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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)
Horizon Financial Services
5401
Horizon Financial Services
North Carolina
$138M +$23.8M +21% 4.23% 39.5% 172 52.91% 0.4
Fure Financial Corporation
5402
Fure Financial Corporation
Minnesota
$138M +$10.2M +8% 5.73% 59.5% 87 77.01% 0.7
Amtrust Financial Services
5403
Amtrust Financial Services
New York
$137M -$20.1M -13% 4.1% 61.9% 96 48.96% 0.6
Rainwater Charitable Foundation
5404
Rainwater Charitable Foundation
Texas
$137M +$7.28M +6% 8.04% 44% 2 0% 1.4
Mountaineer Partners Management
5405
Mountaineer Partners Management
New York
$137M -$5.41M -4% 5.06% 158% 19 47.37% 1
ASI
5406
Advisory Services & Investments
Oregon
$137M +$14.1M +11% 6.26% 19.9% 23 4.35% 0.2
Round Rock Advisors
5407
Round Rock Advisors
Connecticut
$137M +$11.4M +9% 6.14% 87.4% 71 9.86% 0.4
Pinnacle Wealth Management Group
5408
Pinnacle Wealth Management Group
Michigan
$137M – – 5.67% 64.3% 120 – 0
Moulton Wealth Management
5409
Moulton Wealth Management
Washington
$137M +$4.51M +3% 5.31% 47.8% 42 33.33% 0.5
Planning Directions
5410
Planning Directions
Pennsylvania
$137M +$9.8M +8% 3.65% 46.3% 71 14.08% 1.2
CWM
5411
Capital Wealth Management
Rhode Island
$137M +$10.5M +8% 5.57% 46.7% 37 16.22% 2.1
Bank of Marin
5412
Bank of Marin
California
$137M +$10.3M +8% 8.86% 80.3% 129 5.43% 1.2
EMJ Capital
5413
EMJ Capital
Ontario, Canada
$136M -$317M -70% 4.02% – 39 74.36% 0.2
Alta Wealth Advisors
5414
Alta Wealth Advisors
Massachusetts
$136M +$16.8M +14% 9.75% 120% 146 12.33% 0.4
Cairn Investment Group
5415
Cairn Investment Group
Washington
$136M +$16.2M +13% 5.57% 61.3% 77 15.58% 1.2
JNE Partners
5416
JNE Partners
United Kingdom
$136M -$22.4M -14% 0.41% 100% 14 57.14% 0.4
MRCP
5417
Manor Road Capital Partners
New York
$136M +$1.49M +1% 13.7% 78.3% 9 0% 1.8
HighMark Wealth Management
5418
HighMark Wealth Management
Minnesota
$136M +$10.6M +8% 6.4% 110% 539 15.77% 1
Summit Place Financial Advisors
5419
Summit Place Financial Advisors
New Jersey
$136M +$11.8M +9% 6.87% 95.2% 106 8.49% 0.8
Wealth Enhancement & Preservation of GA
5420
Wealth Enhancement & Preservation of GA
Georgia
$136M +$6M +5% 9.06% 82.2% 59 25.42% 0.9
Capital Square
5421
Capital Square
Tennessee
$136M +$1.13M +0.8% 6.56% 62.5% 160 20% 1.1
PM
5422
Parametrica Management
Hong Kong
$135M -$72.6M -35% 13% 584% 205 75.61% 0.3
Range Financial Group
5423
Range Financial Group
Oregon
$135M +$25.5M +23% 9.04% 195% 184 36.41% 0.2
Vaughan & Co Securities
5424
Vaughan & Co Securities
New Jersey
$135M +$11.4M +9% 5.98% 65.6% 54 5.56% 1.2
MAS
5425
Madden Advisory Services
Florida
$135M +$7.48M +6% 6.68% 52.3% 69 1.45% 4.6