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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)
ICM
5526
Indaba Capital Management
California
$208M -$26.2M -11% 5.5% 66.7% 10 20% 0.8
McNaughton Wealth Management
5527
McNaughton Wealth Management
California
$207M +$2.09M +1% 0.32% 55.6% 57 5.26% 3.8
Bull Street Advisors
5528
Bull Street Advisors
Georgia
$207M -$8.04M -4% 1.91% 48.5% 91 2.2% 4.9
Cora Capital Advisors
5529
Cora Capital Advisors
New Jersey
$207M +$4.48M +2% 0.72% 80.3% 113 16.81% 1.5
Ridgewood Investments
5530
Ridgewood Investments
New Jersey
$207M +$7.06M +4% 0.29% – 751 7.72% 1.4
Freedom Financial Partners
5531
Freedom Financial Partners
Minnesota
$207M – – 0.49% – 69 – 0
WJ Interests
5532
WJ Interests
Texas
$207M -$19.5M -9% 3.56% 55.2% 22 31.82% 1.5
Obsidian Personal Planning Solutions
5533
Obsidian Personal Planning Solutions
Maryland
$207M +$15.9M +8% 1.2% 58.2% 107 7.48% 1.4
Gables Capital Management
5534
Gables Capital Management
Florida
$207M +$8.91M +4% 6.39% 173% 454 3.74% 3.9
HM
5535
Harvest Management
New York
$207M +$10.4M +5% 8.38% 610% 84 76.19% 0.3
Grunden Financial Advisory
5536
Grunden Financial Advisory
Texas
$207M +$3.41M +2% 2.24% – 29 24.14% 0.8
Hutner Capital Management
5537
Hutner Capital Management
Vermont
$207M +$6.17M +3% 1.78% 52.2% 45 0% 6.6
Uniting Wealth Partners
5538
Uniting Wealth Partners
Kansas
$207M – – 6.89% – 110 – 0
Atlantic Investment Management
5539
Atlantic Investment Management
New York
$207M +$2.17M +1% 1.4% 28.8% 11 45.45% 1
HMS Capital Management
5540
HMS Capital Management
Tennessee
$207M +$2.88M +1% 3.26% 140% 111 6.31% 2.9
PCG
5541
PFC Capital Group
California
$207M -$724K -0.3% 2.5% 118% 72 9.72% 0.9
DA
5542
DCF Advisers
Connecticut
$207M -$43.5M -17% 2.52% 379% 113 37.17% 2
WA
5543
Win Advisors
Florida
$207M -$6.42M -3% 4.99% 266% 92 81.52% 0.3
Colonial River Investments
5544
Colonial River Investments
Virginia
$207M +$5.08M +3% 6.31% 156% 237 19.41% 1.7
NME
5545
Notis-McConarty Edward
$207M -$14.3M -6% 0.01% 91.2% 87 12.64% 7.8
Pinnacle Family Advisors
5546
Pinnacle Family Advisors
Missouri
$207M +$13.6M +7% 2.63% 85.8% 133 26.32% 2.2
Wolf Group Capital Advisors
5547
Wolf Group Capital Advisors
Virginia
$207M -$3.85M -2% 1.11% 28.2% 103 0.97% 3.9
Colorado Capital Management
5548
Colorado Capital Management
Colorado
$206M +$3.97M +2% 0.63% 60.4% 97 4.12% 5.1
BWIA
5549
Bryant Woods Investment Advisors
New York
$206M +$10.1M +5% 1.3% 74.4% 51 13.73% 2.1
Postrock Partners
5550
Postrock Partners
Oregon
$206M – – 3.86% – 84 – 0