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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)
Saiph Capital
5401
Saiph Capital
New Jersey
$130M -$17.8M -12% 17.5% 52.4% 47 25.53% 0.4
Bennett Selby Investments
5402
Bennett Selby Investments
Maine
$130M -$36.2M -22% 18.5% 82.1% 63 15.87% 1.3
TPWM
5403
Twelve Points Wealth Management
Massachusetts
$130M -$4.08M -3% 12.9% 50.7% 179 13.97% 0.4
Goodwin Investment Advisory
5404
Goodwin Investment Advisory
Georgia
$130M -$16.1M -11% 15.4% 60.8% 236 40.25% 0.9
Lederer & Associates Investment Counsel
5405
Lederer & Associates Investment Counsel
California
$130M -$33.5M -21% 13.2% 92.7% 91 4.4% 4.4
Horizon Financial Services
5406
Horizon Financial Services
North Carolina
$130M -$27.2M -17% 12.4% 39.5% 61 18.03% 1.1
CCP
5407
Cunning Capital Partners
North Carolina
$130M -$15.6M -11% 11.8% 268% 70 55.71% 0.4
Prentiss Smith & Co
5408
Prentiss Smith & Co
Vermont
$130M -$37.1M -22% 13.9% 63.9% 76 14.47% 5
WJ Interests
5409
WJ Interests
Texas
$130M – – 10.8% 55.2% 17 – 0
WD Rutherford
5410
WD Rutherford
Oregon
$129M -$45.5M -26% 18.5% 170% 147 32.65% 1.2
BancFirst Trust & Investment Management
5411
BancFirst Trust & Investment Management
Oklahoma
$129M -$26.4M -17% 5.82% 44.9% 58 37.93% 0.4
Vance Wealth
5412
Vance Wealth
California
$129M +$50.3M +64% 16.2% 66.4% 68 26.47% 0.4
Strategic Value Bank Partners
5413
Strategic Value Bank Partners
Ohio
$129M -$16.1M -11% 9.93% 98.1% 20 10% 0.4
EWG
5414
Executive Wealth Group
Washington
$129M -$23.3M -15% 14.5% 14.9% 48 8.33% 3.8
IVC Wealth Advisors
5415
IVC Wealth Advisors
Pennsylvania
$129M -$23M -15% 12.2% 81.9% 151 11.26% 1.2
Treasure Coast Financial Planning
5416
Treasure Coast Financial Planning
Florida
$129M -$1.32M -1% 10.2% 32.6% 37 24.32% 0.4
Morton Brown Family Wealth
5417
Morton Brown Family Wealth
Pennsylvania
$129M -$3.23M -2% 12% 54.5% 319 57.68% 0.2
Orion Capital Management
5418
Orion Capital Management
California
$129M -$37.1M -22% 15.4% 75.3% 452 16.37% 1
Granite Bay Wealth Management
5419
Granite Bay Wealth Management
New Hampshire
$129M +$5.53M +4% 17.1% – 64 17.19% 0.5
BCK Capital Management
5420
BCK Capital Management
Connecticut
$129M -$37.9M -23% 0.14% 161% 168 57.14% 0.4
QGA
5421
Q Global Advisors
Texas
$129M -$34.4M -21% 28.7% 79% 341 29.91% 0.5
Axim Planning & Wealth
5422
Axim Planning & Wealth
Ohio
$129M – – 2.09% 3.66% 156 – 0
HBC Financial Services
5423
HBC Financial Services
Washington
$129M -$9.8M -7% 13.7% 12.6% 193 12.44% 1.7
Acute Investment Advisory
5424
Acute Investment Advisory
Arizona
$129M -$5.33M -4% 8.44% 15% 47 55.32% 0.3
Cairn Investment Group
5425
Cairn Investment Group
Washington
$129M -$29.3M -19% 12.9% 61.3% 82 19.51% 1.8