carolina
$150M -$4.26M -3% 3.39% 56.5% 154 1.3% 1.4
Signet Investment Advisory Group
5374
Signet Investment Advisory Group
Rhode Island
$150M -$1.03M -0.7% 2.62% 59.6% 66 6.06% 4
McNaughton Wealth Management
5375
McNaughton Wealth Management
California
$150M -$5.85M -4% 3.59% 55.6% 56 5.36% 3