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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)
Integrated Quantitative Investments
5476
Integrated Quantitative Investments
Washington
$203M +$589K +0.3% 0.78% – 372 47.85% 0.2
Kondo Wealth Advisors
5477
Kondo Wealth Advisors
California
$203M +$5.77M +3% 0.78% – 62 4.84% 0.2
TKG Advisors
5478
TKG Advisors
Indiana
$203M -$14.1M -6% 2.26% 116% 96 16.67% 1.7
FreeGulliver LLC
5479
FreeGulliver LLC
Louisiana
$203M -$7.18M -3% 0.17% – 100 10% 0.8
Quad-Cities Investment Group
5480
Quad-Cities Investment Group
Iowa
$203M -$1.27M -0.6% 2.12% 67.3% 185 4.32% 3.9
Elios Financial Group
5481
Elios Financial Group
Ohio
$203M -$8.82M -4% 1.62% – 113 3.54% 0.5
Arcadia Wealth Management (New Hampshire)
5482
Arcadia Wealth Management (New Hampshire)
New Hampshire
$203M +$4.96M +3% 0.63% 55.5% 69 18.84% 1.5
Investmark Advisory Group
5483
Investmark Advisory Group
Connecticut
$202M -$1.46M -0.7% 0.63% 73.8% 119 5.04% 2.4
RA
5484
Ransom Advisory
Rhode Island
$202M -$15.1M -7% 3.48% – 426 26.06% 0.9
Gables Capital Management
5485
Gables Capital Management
Florida
$202M -$4.96M -2% 1% 173% 448 2.01% 4.2
iSAM Funds (UK)
5486
iSAM Funds (UK)
United Kingdom
$202M +$67.9M +51% 0.8% 53.7% 441 71.43% 0.2
St. Johns Investment Management
5487
St. Johns Investment Management
Florida
$202M -$12.7M -6% 2.58% 91.9% 215 9.3% 6.1
Howard Hughes Medical Institute
5488
Howard Hughes Medical Institute
Maryland
$202M -$366M -64% 4.62% 70.9% 2 0% 0.9
Private Client Services
5489
Private Client Services
Kentucky
$202M +$16.1M +9% 1.53% 72% 213 25.82% 0.8
Porter White Investment Advisors
5490
Porter White Investment Advisors
Alabama
$202M +$4.97M +3% 1.27% 58% 34 5.88% 1.8
Peirce Capital Management
5491
Peirce Capital Management
Texas
$202M +$7.22M +4% 0.31% 56.6% 36 5.56% 1.2
Forager Capital Management
5492
Forager Capital Management
Alabama
$202M -$36.7M -15% 11.2% 52.6% 13 15.38% 2.4
Scholtz & Company
5493
Scholtz & Company
Connecticut
$202M -$7.29M -3% 0.35% 89.2% 57 28.07% 2
Postrock Partners
5494
Postrock Partners
Oregon
$202M -$4.34M -2% 0.43% – 86 9.3% 0.2
MBA Advisors
5495
MBA Advisors
Pennsylvania
$202M +$2.69M +1% 1.23% 66.1% 138 11.59% 2.7
Hillcrest Wealth Advisors
5496
Hillcrest Wealth Advisors
New Jersey
$202M -$8.41M -4% 1.66% 58.7% 52 11.54% 4.7
River Street Advisors
5497
River Street Advisors
Illinois
$202M +$6.42M +3% 2.37% 93.5% 146 10.96% 1.7
HIC
5498
Harbor Island Capital
Massachusetts
$202M -$7.1M -3% 4.42% 218% 16 6.25% 6.3
Nova R Wealth
5499
Nova R Wealth
Kansas
$202M +$3.54M +2% 0.29% 60.7% 83 9.64% 2.3
Three Seasons Wealth
5500
Three Seasons Wealth
Utah
$202M -$3.39M -2% 1.93% 169% 138 34.06% 0.9