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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)
Forte Asset Management
5551
Forte Asset Management
New York
$199M +$10.2M +5% 0.66% 57.7% 67 11.94% 1.8
My Personal CFO LLC
5552
My Personal CFO LLC
Washington
$199M +$3.47M +2% 1.9% 83.4% 91 7.69% 2.4
Vantage Point Financial
5553
Vantage Point Financial
Illinois
$198M +$12.9M +7% 2.16% – 134 11.19% 0.2
Signet Investment Advisory Group
5554
Signet Investment Advisory Group
Rhode Island
$198M +$2.44M +1% 2.13% 68.2% 72 5.56% 4.7
WIA
5555
Wetzel Investment Advisors
Indiana
$198M -$2.87M -1% 1.04% 72.2% 126 7.14% 1.1
IMS Capital Management
5556
IMS Capital Management
Oregon
$198M -$17.4M -8% 2.64% 119% 145 14.48% 5.6
ORBA Wealth Advisors
5557
ORBA Wealth Advisors
Illinois
$198M +$6.99M +4% 1.6% 70.5% 108 6.48% 1.1
PCG
5558
PFC Capital Group
California
$198M -$8.47M -4% 4.79% 118% 86 23.26% 0.9
Farringdon Capital
5559
Farringdon Capital
United Kingdom
$198M -$43.7M -18% 3.89% – 640 83.75% 0.1
Rakuten Securities
5560
Rakuten Securities
Japan
$198M -$55.7M -22% 9.18% 999% 879 20.14% 0.9
Oracle Investment Management
5561
Oracle Investment Management
Connecticut
$198M +$14.5M +8% 6.78% 865% 24 50% 2.4
SVCM
5562
Saturn V Capital Management
Texas
$198M -$57.2M -22% 13.1% 1,083% 25 20% 1
Kirkwood Financial Services
5563
Kirkwood Financial Services
Texas
$198M -$6.18M -3% 4.74% – 26 15.38% 0.2
Mudita Advisors
5564
Mudita Advisors
United Kingdom
$198M +$19.8M +11% 2.63% 143% 20 25% 1.7
Crown Oak Advisors
5565
Crown Oak Advisors
California
$198M +$3.65M +2% 4.5% 53.3% 26 15.38% 1.2
Institutional Venture Management XV
5566
Institutional Venture Management XV
California
$198M -$23.2M -10% 9.52% 116% 4 0% 2.8
Investors Asset Management of Georgia
5567
Investors Asset Management of Georgia
Georgia
$198M -$7.43M -4% 0.31% 118% 166 6.63% 6.8
Abound Financial
5568
Abound Financial
California
$198M +$292K +0.1% 2.65% – 270 74.81% 0.1
Baugh & Associates
5569
Baugh & Associates
Georgia
$198M +$4.72M +2% 1.05% 98.8% 41 9.76% 5.6
Asset Allocation & Management Company
5570
Asset Allocation & Management Company
Illinois
$198M +$14.6M +8% 2.37% 58.5% 93 13.98% 1.8
CNB Bank
5571
CNB Bank
Pennsylvania
$198M -$17.7M -8% 4.05% 91.6% 519 7.71% 4.3
Financial Avengers
5572
Financial Avengers
California
$197M -$14.6M -7% 4.58% 108% 164 11.59% 3.2
I2I
5573
Insight 2811 Inc
Illinois
$197M +$3.07M +2% 1.04% 31.3% 92 8.7% 4.8
Grove Street Fiduciary
5574
Grove Street Fiduciary
New Hampshire
$197M +$6.8M +4% 2.63% – 74 27.03% 0.2
CIS
5575
Custom Index Systems
New York
$197M +$11M +6% 1.55% – 363 55.65% 0.5