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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)
Divergent Planning
5426
Divergent Planning
Maryland
$156M +$19.6M +14% 5.5% 43.3% 22 22.73% 0.9
Kozak & Associates
5427
Kozak & Associates
Colorado
$156M $0 0% 5.9% 97.4% 388 0.52% 0.6
Rainsberger Wealth Advisors
5428
Rainsberger Wealth Advisors
Colorado
$156M -$14.1M -8% 1.89% – 68 10.29% 0.2
626 Financial
5429
626 Financial
Michigan
$156M -$7.21M -4% 2.91% 71.3% 113 8.85% 1
LFWA
5430
LBJ Family Wealth Advisors
Texas
$156M -$15.9M -9% 5.52% 64.9% 23 0% 5.6
Foundation Capital
5431
Foundation Capital
California
$156M -$104M -40% 49% – 5 20% 1.6
Royal Harbor Partners
5432
Royal Harbor Partners
Texas
$156M -$1.54M -1% 0.79% 49.5% 83 10.84% 1.4
CCM
5433
Conway Capital Management
California
$156M -$14.2M -8% 5.94% 139% 72 31.94% 0.9
Founders Capital Management (Texas)
5434
Founders Capital Management (Texas)
Texas
$156M $0 0% 2.75% 131% 317 0% 3.4
Medina Value Partners
5435
Medina Value Partners
California
$156M +$15.5M +11% 0.32% 80% 24 41.67% 0.2
BancFirst Trust & Investment Management
5436
BancFirst Trust & Investment Management
Oklahoma
$156M +$26.4M +20% 15.2% 44.9% 58 37.93% 0.2
Members Capital Advisors Inc
5437
Members Capital Advisors Inc
Wisconsin
$156M -$39.1M -20% 1.39% – 70 5.71% 1.5
Boyar Asset Management
5438
Boyar Asset Management
New York
$156M -$10.3M -6% 7.28% 75.5% 86 1.16% 5
Vetamer Capital Management
5439
Vetamer Capital Management
California
$156M -$52.5M -25% 12.3% – 49 38.78% 0.2
Highview Capital Management
5440
Highview Capital Management
Illinois
$156M +$1.38M +0.9% 3.41% 123% 125 32% 0.2
Palumbo Wealth Management
5441
Palumbo Wealth Management
New York
$156M -$4.12M -3% 0.17% 115% 97 19.59% 1.1
Providence Wealth Advisors
5442
Providence Wealth Advisors
Illinois
$156M -$3.6M -2% 2.27% 112% 102 6.86% 2.8
Activest Wealth Management
5443
Activest Wealth Management
Florida
$155M -$6.29M -4% 5.32% 117% 390 21.03% 0.7
Albert D. Mason Inc
5444
Albert D. Mason Inc
Massachusetts
$155M -$12.3M -7% 0.67% 83.4% 165 15.76% 4.5
Northstar Advisory Group
5445
Northstar Advisory Group
New Jersey
$155M -$13.4M -8% 2.82% 141% 117 30.77% 0.3
ACT Advisors
5446
ACT Advisors
North Carolina
$155M +$19.2M +14% 5.06% 75.4% 37 40.54% 0.9
Westhampton Capital
5447
Westhampton Capital
North Carolina
$155M -$8.17M -5% 3.18% 95.6% 120 9.17% 2.3
BCM
5448
Beaumont Capital Management
Massachusetts
$155M -$17.9M -10% 3.14% 45.4% 52 40.38% 0.5
Members Advisory Group
5449
Members Advisory Group
New York
$155M +$3.67M +2% 3.5% 70.6% 27 44.44% 0.2
Cordasco Financial Network
5450
Cordasco Financial Network
Florida
$155M -$5.02M -3% 2.57% 31.1% 612 16.01% 3.4