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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)
Orange County Employees Retirement System
5501
Orange County Employees Retirement System
California
$280M +$40.9M +17% 9.95% – 2 0% 0.5
Keener Financial Planning
5502
Keener Financial Planning
Texas
$280M +$41.6M +17% 13.7% – 63 11.11% 2.1
MFC
5503
Mechanics Financial Corp
Ohio
$280M +$40.8M +17% 18.1% 81.6% 302 25.17% 2.7
Hillcrest Wealth Advisors
5504
Hillcrest Wealth Advisors
New Jersey
$279M +$32.5M +13% 12.7% 58.7% 57 12.28% 5
Invenio Wealth Partners
5505
Invenio Wealth Partners
Florida
$279M +$27.3M +11% 12.5% 55.5% 96 14.58% 2
REDW Wealth
5506
REDW Wealth
New Mexico
$279M +$28.4M +11% 12% 54.1% 106 8.49% 4.5
Roubaix Capital
5507
Roubaix Capital
Colorado
$279M +$64.6M +30% 43.6% 174% 71 69.01% 0.4
MAS
5508
Madden Advisory Services
Florida
$279M +$25M +10% 11.3% 52.3% 110 1.82% 5.9
YP
5509
YANKCOM Partnership
South Dakota
$279M +$35.6M +15% 12.2% – 388 25.77% 1.2
Campbell Capital Management
5510
Campbell Capital Management
Florida
$279M +$69.6M +33% 35.1% – 40 30% 2.3
Ruggaard & Associates
5511
Ruggaard & Associates
Ohio
$279M +$26.3M +10% 10.1% 47.6% 132 10.61% 2.4
Altman Advisors
5512
Altman Advisors
Illinois
$279M +$37.4M +15% 20% 127% 97 24.74% 2.6
Cresta Advisors
5513
Cresta Advisors
Texas
$279M +$34.4M +14% 12.8% 66.8% 55 5.45% 2.6
Optimize Financial
5514
Optimize Financial
California
$278M +$75.1M +37% 69.9% – 304 5.59% 0.6
Yarger Wealth Strategies
5515
Yarger Wealth Strategies
Ohio
$278M +$29.9M +12% 14% 55.1% 141 15.6% 2.2
CIS
5516
Custom Index Systems
New York
$278M +$48.7M +21% 21.2% – 543 57.09% 0.5
Shaker Investments
5517
Shaker Investments
Ohio
$278M +$58.5M +27% 41.4% 205% 103 35.92% 2
Graney & King
5518
Graney & King
New York
$278M +$92.7M +50% 12.7% – 388 6.19% 1.3
Quad-Cities Investment Group
5519
Quad-Cities Investment Group
Iowa
$278M +$27.4M +11% 11.1% 67.3% 220 14.09% 4.1
Equity Wealth Partners
5520
Equity Wealth Partners
Missouri
$278M +$124M +80% 13.1% – 110 31.82% 0.5
Fearnley Asset Management
5521
Fearnley Asset Management
$278M -$27.9M -9% 11.3% – 21 33.33% 0.4
SFG Wealth Management
5522
SFG Wealth Management
Maryland
$278M +$35.2M +14% 15.3% 86.3% 125 29.6% 1.7
Forum Finance Group
5523
Forum Finance Group
$278M +$93.5M +51% 14.2% – 364 17.31% 0.2
Ananym Capital Management
5524
Ananym Capital Management
New York
$278M +$15.8M +6% 20.1% – 11 36.36% 0.9
Union Square Park Capital Management
5525
Union Square Park Capital Management
New York
$278M +$102M +58% 28.9% 75.8% 83 57.83% 0.7