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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)
Worth Asset Management
5476
Worth Asset Management
Texas
$153M – – 3.08% 115% 558 – 0
Silver Oak Advisory Group
5477
Silver Oak Advisory Group
Oregon
$153M -$4.72M -3% 4.96% 27% 61 9.84% 0.2
Phase 2 Partners
5478
Phase 2 Partners
California
$153M -$8.3M -5% 7.41% 25.1% 30 63.33% 0.1
OGF
5479
Orin Green Financial
California
$153M +$15.2M +11% 6.64% 59.1% 68 14.71% 1
Herbst Group
5480
Herbst Group
Connecticut
$153M -$9.2M -6% 0.2% 142% 90 30% 0.2
Bancreek Capital Management
5481
Bancreek Capital Management
California
$153M +$46.1M +43% 7.43% 33.6% 31 12.9% 0.2
Yost Capital Management
5482
Yost Capital Management
Texas
$153M +$11.1M +8% 3.69% 125% 17 47.06% 0.7
Heritage Financial Services
5483
Heritage Financial Services
Massachusetts
$153M +$25.3M +20% 4.4% 38.3% 84 9.52% 0.2
Woodward Diversified Capital
5484
Woodward Diversified Capital
California
$153M -$17M -10% 3.3% 118% 211 33.65% 1
SWS Partners
5485
SWS Partners
Ohio
$153M -$23M -13% 10.4% 127% 116 42.24% 1.4
HM
5486
HCEP Management
Hong Kong
$153M -$11.8M -7% 17.6% 182% 6 16.67% 0.4
PL
5487
Polianta Ltd
Jersey
$153M -$79.3M -34% 7.64% 31.6% 107 69.16% 0.2
WFA Asset Management
5488
WFA Asset Management
Wisconsin
$153M -$612K -0.4% 2.9% 60% 219 16.44% 0.2
C.M. Bidwell & Associates
5489
C.M. Bidwell & Associates
Hawaii
$153M -$10.1M -6% 3.45% 70.6% 636 32.86% 1.6
Washburn Capital Management
5490
Washburn Capital Management
Florida
$153M -$15.6M -9% 4.22% 123% 69 36.23% 1.2
EWG
5491
Executive Wealth Group
Washington
$153M -$9.22M -6% 6.1% 14.9% 49 2.04% 3.3
Central Asset Investments & Management Holdings
5492
Central Asset Investments & Management Holdings
Hong Kong
$152M -$11.6M -7% 6.02% 3,210% 78 30.77% 0.9
Ridgewood Investments
5493
Ridgewood Investments
New Jersey
$152M -$5.23M -3% 1.09% – 221 23.53% 2.4
GDWAM
5494
Gold Dragon Worldwide Asset Management
Hong Kong
$152M -$144M -49% 25.8% – 9 55.56% 0.5
Israel Discount Bank of New York
5495
Israel Discount Bank of New York
New York
$152M -$9.47M -6% 4.45% 40.8% 89 7.87% 3.8
First Capital Advisors Group
5496
First Capital Advisors Group
New Jersey
$152M -$30.2M -17% 3.41% – 78 39.74% 2.1
Arena Investors
5497
Arena Investors
New York
$152M +$56.2M +59% 0% – 118 85.59% 0
CWA
5498
Clearview Wealth Advisors
Oregon
$152M -$11.8M -7% 2.61% 45.2% 726 17.36% 1
Cable Hill Partners
5499
Cable Hill Partners
Oregon
$152M -$332M -69% 1.58% 20.3% 179 34.64% 2.8
Wick Capital Partners
5500
Wick Capital Partners
Pennsylvania
$152M +$23M +18% 5.27% 60% 70 38.57% 0.2