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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)
FNY Investment Advisers
5501
FNY Investment Advisers
New York
$280M +$51.2M +22% 35.9% 386% 1,149 51.09% 0.7
SLA
5502
Silver Lake Advisory
Utah
$280M +$27.8M +11% 17.6% 76.7% 110 7.27% 4.7
Bayshore Asset Management
5503
Bayshore Asset Management
Florida
$280M +$28.6M +11% 12.1% 66.1% 52 23.08% 2.6
Orange County Employees Retirement System
5504
Orange County Employees Retirement System
California
$280M +$40.9M +17% 9.95% – 2 0% 0.5
Keener Financial Planning
5505
Keener Financial Planning
Texas
$280M +$41.6M +17% 13.7% – 63 11.11% 2.1
MFC
5506
Mechanics Financial Corp
Ohio
$280M +$40.8M +17% 18.1% 81.6% 302 25.17% 2.7
Hillcrest Wealth Advisors
5507
Hillcrest Wealth Advisors
New Jersey
$279M +$32.5M +13% 12.7% 58.7% 57 12.28% 5
Invenio Wealth Partners
5508
Invenio Wealth Partners
Florida
$279M +$27.3M +11% 12.5% 55.5% 96 14.58% 2
REDW Wealth
5509
REDW Wealth
New Mexico
$279M +$28.4M +11% 12% 59.1% 106 8.49% 4.5
Roubaix Capital
5510
Roubaix Capital
Colorado
$279M +$64.6M +30% 43.6% 174% 71 69.01% 0.4
MAS
5511
Madden Advisory Services
Florida
$279M +$25M +10% 11.3% 52.3% 110 1.82% 5.9
YP
5512
YANKCOM Partnership
South Dakota
$279M +$35.6M +15% 12.2% – 388 25.77% 1.2
Campbell Capital Management
5513
Campbell Capital Management
Florida
$279M +$69.6M +33% 35.1% – 40 30% 2.3
Ruggaard & Associates
5514
Ruggaard & Associates
Ohio
$279M +$26.3M +10% 10.1% 47.6% 132 10.61% 2.4
Altman Advisors
5515
Altman Advisors
Illinois
$279M +$37.4M +15% 20% 127% 97 24.74% 2.6
Cresta Advisors
5516
Cresta Advisors
Texas
$279M +$34.4M +14% 12.8% 66.8% 55 5.45% 2.6
Optimize Financial
5517
Optimize Financial
California
$278M +$75.1M +37% 69.9% – 304 5.59% 0.6
Yarger Wealth Strategies
5518
Yarger Wealth Strategies
Ohio
$278M +$29.9M +12% 14% 55.1% 141 15.6% 2.2
CIS
5519
Custom Index Systems
New York
$278M +$48.7M +21% 21.2% – 543 57.09% 0.5
Shaker Investments
5520
Shaker Investments
Ohio
$278M +$58.5M +27% 41.4% 205% 103 35.92% 2
Graney & King
5521
Graney & King
New York
$278M +$92.7M +50% 12.7% – 388 6.19% 1.3
Quad-Cities Investment Group
5522
Quad-Cities Investment Group
Iowa
$278M +$27.4M +11% 11.1% 67.3% 220 14.09% 4.1
Equity Wealth Partners
5523
Equity Wealth Partners
Missouri
$278M +$124M +80% 13.1% – 110 31.82% 0.5
Fearnley Asset Management
5524
Fearnley Asset Management
$278M -$27.9M -9% 11.3% – 21 33.33% 0.4
SFG Wealth Management
5525
SFG Wealth Management
Maryland
$278M +$35.2M +14% 15.3% 86.3% 125 29.6% 1.7