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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)
Arbor Trust Wealth Advisors
5501
Arbor Trust Wealth Advisors
Michigan
$182M +$14M +8% 7.98% 63.8% 100 10% 3.1
Tandem Wealth Advisors
5502
Tandem Wealth Advisors
Arizona
$182M +$8.54M +5% 4.97% 43.1% 67 28.36% 1.1
Ballentine Capital Advisors
5503
Ballentine Capital Advisors
South Carolina
$182M +$11.8M +7% 4.75% 48.8% 32 9.38% 0.2
GF
5504
Genesis Fortune
Cayman Islands
$182M -$3.06M -2% 1.66% – 1 0% 0.3
ShoreHaven Wealth Partners
5505
ShoreHaven Wealth Partners
New Jersey
$182M +$17.4M +11% 6.98% 72.4% 80 7.5% 1.6
Crown Oak Advisors
5506
Crown Oak Advisors
California
$182M +$10.6M +6% 6.32% 53.3% 22 4.55% 0.2
Gables Capital Management
5507
Gables Capital Management
Florida
$182M +$20.6M +13% 16% 173% 412 13.11% 4
FIM
5508
FWL Investment Management
Texas
$181M +$9.8M +6% 7.67% 165% 268 26.12% 0.7
SVB Financial Group
5509
SVB Financial Group
Texas
$181M +$68.5M +61% 164% – 15 26.67% 0.9
AJ Advisors
5510
AJ Advisors
Tennessee
$181M +$18.7M +12% 7.37% 64.6% 49 14.29% 0.8
Abbot Financial Management
5511
Abbot Financial Management
Massachusetts
$181M +$15M +9% 10.2% 102% 125 9.6% 4.6
JPL Wealth Management
5512
JPL Wealth Management
Colorado
$181M +$42.3M +30% 8.04% – 120 24.17% 0.2
Adalta Capital Management
5513
Adalta Capital Management
New York
$181M +$15.7M +9% 8.63% 80.4% 104 9.62% 3.4
Interactive Financial Advisors
5514
Interactive Financial Advisors
Illinois
$181M -$5.72M -3% 5.35% 47.6% 86 5.81% 6.1
Fluent Financial
5515
Fluent Financial
Texas
$181M +$12.4M +7% 8.26% 46.9% 89 21.35% 1.6
CCP
5516
Cunning Capital Partners
North Carolina
$181M +$20.3M +13% 22.2% 268% 92 20.65% 0.5
ORBA Wealth Advisors
5517
ORBA Wealth Advisors
Illinois
$181M +$13.9M +8% 6.23% 70.5% 97 5.15% 0.2
Strategic Financial Partners
5518
Strategic Financial Partners
Oregon
$181M +$8.48M +5% 6.65% 54.8% 79 22.78% 2.9
DFS
5519
Dixon Fnancial Services
California
$181M +$18M +11% 7.97% 76.6% 36 25% 1.4
New Perspectives Inc
5520
New Perspectives Inc
Mississippi
$181M – – 6.62% – 30 – 1.7
First City Capital Management
5521
First City Capital Management
Georgia
$181M +$8.26M +5% 10.8% 86.4% 177 11.86% 5.9
Toronado Partners
5522
Toronado Partners
California
$181M -$9.6M -5% 8.56% 158% 12 16.67% 2.3
HMS Capital Management
5523
HMS Capital Management
Tennessee
$181M +$17.8M +11% 15.3% 140% 125 28% 2.3
Bluesphere Advisors
5524
Bluesphere Advisors
Pennsylvania
$181M +$19.3M +12% 11.6% 105% 95 10.53% 2.1
KM Capital Management
5525
KM Capital Management
Texas
$180M +$7.27M +4% 7.45% 60.8% 48 18.75% 0.9