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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)
RWG
5451
Regal Wealth Group
California
$146M -$5.99M -4% 4.09% 17% 46 8.7% 5.8
AFS Financial Group
5452
AFS Financial Group
Maryland
$146M -$7.88M -5% 4.67% – 100 12% 0.7
MGM
5453
Miura Global Management
New York
$146M -$134M -48% 0.8% 375% 26 30.77% 2
KM Capital Management
5454
KM Capital Management
Texas
$146M +$7.34M +5% 3.85% 60.8% 39 12.82% 0.6
BCFD
5455
Boit C.F. David
$146M -$4.64M -3% 1.51% 75.4% 109 2.75% 2.1
Seneca Financial Advisors
5456
Seneca Financial Advisors
New York
$146M -$4.58M -3% 3.77% 50.9% 54 9.26% 2
O'Connor Financial Group
5457
O'Connor Financial Group
Illinois
$146M +$989K +0.7% 3.26% 48.4% 51 3.92% 0.5
Creative Capital Management Investments
5458
Creative Capital Management Investments
California
$146M +$7.1M +5% 3.12% 53.6% 257 22.18% 0.6
WD Rutherford
5459
WD Rutherford
Oregon
$146M -$10.6M -7% 2.89% 189% 86 24.42% 2.2
Wealth Management Solutions
5460
Wealth Management Solutions
Pennsylvania
$146M -$7.52M -5% 3.13% – 87 9.2% 1.4
Bain Capital Venture Investors
5461
Bain Capital Venture Investors
Massachusetts
$146M -$17.2M -11% 11.2% 34.2% 3 33.33% 1.2
Optimas Capital
5462
Optimas Capital
Hong Kong
$146M +$59.2M +68% 2.67% 355% 47 80.85% 0.2
Oakcliff Capital Partners
5463
Oakcliff Capital Partners
New York
$146M -$4.5M -3% 6.14% 133% 9 0% 4.6
Tandem Capital Management
5464
Tandem Capital Management
New Jersey
$146M -$7.8M -5% 4.43% 128% 111 7.21% 2.3
Loudon Investment Management
5465
Loudon Investment Management
New Hampshire
$145M -$6.33M -4% 3.24% 61.6% 95 5.26% 5.3
ShoreHaven Wealth Partners
5466
ShoreHaven Wealth Partners
New Jersey
$145M -$4.11M -3% 3.96% 72.4% 79 20.25% 1.3
Harrington Investments
5467
Harrington Investments
California
$145M -$7.17M -5% 3.58% 109% 79 5.06% 5
New Potomac Partners
5468
New Potomac Partners
Maryland
$145M -$6.3M -4% 2.83% 37.2% 74 2.7% 3.9
Corrado Advisors
5469
Corrado Advisors
New Jersey
$145M +$2.23M +2% 4.53% 73.1% 117 28.21% 2.4
New England Capital Financial Advisors
5470
New England Capital Financial Advisors
Connecticut
$145M -$6.45M -4% 3.65% 55.6% 410 7.07% 0.7
Sagil Capital
5471
Sagil Capital
United Kingdom
$145M +$25M +21% 4.49% 104% 27 55.56% 0.5
Ergawealth Advisors
5472
Ergawealth Advisors
Illinois
$145M -$934K -0.6% 3.11% 50% 54 18.52% 0.6
Nova R Wealth
5473
Nova R Wealth
Kansas
$145M -$4.39M -3% 3.85% 60.7% 64 12.5% 1.5
Enterprise Financial Services Corp (EFSC)
5474
Enterprise Financial Services Corp (EFSC)
Missouri
$145M -$12.5M -8% 3.58% 100% 167 10.78% 7.2
Triatomic Management
5475
Triatomic Management
California
$145M +$47M +48% 0.4% – 72 50% 0.6