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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)
Helix Partners Management
5451
Helix Partners Management
New York
$239M -$26.4M -10% 32.5% – 13 30.77% 0.8
Friday Financial
5452
Friday Financial
Iowa
$239M +$42.3M +21% 7.38% – 92 7.61% 0.6
Hansen & Associates Financial Group
5453
Hansen & Associates Financial Group
California
$239M +$54.5M +30% 2.83% – 47 76.6% 0.1
IGYL
5454
I.G.Y. Ltd
United Kingdom
$239M -$11M -4% 1.66% 80.5% 3 0% 5.5
SCA
5455
Sander Capital Advisors
Washington
$239M +$19.3M +9% 11.8% 113% 13 7.69% 5
JDM Financial Group
5456
JDM Financial Group
Texas
$239M +$26.7M +13% 6.3% 56.7% 286 11.19% 1.9
O'Connor Financial Group
5457
O'Connor Financial Group
Illinois
$238M +$11.8M +5% 4.88% 48.4% 61 4.92% 1.7
Plustick Management
5458
Plustick Management
Virginia
$238M +$69.8M +41% 65.4% 1,667% 26 53.85% 1.1
Mitchell & Pahl Private Wealth
5459
Mitchell & Pahl Private Wealth
Oklahoma
$238M +$12.1M +5% 6.77% 82.3% 146 2.74% 4.2
Garrison Point Advisors
5460
Garrison Point Advisors
California
$238M +$20.6M +9% 8.63% 81.5% 174 6.9% 4.5
Keyvantage Wealth
5461
Keyvantage Wealth
Pennsylvania
$238M +$15.6M +7% 6.47% – 103 12.62% 0.7
LifePlan Investment Advisors
5462
LifePlan Investment Advisors
North Carolina
$238M +$37M +18% 6.39% 60.9% 115 11.3% 1.5
Accent Capital Management
5463
Accent Capital Management
Ohio
$238M +$14.1M +6% 11.9% – 458 32.1% 0.7
CCM
5464
Conway Capital Management
California
$238M +$14.8M +7% 10.1% 139% 54 16.67% 3.1
Fiduciary Wealth Partners
5465
Fiduciary Wealth Partners
Massachusetts
$238M +$132M +124% 7.65% – 99 37.37% 0.9
EC
5466
Euclidean Capital
New York
$238M -$67.7M -22% 11% 79.7% 11 0% 3.6
Genesis Private Wealth
5467
Genesis Private Wealth
Virginia
$238M +$25.7M +12% 5.7% – 177 23.16% 0.6
PCG
5468
PFC Capital Group
California
$238M +$22M +10% 9.09% – 88 11.36% 1.3
TradeWell Securities
5469
TradeWell Securities
Indiana
$238M +$28.8M +14% 11.9% – 46 2.17% 0.7
Granite Harbor Advisors
5470
Granite Harbor Advisors
Texas
$238M +$24.9M +12% 7.39% 61.5% 132 13.64% 1.6
Mendel Money Management
5471
Mendel Money Management
Illinois
$238M +$12M +5% 6.43% 88.8% 157 14.01% 3.9
HMS Capital Management
5472
HMS Capital Management
Tennessee
$238M +$15.4M +7% 8.41% 140% 111 8.11% 3
HCM
5473
Horrell Capital Management
Arkansas
$238M -$8.32M -3% 8.07% 55.6% 199 8.54% 6.8
Deseret Mutual Benefit Administrators
5474
Deseret Mutual Benefit Administrators
Utah
$238M +$24.3M +11% 5.54% 81.9% 525 6.67% 3.7
Delap Wealth Advisory
5475
Delap Wealth Advisory
Oregon
$238M +$29.3M +14% 7.02% 73% 85 10.59% 1.7