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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)
DIS
5476
Diversified Investment Strategies
Louisiana
$141M +$11.7M +9% 11.2% 93.8% 49 6.12% 3.7
Summit Investment Advisory Services
5477
Summit Investment Advisory Services
Minnesota
$140M +$57.9M +70% 5.38% 74.2% 54 7.41% 0.2
Western Financial Corp
5478
Western Financial Corp
California
$140M -$13.8M -9% 4.77% 275% 126 32.54% 0.9
Tieton Capital Management
5479
Tieton Capital Management
Washington
$140M -$11M -7% 10.6% 172% 32 3.13% 4.5
Arkfeld Wealth Strategies
5480
Arkfeld Wealth Strategies
Nebraska
$140M -$11.5M -8% 5.44% 90.8% 77 12.99% 2.3
Warren Street Wealth Advisors
5481
Warren Street Wealth Advisors
California
$140M +$15.9M +13% 5.94% 84.6% 78 17.95% 0.8
Ridgecrest Wealth Partners
5482
Ridgecrest Wealth Partners
California
$140M +$8.66M +7% 7.12% 103% 99 7.07% 1.7
MIC
5483
Maxi Investments CY
Cyprus
$140M +$34.4M +33% 11.8% 83.2% 54 27.78% 1
Root Financial Partners
5484
Root Financial Partners
California
$140M – – 5.53% 62.5% 62 – 0
Scholtz & Company
5485
Scholtz & Company
Connecticut
$140M -$1.19M -0.8% 5.62% 89.2% 51 45.1% 2.5
Byrne Asset Management
5486
Byrne Asset Management
New Jersey
$140M +$2M +1% 7.25% 126% 657 29.98% 0.8
Trivant Custom Portfolio Group
5487
Trivant Custom Portfolio Group
California
$140M – – 4.96% 86.1% 208 – 0
PHM
5488
Prospect Hill Management
New Jersey
$140M +$27.9M +25% 27.5% 85.1% 16 18.75% 2
TRV GP IV
5489
TRV GP IV
Massachusetts
$140M -$95.3M -41% 12.5% 1,102% 5 40% 2.6
MMA Asset Management
5490
MMA Asset Management
Pennsylvania
$140M +$17.2M +14% 4.61% 61.2% 103 6.8% 1.5
Integral Investment Advisors
5491
Integral Investment Advisors
California
$140M +$10.7M +8% 6.88% 69% 86 15.12% 1.1
MFG
5492
Monumental Financial Group
Maryland
$140M +$15.8M +13% 5.53% 18.2% 79 37.97% 0.6
Stableford Capital II
5493
Stableford Capital II
Arizona
$140M -$44.8M -24% 5.42% 66.9% 171 94.74% 0.5
Sowa Financial Group
5494
Sowa Financial Group
Rhode Island
$140M +$5.75M +4% 6.87% 100% 36 11.11% 2.8
WCM
5495
Westerly Capital Management
California
$140M +$12.5M +10% 14.6% 116% 56 30.36% 0.8
Retirement Guys Formula
5496
Retirement Guys Formula
Ohio
$140M +$17.7M +14% 5.46% 75.7% 125 8.8% 0.9
Foresight Global Investors
5497
Foresight Global Investors
New York
$140M – – 1.56% 69.9% 34 – 0
Otter Creek Advisors
5498
Otter Creek Advisors
Florida
$140M -$13.4M -9% 8.19% 173% 59 71.19% 0.7
Carl P. Sherr & Co
5499
Carl P. Sherr & Co
Massachusetts
$140M +$7.81M +6% 5.62% 78.6% 116 7.76% 2.3
Compass Rose Asset Management
5500
Compass Rose Asset Management
New York
$140M +$82.9M +146% 1.09% 41% 4 100% 0