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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)
CA
5351
Continental Advisors
Utah
$207M -$20.3M -9% 6.88% 73.6% 44 9.09% 5.9
ShoreHaven Wealth Partners
5352
ShoreHaven Wealth Partners
New Jersey
$207M +$17.1M +9% 4.95% 72.4% 87 13.79% 1.9
Bond Capital Management
5353
Bond Capital Management
California
$207M +$27.4M +15% 29.7% 47.5% 5 0% 2.5
Revolution Growth Management Company
5354
Revolution Growth Management Company
District of Columbia
$207M +$13.7M +7% 61.7% 23.5% 3 66.67% 0.3
Idaho Trust Bank
5355
Idaho Trust Bank
Idaho
$207M +$11.5M +6% 6.59% 47.5% 80 1.25% 0.4
CAM
5356
CPA Asset Management
Florida
$207M +$20.4M +11% 6.95% 53.3% 78 3.85% 1.5
Bright Futures Wealth Management
5357
Bright Futures Wealth Management
New York
$207M +$22.6M +12% 6.43% – 238 17.65% 0.4
Lloyd Advisory Services
5358
Lloyd Advisory Services
Georgia
$207M -$5.55M -3% 4.58% 47.7% 115 34.78% 0.4
Ewing Morris & Co Investment Partners
5359
Ewing Morris & Co Investment Partners
Ontario, Canada
$207M +$49.5M +32% 8.53% 63.5% 36 22.22% 1.3
Gemsstock Ltd
5360
Gemsstock Ltd
United Kingdom
$207M -$107M -34% 11.6% 149% 15 53.33% 0.5
Game Plan Financial Advisors
5361
Game Plan Financial Advisors
Ohio
$207M +$3.81M +2% 5.11% – 417 14.39% 1.2
TSM
5362
Two Star Manager
Florida
$207M +$12.5M +6% 7.97% – 20 20% 0.5
Flynn Zito Capital Management
5363
Flynn Zito Capital Management
New York
$207M +$11M +6% 5.59% 97.3% 125 9.6% 1.3
Arkfeld Wealth Strategies
5364
Arkfeld Wealth Strategies
Nebraska
$207M +$9.43M +5% 3.45% 90.8% 97 11.34% 2.7
Kinloch Capital
5365
Kinloch Capital
Virginia
$206M +$14.4M +8% 11.9% 63.4% 85 10.59% 2.4
Orion Capital Management
5366
Orion Capital Management
California
$206M +$15.6M +8% 5.26% 75.3% 440 69.55% 2.6
CCM
5367
Conway Capital Management
California
$206M +$7.03M +4% 6.1% 139% 48 14.58% 2.4
Investmark Advisory Group
5368
Investmark Advisory Group
Connecticut
$206M +$18.5M +10% 6.81% 73.8% 123 8.13% 1.9
Maryland Capital Advisors
5369
Maryland Capital Advisors
Maryland
$206M +$20.2M +11% 6.31% – 276 21.38% 2.1
Madison International Realty Holdings
5370
Madison International Realty Holdings
New York
$206M +$6.53M +3% 12.8% – 2 0% 5.8
Strait & Sound Wealth Management
5371
Strait & Sound Wealth Management
California
$206M +$9.7M +5% 4.86% 74% 155 16.13% 1.2
Leslie Global Wealth
5372
Leslie Global Wealth
Illinois
$206M +$34.6M +20% 6.67% – 74 33.78% 0.2
Trust Company of Kansas
5373
Trust Company of Kansas
Kansas
$206M +$14.5M +8% 4.97% 87% 63 22.22% 2.5
CC
5374
Corton Capital
Ontario, Canada
$206M +$15.1M +8% 15.2% 225% 697 64.99% 0.3
Matisse Capital
5375
Matisse Capital
Oregon
$206M +$3.51M +2% 6.65% 73.3% 195 16.92% 1.6