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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)
Cooper/Haims Advisors
5476
Cooper/Haims Advisors
New York
$162M -$3.42M -2% 7.57% 58.8% 88 19.32% 2.2
Herbst Group
5477
Herbst Group
Connecticut
$162M – – 6.42% 142% 80 – 0
City State Bank
5478
City State Bank
Iowa
$162M – – 8.94% 79.1% 667 – 0
Alta Wealth Advisors
5479
Alta Wealth Advisors
Massachusetts
$162M +$24.6M +18% 9.14% 120% 160 20.63% 0.8
David J. Yvars Group
5480
David J. Yvars Group
Florida
$162M -$9.21M -5% 7% 143% 89 14.61% 0.9
Southern Capital Advisors
5481
Southern Capital Advisors
Tennessee
$162M – – 7.98% 66.8% 81 – 0
Total Wealth Planning
5482
Total Wealth Planning
Ohio
$162M -$114M -41% 4.59% 37.2% 47 34.04% 2.6
Israel Discount Bank of New York
5483
Israel Discount Bank of New York
New York
$162M +$13.9M +9% 5.91% 40.8% 88 5.68% 3.6
Old Well Partners
5484
Old Well Partners
North Carolina
$162M -$32.1M -17% 10.4% 97.8% 56 55.36% 0.6
EWG
5485
Executive Wealth Group
Washington
$162M -$1.84M -1% 4.65% 14.9% 50 6% 3
Activest Wealth Management
5486
Activest Wealth Management
Florida
$162M +$11.6M +8% 7.79% 117% 435 32.64% 0.6
Martin Capital Advisors
5487
Martin Capital Advisors
Texas
$162M – – 11.3% 140% 64 – 0
Addison Advisors
5488
Addison Advisors
Vermont
$162M +$36.8M +30% 7.02% 54.5% 736 37.77% 0.5
LI
5489
Latash Investments
Alaska
$162M +$1.42M +0.9% 2.84% 110% 21 0% 1.6
Offit Capital Advisors
5490
Offit Capital Advisors
New York
$162M – – 3.59% – 1 – 0
Silicon Hills Wealth Management
5491
Silicon Hills Wealth Management
Texas
$162M +$15.7M +11% 6.36% 30.9% 125 16.8% 1.1
Phase 2 Partners
5492
Phase 2 Partners
California
$161M – – 5.32% 25.1% 20 – 0
MBA Advisors
5493
MBA Advisors
Pennsylvania
$161M +$25.9M +19% 6.94% 66.1% 152 12.5% 0.6
Kinloch Capital
5494
Kinloch Capital
Virginia
$161M +$19.7M +14% 8.87% 63.4% 68 13.24% 0.8
Perseverance Asset Management International
5495
Perseverance Asset Management International
Cayman Islands
$161M -$51.3M -24% 6.56% 120% 20 60% 1.1
Friedenthal Financial
5496
Friedenthal Financial
New Jersey
$161M -$7.85M -5% 4.29% 105% 84 32.14% 2.1
Whelan Financial
5497
Whelan Financial
California
$161M +$51.7M +47% 5.89% 64.6% 20 25% 0.2
Blue Square Asset Management
5498
Blue Square Asset Management
New York
$161M +$1.15M +0.7% 7.21% 117% 94 25.53% 1.4
Cherry Creek Investment Advisors
5499
Cherry Creek Investment Advisors
Colorado
$161M +$10.8M +7% 9.4% 151% 122 19.67% 0.4
Arrow Capital Management
5500
Arrow Capital Management
New York
$161M +$18.8M +13% 2.94% – 12 41.67% 3.5