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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)
Magnolia Capital Advisors
5476
Magnolia Capital Advisors
Mississippi
$118M +$8.19M +7% 3.33% 78.7% 136 15.44% 1.5
Palumbo Wealth Management
5477
Palumbo Wealth Management
New York
$118M -$7.82M -6% 6.88% 115% 81 3.7% 1.6
Fulcrum Equity Management
5478
Fulcrum Equity Management
Texas
$118M -$5.82M -5% 3.36% 116% 92 51.09% 1.1
WF
5479
Williams Financial
Vermont
$118M -$4.81M -4% 5.17% 33.1% 35 62.86% 0.5
Green Alpha Advisors
5480
Green Alpha Advisors
Colorado
$118M -$317M -73% 2.42% 316% 154 11.69% 1.3
Avory & Company
5481
Avory & Company
Florida
$118M +$126K +0.1% 0.47% 74.9% 27 11.11% 0.9
Nixon Peabody Trust
5482
Nixon Peabody Trust
Massachusetts
$118M -$103M -47% 4.63% 101% 74 18.92% 4.4
Mountain Lake Investment Management
5483
Mountain Lake Investment Management
Florida
$118M +$669K +0.6% 3.79% 64% 35 34.29% 1.6
MRA Advisory Group
5484
MRA Advisory Group
New Jersey
$117M +$3.08M +3% 4.23% 86.8% 113 17.7% 1.2
Brooklyn FI
5485
Brooklyn FI
New York
$117M +$16.3M +16% 7.04% 54.7% 45 17.78% 0.6
Fortis Capital Management
5486
Fortis Capital Management
Washington
$117M +$15.4M +15% 6.09% 82% 90 21.11% 1.3
HighMark Wealth Management
5487
HighMark Wealth Management
Minnesota
$117M -$7.22M -6% 5.83% 110% 578 10.21% 1.8
Syntax Advisors
5488
Syntax Advisors
New York
$117M -$2.02M -2% 4.42% – 227 10.57% 0.7
Capstone Triton Financial Group
5489
Capstone Triton Financial Group
Oklahoma
$117M -$15.5M -12% 5.02% – 103 9.71% 1.1
Altus Wealth Management
5490
Altus Wealth Management
Kentucky
$117M -$11.8M -9% 4.43% 73% 36 11.11% 2.1
Turim 21 Investimentos
5491
Turim 21 Investimentos
Brazil
$117M +$1.46M +1% 2.27% 62.1% 116 38.79% 0.9
Sagil Capital
5492
Sagil Capital
United Kingdom
$117M -$7.05M -6% 5.26% 104% 20 25% 0.7
Aubrey Capital Management
5493
Aubrey Capital Management
United Kingdom
$117M -$7.53M -6% 1.17% 319% 56 17.86% 1.1
CC
5494
Codex Capital
New York
$117M -$46.9M -29% 5.68% 84.4% 40 15% 1.5
Muzinich & Co
5495
Muzinich & Co
New York
$117M -$25.5M -18% 9.79% 13.5% 57 33.33% 4.9
Independent Order of Foresters
5496
Independent Order of Foresters
Ontario, Canada
$117M -$6.45M -5% 5.2% 66.3% 13 0% 2.1
Flight Deck Capital
5497
Flight Deck Capital
California
$117M -$16.4M -12% 9.08% 379% 21 23.81% 0.4
OFG
5498
OTA Financial Group
New York
$117M -$92.3M -44% 3.12% 320% 155 72.26% 0.2
Socha Financial Group
5499
Socha Financial Group
New York
$116M +$18.8M +19% 5.12% 81.5% 19 31.58% 0.5
EWG
5500
Executive Wealth Group
Washington
$116M -$12.8M -10% 7.25% 14.9% 44 2.27% 4